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CYBER REMINDER – It’s Summer, Keep Your Guards up – Watch out for “RATS” – Remote Access Tools – A Clever Vendor Text but with a flaw … Friday !

J.K. Financial, Inc. CYBER REMINDER - It's Summer, Keep Your Guards up - Watch out for "RATS" - Remote Access Tools - A Clever Vendor Text but with a flaw ... Friday !

  • John Kvale CFA, CFP
  • July 11, 2025

It’s finally here, the new tax bill that is! First looks and Very Early Initial thoughts … Much more analysis to come!

J.K. Financial, Inc. Tax Bill Update -First Look

  • John Kvale CFA, CFP
  • July 9, 2025

Midyear Q2 2025 Review – Fast and Slow, Tariff, Tax Bills, Geopolitical and Rates

J.K. Financial, Inc. Midyear Q2 2025 Review - Fast and Slow, Tariff, Tax Bills, Geopolitical and Rates

  • John Kvale CFA, CFP
  • July 7, 2025

Happy Early 4th of July … On a Friday too!

J.K. Financial, Inc. Happy Fourth of July

  • John Kvale CFA, CFP
  • July 2, 2025

June 2025 Financial Planning and Capital Market Audio Video Review … Tax Laws down to 940 pages … Bad Habits … Hiccup … By John Kvale CFA, CFP

June 2025 Review by John Kvale

  • John Kvale CFA, CFP
  • June 30, 2025

A Small Chance for New Tax Laws Before July 4th ! Friday … Happy Early Friday 4th of July !

J.K. Financial, Inc. Possible Tax Law Changes finalized!

  • John Kvale CFA, CFP
  • June 27, 2025

Why you should Check your Social Security Statement – No Matter your age! Confirm you received credit for your Payments/Earnings History!

Picture of a Social Security Card

Double Check that Social Security Statement

  • John Kvale CFA, CFP
  • June 25, 2025

Biggest 2024 Movie Bombs … Finally after two pass overs …

J.K. Financial, Inc. Movie Bombs of 2024

  • John Kvale CFA, CFP
  • June 23, 2025

On the way Home from Tokyo … Thoughts, Observations, Pictures, Investment thoughts …

J.K. Financial, Inc. Tokyo Observations

  • John Kvale CFA, CFP
  • June 20, 2025

Mid Week Bank Government and Capital Market Holiday Reminder … Juneteenth

Junteenth reminder

  • John Kvale CFA, CFP
  • June 18, 2025
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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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