Category Archives: Personal

TripIt – Re-review of our App of the Quarter – Its already paid for itself many times over!

Posted on June 13, 2018 by | Leave a comment

With travel season in full throttle go mode … We thought it timely to update you on an App of the Quarter we did in our Newsletter about a year ago … We will feature it in our coming Newsletter too … it is super neat and deserves the space in our opinion!!

Re-Introducing TripIt — A Second Appearance App of the Quarter

It does not take too many of these notifications to pay for the ~$50 annual pro-version of this app — Kinda like getting a nice present out of no where.

 

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Not sure about you guys, but once the flight is booked, the trip usually falls to the back of the importance line – not with this handy – keeping you frugal app …. It keeps on checking the prices.

I called Southwest and was happily give a credit against my account under the confirmation number. The credit made the next short flight across Texas free!

Look for more detailed review in the Newsletter as this App also has some very neat time departure and check-in time related and cool mapping features for finding lounges in various airports…

Hat tip again to SW for showing this neat tool!

Have a Great “Efficient Traveling” Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
www.street-cents.com

 

 

 

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Posted in General Financial Planning, Investing/Financial Planning, John Kvale, Personal

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Memorial Day Weekend … Office Hours … Good Bye Elementary School … Pools

Posted on May 25, 2018 by | Leave a comment

Today is a Friday and a very special shout out to all of those of Military Family, both current and past.

You make our lives what it is today ..

THANK YOU !

Frequently your blood sweat and tears may seem lost in the world we live in, but that is not true at all .. We all owe you many thanks…

Memorial Day Hours

In honor of our Military Hero’s, Capital Markets will be closed on Monday along with most other public and government offices and our office as well …. Expect light trading today as many have made an early exit for the Unofficial start of summer….

Graduation- School’s Out … Kinda?Pierce Graduates

This will be two years in a row due to a new school being built, the younger brother gets out a FULL week before his older sister does … He’s in the pool and she has to take finals… Life is not fair is all we can say….

With his completion we are officially out of Elementary!

Two middle schoolers – 8th and 5th graders… up next

Speaking of Pools … for a family without a pool … the opening of Pools is a big deal… even better if school is out … oops, salt in wound…

Next week the Super Conclusion to our Interest Rate Series…. But that is next week… you know the drill!

Have a GREAT “Thanks to Veterans for their Service” Friday and Memorial Day Weekend!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
www.street-cents.com

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Posted in John Kvale, Personal

Two FULL Day Seminars – Bringing a new meaning to Spring Cleaning…. Presenting our New Office Updates … Old/New Pictures

Posted on May 18, 2018 by | Leave a comment

Apologies for any late responses this week as we had a  TWO day seminar this week on Wednesday and Thursday …. Tax Law Changes among others were the topics… Great Stuff to be analyzed and for our full review together shortly….. I digress….

As mentioned earlier here, in an epiphany like fashion it hit us that the office needed freshening….

In Spring Cleaning like fashion…..

Presenting Our Updated Office with Old/New Pictures

Old

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New

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Old

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New

 

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Old My Favorite Couch … Gone

 

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New

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Ok… you get the point … Spring Cleaning at its utmost…

Have a Great Weekend!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
www.street-cents.com

 

 

 

 

 

 

 

 

 

 

 

 

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Posted in Donald Capone, Investing/Financial Planning, John Kvale, Personal

Office Update PRE-Preview … Summer Project Surprise Teaser … You will like it!

Posted on May 4, 2018 by | Leave a comment

Every once in a while you look over at the area you spend much of your working and creative hours and think …

“This needs freshening!”

Office Update PRE-Preview

Long Timers know it as “The Dungeon” … it’s missing a window and architecturally near impossible to add … The Dungeon, aka …our front conference room …

Well not any more (not a new window, but certainly fresh) … it’s not finished yet, but here is a sneak peek of the new look:

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Summer Project Fun Teaser

As many know most of our ideas come from the field via experiences, challenges, set backs, and new curve balls thrown and accepted.

This year’s project is a surprise … one we bet you have never heard of due to its originality, but know you will be VERY happy to take part.

Stay tuned as we are putting the finishing touches on the behind the scenes leg work to get this off the ground!

Promise … it will be neat!

Guess this entire post is suspenseful … Lot’s more to come… Go have a good weekend and we will not keep you waiting much longer on all of this !

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
www.street-cents.com

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Posted in Investing/Financial Planning, John Kvale, Personal

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Once Upon a Time there was a Tax Season that just would not Go Away ! … Friday Travels …

Posted on April 20, 2018 by | Leave a comment

We actually look forward to Tax Season……

Rolling up our sleeves and helping everyone with basis finds, forgotten tax deductions, duplicate Social Security withholdings, long lost medical expenses finds ….

Just like the changing of actual season – Welcoming summer now … by the time it is over, we are ready for the next season!

A Tax Season that Would Not End  Uncle Sam

So the traditional April 15th deadline was extended to Monday the 16th since the usual day fell on the weekend… only to be extended another day due to a Holiday conflict, only to be extended ANOTHER day due to technical difficulties.

We warned multiple parties NOT to wire or move money on Tax Deadline day because it was the busiest money moving day of the year … We had no idea the US Government website would go down due to all the activity!

Note to self next year, let’s really be sure to stay away from moving money around tax deadline time.

Either way … We made it!

Now time to begin working through all the NEW TAX laws…. bring em on!

Quick Travel Trip

Today the schedule includes a quick turn around trip, only to return early tomorrow in time for a #1 Seed Tennis Tournament that includes a bye in the first round for the 13 year old … giving just enough time to make the match, assuming the flight is on time …. maybe plenty if the 100% chance of Rain holds …

Oh…the Uber driver is here !

Talk to you next week, we have some great items to talk about…but that is next week … Enjoy your weekend!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
www.street-cents.com

 

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Posted in Investing/Financial Planning, John Kvale, Personal, Tax Related

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Your Personal Big Data Explained in One Nice Chart

Posted on April 16, 2018 by | Leave a comment

Our friends at Visual Capitalist have done it again….

Check out this fantastic chart of your personal big data.

Data of all type, has great value … here they outline each of our own personal big data!

Of course we could all say big brother is watching and get a bit skeptical/paranoid … we prefer the use of this data will help make us safer and happier moving forward!

Have a Good “Personal Big Data” Day!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
www.street-cents.com

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Posted in John Kvale, Personal, Uncategorized

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Foreign Bank and Financial Accounts- FBAR New Filing Date Reminder — Friday

Posted on April 13, 2018 by | Leave a comment

Several years ago the IRS mandated new rules on FBAR – Foreign Holdings Reports on your US Tax return greatly increasing the number of folks that have to report .. Don’t Forget!

Report of Foreign Bank and Financial Accounts – FBARForeign money photo-1514903972551-c828aec4146e

You likely know who you are as the IRS has increased the number of folks that need to report Foreign Holdings by lowering many of the thresh-holds of foreign funds.

What you may have forgotten is the new filing date is also the same as our regular filing date, next week.

Here is the IRS link on the matter, we just wanted to remind you just one more time…. Heads up, don’t forget!

Today is a Friday heading into … you guessed it .. a tennis tournament weekend for the 13 year old. No travels, no rain, perfect weather AND an A Draw match, finally … Looking forward to it!

Have a Great Weekend… See ya next week!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
www.street-cents.com

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Posted in Investing/Financial Planning, John Kvale, Personal, Tax Related

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