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  • About
  • Monthly Video
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  • Back to Basics
  • Contact Us
$treet-¢ents
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Newsletter at the presser – Some interesting Topics … Friday …

The Newsletter is on its way from our New York printer back here to the south …. Lots of different subject matter this time. We…

  • John Kvale CFA, CFP
  • December 5, 2025

Genesis Project, Department of Energy AI Collaboration

J.K. Financial, Inc. Genesis Project

  • John Kvale CFA, CFP
  • December 3, 2025

November 2025 Financial Planning and Capital Market Audio Video Review … Trusts, International Clients, Cyber/AI … Cola Retirement Limits … Government reopens Choppy Markets … By John Kvale CFA, CFP

November 2025 Review by John Kvale

  • John Kvale CFA, CFP
  • December 1, 2025

Happy Thanksgiving …. “Link” to Most Popular Video Ever …

J.K. Financial, Inc. Happy Thanksgiving!

  • John Kvale CFA, CFP
  • November 26, 2025

Black Friday tips from a personal experience … Know your prices if possible!

J.K. Financial, Inc. Black Friday Tips

  • John Kvale CFA, CFP
  • November 24, 2025

See you guys tomorrow at the Party … Shhh, will get in trouble for this, but ok for last minute RSVP until noon today ! Newsletter on Go for next week … Friday before travels sports and Holiday week!

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • November 21, 2025

Reminder – Money Moving Slower over Thanksgiving Holidays … Next Thursday is a Holiday and Friday Skeleton crews …. RMD’s Mostly Complete …

J.K. Financial, Inc. Holiday Slow Movement Reminder

  • John Kvale CFA, CFP
  • November 19, 2025

New Retirement plans and IRA Contribution Limits – COLA adjusted for 2026 …. About the same as prior year adjustments …

J.K. Financial, Inc. 2026 Retirement Contribution Limits

  • John Kvale CFA, CFP
  • November 17, 2025

29th Holiday Party Reminder … 2026 Contribution Limits … RMD’s … Friday ..

Just a reminder, one week from tomorrow is our 29th Annual Holiday Party! New Contribution Limits The IRS issued their annual update for Cost of…

  • John Kvale CFA, CFP
  • November 14, 2025

A 50 Year Mortgage ! Hmmm …

J.K. Financial, Inc. 50 Year Mortgage

  • John Kvale CFA, CFP
  • November 12, 2025
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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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