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  • About
  • Monthly Video
  • Newsletter
  • Summary Tax Tables 2026
  • Back to Basics
  • Contact Us
$treet-¢ents
$treet-¢ents

Last Spring Break … Corrected Tax Forms Update – Flood of Tax Related Cyber/Scam – Slow when clicking – IRS Dirty Dozen! … Friday …

J.K. Financial, Inc. Corrected Tax Forms Update - Flood of Tax Related Cyber/Scam - Slow when clicking - IRS Dirty Dozen

  • John Kvale CFA, CFP
  • March 13, 2026

A Review of Five Interesting Days …. Brent, VIX, 10 Year Treasury, Capital Markets …

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • March 11, 2026

Newborn Child Accounts aka Trump Accounts …. Available July 4, 2026 ! Born 2025-2028 $1K … Other contributions available …

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • March 9, 2026

Turbo Tax Possible Glitch … First Corrected 1099 … Friday …

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • March 6, 2026

Straight of Hormuz Oil Flows … Exporters … Importers/Users … Brent Prices …

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • March 4, 2026

February 2026 Financial Planning and Capital Market Audio Video Podcast format Review … AI & Cyber … Geopolitics & Tariff … By John Kvale CFA, CFP

February 2026 Review by John Kvale

  • John Kvale CFA, CFP
  • March 2, 2026

February scampers off … AI overtakes Interest Rate talk! … Friday …

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • February 27, 2026

Winter 2026 J.K. Financial, Inc. Newsletter … 2025 Tax Savings STILL Available … Donation Roth … AI – The Good the Bad the Ugly … Jumping the Standard Deduction … By John Kvale CFA, CFP

Winter 2026 J.K. Financial, Inc. Newsletter 2025 Tax Savings STILL Available ... Donation Roth ... AI - The Good the Bad the Ugly ... Jumping the Standard Deduction .

  • John Kvale CFA, CFP
  • February 25, 2026

Tariffs pushed back by Supreme Court … Now What? and Where to watch …

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • February 23, 2026

Newsletter at the NY printers … Travels Abound … Friday …

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • February 20, 2026
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Latest Videos
Winter 2026 J.K. Financial, Inc. Newsletter … RMD … Charitable Giving tricks and reminders … QDC’s … ETF Explosion – Good Bad and Ugly … Ripley’s Sigourney Weaver … AI overbuild ? … By John Kvale CFA, CFPNovember 4, 2026
October 2026 Financial Planning and Capital Market Audio Video Podcast format Review … Donation Write off for Non Itemizers … COLA for Social … Crude Rates Bedfellow Separate, Fiber Cyber Railroads and AI Parallel … By John Kvale CFA, CFPNovember 2, 2026
September 2026 Financial Planning and Capital Market Audio Video Podcast format Review … BREAK IN: Honored as D Magazines Best Wealth Managers and Financial Planner … Reviewing the 4% theory/rule … Retirement contribution reminder … Plans that did not work, Twist, Yen, being forceful … By John Kvale CFA, CFPSeptember 30, 2026
August 2026 Financial Planning and Capital Market Audio Video Podcast format Review … 30th Annual Party Reminder/Invite … Cash Purchase Reminders … Social Security Reminder to review … FIMA/Bessent/Warsh … By John Kvale CFA, CFPAugust 31, 2026
July 2026 Financial Planning and Capital Market Audio Video Podcast format Review … 30th Holiday Party … Cyber … New Government Accounts … Concentration … Quick Oil take … By John Kvale CFA, CFPAugust 3, 2026

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Background

The is the vocal portion of J.K. Financial, Inc. a Dallas Texas Based Fee Only Total Wealth Financial Planning Firm. Founded by John Kvale, a Dallas Texas Fee only Financial Planner and Total Wealth Manager.

Important Disclaimer

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, please consult your financial advisor prior to investing!
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