Category Archives: Vault

August 2017 Podcast Video, Financial Planning and Capital Market Update- By John Kvale

Here is our August 2017 Monthly review.

August 2017 Video

Financial Planning Tip(s)-

1 Minute Video Series – Six of them to be exact

Over the last six weeks we had fun recording our first series of videos on our New Total Vault …. A total of Six to be exact!

  1. Finding your Cool New TOTAL Vault
  2. Resetting the Password on your Cool New TOTAL Vault
  3. Uploading Important Docs to your Cool New TOTAL Vault
  4. Connecting outside Accounts to your Cool New TOTAL Vault
  5. Running nifty reports from your Cool New TOTAL Vault
  6. Constant Improvements coming from your Cool New TOTAL Vault

All of these can be found using our search feature on our blog here or here at our main website.

Capital Market Comments

The “Natural” rate of Employment/Unemployment

In this post during the month we take a deep look at the Unemployment rate and just why it was not different this time, but why it took so long to normalize.

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It is not to much of a stretch to think normalization took longer because it has been such a slow recovery. VERY SLOW — this recovery is the far right weak line with the lowest slope.

JPMorgan GDP expansion chart

See you at the end of September.

Happy Summer!

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

1 Minute Video New Vault Series – Continued Updates and New Reports

In a neat coincidence of the subject of the last video for this series, we had intended on reminding that additional information, updates and constant improvements are a part of our New TOTAL Vault.

Continued Improvements and Updates

Last week, after our most recent Video, new updates were made for a more clean look on the landing page…

We have only touched the Tip of the iceberg of the powers that our New TOTAL Vault contains … giving us many more features and powers to roll out in the future.

Estate Planning Graphs is one of our favorites and is being rolled out on a case by case basis due to the complexity.

Have a great Continued Improvements 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

1 Minute Video New TOTAL Vault – Reports

In this handy video, we show you the Report feature of your New TOTAL Vault…

As a quick reminder,  all of our Vault Series Videos are being posted on our web page here

Report Feature of New TOTAL Vault

  • Log into the landing Net Worth Page of your Vault using your credentials
  • Click on the “Reports” tab at the top of the page
  • Under the “Report Selection” Tab, various reports are available – we will be adding more too

 

There you have it, easy as that to find, view and print reports from your New TOTAL Vault!

Have a GREAT 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

 

 

1 Minute Video, How to upload sensitive information into your NEW TOTAL VAULT safely….

In our first fun 1 Minute Video, here we showed how to find your New Total Vault…

Then in our second fun 1 Minute Video, here we reset our Password, a frequent favorite and much used reference.

In a continuance of our fun but educational 1 minute video series ….

How to quickly load super sensitive information into your New Total Vault safely!

  • Open your New Total Vault webpage
  • Click On Vault at the top of the window or drop down on a Tablet
  • Click on Folder you wish to add document to
  • Hit Upload Folder
  • Scroll to Document on your computer
  • Upload

There you have it, as easy as that!

Thanks for the time!

Have a Great 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

1 Minute Video, How to Reset Your Password on your NEW TOTAL VAULT, Second in special series

Last week we told you how to get into your New Total Vault with our (hard to believe it was only 60 seconds) 1 minute video.

The most common issue we have with our NEW TOTAL VAULT, heck any site for that matter, is forgetting or having to reset the password.

For the record, due to our over the top focus on security we have stringent features on our Vault that create an automatic mandatory reset if the Vault goes un-used for a length of time.

How to Reset Your Vault Password

Email or call us and we can quickly and easily reset your password  …. Ahh, but we know you may be accessing your Vault in a peaceful “off-time” during non working hours, late at night, early in the morning with that cup of coffee on the weekend or other time….

Here is how to reset your password, a quick 1 minute video:

Have a Great “New Password” 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

 

 

 

 

1 Minute Video, How to get into Your New Total Vault … First in a Series …

You are on the run …

Time is short, as is the day …

Heck, we often times pass up useful videos do to length …

Bet you can spare 1 minute!

New TOTAL Vault Video Series …

How to get into your New TOTAL Vault

 

Have a Great 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

 

 

How to Safely Deliver Your Super Sensitive Electronic Documents to Us

Occasionally there are documents that contain more information than comfortable emailing.

Examples … just to name a few

  • Legacy Tax Return Software that still includes full social and bank information (Newer versions blank that information)
  • FBAR (Foreign Bank and Financial Accounts) filings still show full personal information
  • Passports
  • Drivers License

New Vault HandoffVault Add View W Arrows for private and Full View

One of the fantastic features of our New Total Vault is the ability to safely upload your Super Secret Document into your personal vault thereby allowing us to safely download it from our side. Here is a link to an article showing how to upload your document…

Good News, a summer project is to include multiple Very Short Videos to show us how easy it is to complete.

Have a Great “Safe Document Transfer” 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