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Weird Weather … Cold road trip … Friday …

Those not from the south… there is a saying, if you do not like the weather here… just wait a few minutes…. The Brain –…

  • John Kvale CFA, CFP
  • January 24, 2025

Q1 Winter 2025 J.K. Financial, Inc. Newsletter … Multiple Awards … Allocation Change as Contributions Become Draw … Buffett Analysis … Still time for 2024 Tax Savings … HSA Update – Patience … By John Kvale CFA, CFP

Q 1 Winter 2025 J.K. Financial, Inc. Newsletter

  • John Kvale CFA, CFP
  • January 22, 2025

Newsletter Complete …. MLK Day Monday Reminder …. Friday …

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • January 17, 2025

Q4 2024 Review and Private Policy Statement

Well, that’s a wrap for 2024! Looking back over the last quarter of the year and the complete year for that matter, what an interesting…

  • John Kvale CFA, CFP
  • January 16, 2025

Interesting Mid-Week Chart … 2024 Warmest Year on Record?

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • January 15, 2025

Did You Buy a New Primary Residence Last Year? – Homesteading Your Property – Most States are January 1st Residence Requirement – Possible Property Tax Savings –

Homestead Exemption Property Tax Savings Reminder

  • John Kvale CFA, CFP
  • January 13, 2025

Reminder and tips for final ES Payment of 2024! It’s Due Middle of Next Week ….

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • January 10, 2025

Holiday Tomorrow in Memory of President Jimmy Carter … Gemini comments ….

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • January 8, 2025

Last Minute New Laws … Seasonal Newsletter … Special Birthday – Happy 97th Dad!

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • January 6, 2025

December 2024 Financial Planning and Capital Market Audio Video Review – Fraud Reminder Zelle … FINCEN Mess … Goals and Resolutions … VIX … By John Kvale CFA, CFP

December 2014 Review By John Kvale

  • John Kvale CFA, CFP
  • January 3, 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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