Category Archives: John Kvale

From Party Last Night ..Walk Down Memory Lane Video … Fun Pics – Friday

This video was playing throughout the elevator monitors during the party last night…audio is neat if you are in a place to listen!

Some great memories – 24th year of party, 30th year in the business….

Thanks so much to all, especially those that traveled far to come, we hope you enjoyed it as much as we did seeing everyone and visiting.

A Few Pictures as well !

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Time Goes Fast…. All Good!

Have a Great “Walk Down Memory Lane” Friday!

John A. Kvale CFA, CFP

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

 

 

Email Address is the New Home Mailing Address – Why the Restrictions Associated with Changes!

In the good old days our physical home address was the most important item for delivery of mail and physical identity. Not sure if your mailbox is like many, but for the most part paper delivery is WAY down and expected that in the next few years many entities (Credit Card, Mortgage, Paychecks… any kind of monthly statement) will completely discontinue options for paper delivery …. this is a much greener approach, and will certainly help our environment – we know it may be uncomfortable for some, but likely inevitable!

Email address replaces Home Address – Our Collective Responsibilitiesicons-157872__480 email address

Given the above mentioned facts, with our email address now been our most likely contact … similar to our physical address in the good old days, new restrictions for our collective security are welcomed, needed, and expected.

It’s for our own collective safety that to change an email address on a delivery should be more secure!

In today’s more secure and safe environment for us to change an email address on your information we will now need to submit a signed document – ok … it’s a bit of a pain, and in the good old days when delivery was mostly to our physical address we could do it for you – but that was as they say … the good old days.

With 95% of our clients receiving all of their information completely electronically we feel like we are the norm, and accept the new responsibility but slightly more challenging changes to our electronic delivery.

Docusign Anyone ? More to come on this soon!

Just a heads up in advance,  when we change our email there will be additional documents for our collective security to make the change.

We will make it super easy, but there will be an extra step.

Sorry for the hassle but again certainly for our collective security!

Have a Great ” Email is New Home Address” Day!

John A. Kvale CFA, CFP

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

RSVP Reminder to Holiday Party/Perot Event .. It’s Less than Two Weeks Away .. YAY – Friday

We are extremely happy to see all of you at the Holiday Party Thursday November 14th at 6:30 PM at the Perot Museum….

The more the merrier… we have a big showing so far… BUT…

We have PLENTY of room, so don’t be shy…

If you want to come, and have a family member, or close friend that wants to come…

TODAY IS THE RSVP DEADLINE (we have some flexibility – if you read this past the deadline, reach out)

RSVP TODAY FOR THE PEROT EVENT

Hit jen@jkfinancialinc.com to reserve your spot… we want to see you there…

And now the carrot …

Have a Great Friday!

John A. Kvale CFA, CFP

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

Surprises Finally Announced! – D Magazine Best Wealth Managers, Thirteenth Consecutive D Magazine Best Financial Planner – Wharton Guest Host Sirius Satellite “Live” Your Money, National Show

For those in Dallas, be sure to grab the latest D Magazine off the shelf …

The picture was taken in front of our Building and it came out great … less Grey showing in Your’s Truly this time…

Knowing that what we do is a team effort makes for a wonderful appreciation that the team is included in this award …congratulations guys!

D Magazine Best Wealth Managers

2019 Final Approved Dmagazine Best Wealth Manager

 

 

 

D Magazine Best Financial Planner

Very proud to have the team included above and also honored to be nominated for the thirteen – yep – thirteenth consecutive time… maybe the Gray was hiding..haha

Best_Financial_Planner 2019

Sirius Satellite Live Guest Host Wharton School,Your Money with Kent Smetters

When it rains it pours…. wish we could have spread all of this fun out over more than a day …

Last night I was honored to co-host a one hour live radio show with Wharton Professor, Ken Smetters on Sirius radio, channel 132 – re-runs will occur all week from 4-5 Central time if you are so inclined…

Sirius radio restricts prohibit us from recording or replaying any portion of the show!

The show is always fun and gets the adrenaline flowing as the fitbit surprising shows no increased heart rate… sure felt like it !

JK Sirius

Have a Great “Surprises Finally Announced” Day!

John A. Kvale CFA, CFP

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

Big News Update…. Even More (2) Fun News Items to FINALLY Tell Next Week!

We have had a few funny but snide remarks for our Tease here a while back….

Guess what?

Now we have TWO announcements to make NEXT week!twins - kuala-lumpur-1820944__480

One is bound by an authority beyond our control… hint hint

One is bound by superstition… BIG hint hint…

Not earth shattering …  we don’t want to make too much out of them…but as our prior Tease mentioned you never know how long it will last… and now that is times Two !

We promise to let you know as soon as we can, next week!

Until then…shhhhh

Pretty rainy here … hope you 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.
jkfinancialinc
street-cents

 

Big News Update…. Even More (2) Fun News Items to FINALLY Tell Next Week!

We have had a few funny but snide remarks for our Tease here a while back….

Guess what?

Now we have TWO announcements to make NEXT week!twins - kuala-lumpur-1820944__480

One is bound by an authority beyond our control… hint hint

One is bound by superstition… BIG hint hint…

Not earth shattering …  we don’t want to make too much out of them…but as our prior Tease mentioned you never know how long it will last… and now that is times Two !

We promise to let you know as soon as we can, next week!

Until then…shhhhh

Pretty rainy here … hope you 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.
jkfinancialinc
street-cents

 

Cell Phone Spammer, Scammer Update…

Have you ever bought a car only to find out that after your purchase EVERYBODY seems to have your same car?

Being a bit nerdy (is that a word?) after writing the post a few back about recent cell phone scammers and phishing, it seems like it has surrounded us!

This from a Flight Magazine just after the aforementioned post!

Apps We Have Tested and a Comprehensive Resource (Humor here too)

After the splash scammer post, Donald the Brain, noted an app for extra help …

Of course…

“There’s an App for that!”

Here is the At&t App- Be careful upon install to only sign up for basic coverage unless you want to pay the extra monthly charge – our family has found the basic to be VERY helpful… and it’s free…

At&T Spam Blocker App

Verizon’s Call Block App – Not having this service we are not sure on its effectiveness or cost, but as direct competitors, likely very similar.

Verizon Spam Block APP

In an unsuccessful search for Sprint and other Apps we found this interesting comprehensive article from PC Magazine – in true irony form, this article has tons of pop up adds … so similar to unwanted calls (digressing again!) –

Per the article there is even a paid for App that will heckle the callers by using pre-recorded answers to waste their time…. not sure would go that far, but its available…each to their own.

Lastly, those wondering about the 11 year old and his no answer about hitting the link (last item in original post) the phone has not exploded and seems to work, but his number certainly has the most attention… Hilton alleged call just yesterday! (He answered but did not hit a button for response!)

We would recommend you carefully answer any texts/calls, as from our experience it let’s the other party know it’s a live number!

Grrrrrrrr

Have a Great “Updated Scammers” Day!

John A. Kvale CFA, CFP

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