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  • Monthly Video
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  • Back to Basics
  • Contact Us
$treet-¢ents
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Cost Of Living Adjustment (COLA) for Social Security 2.5% in 2025 … Pensions, and expect other increases …

The Social Security Administration (SSA) recently announced the Cost of Living Adjustment (COLA) increase starting in 2025 for those receiving Social Security benefits… Copilot created…

  • John Kvale CFA, CFP
  • October 16, 2024

Market Holiday … Birthday Wishes Jen AND Donald yep both same day !!

Today is a strange day for Capital Markets and the Financial system for that matter…. Money will not move due to the Government wire and…

  • John Kvale CFA, CFP
  • October 14, 2024

New LLC Owners Mandatory Filing, Additional Items – CTA/FINCEN Filing FAQ’s from the week – Biggest question is why now? Brand New Law! …

On Monday of this week we posted a heads up about new LLC laws passed that force identification information from FINCEN (Financial Crimes Enforcement Network)…

  • John Kvale CFA, CFP
  • October 11, 2024

Q3 2024 Review – Unique Economic Cycle – Rate cuts begin – Election Year

As we finished the Third Quarter of 2024, the next part of this most interesting economic cycle commenced. While we were able to stay away…

  • John Kvale CFA, CFP
  • October 9, 2024

CTA – Corporate Transparency Act – Listen Up if you own a LLC or are associated with one in ANY way! Beneficial Ownership Information! A possible Major deadline soon! FINCEN filing!

Cutting to the chase for those short on time! As of right now, there is a major deadline of 12-31-24 for filing an identity report…

  • John Kvale CFA, CFP
  • October 7, 2024

Two New Scams to watch out for this week! Formal looking Letter claiming funds due, Phishing Email from a fake Broker Website, Stay Diligent! … Friday …

Not including a rouge phone call that sounded very real but was not …. We were exposed to two very good Scams this week…. Fake…

  • John Kvale CFA, CFP
  • October 4, 2024

Q4 2024 J.K. Financial, Inc. Newsletter … Homeowners and Auto Insurance Rates Skyrocketing … Early Investors Tips of Building and Keeping Good Credit … Party at the Arboretum Saturday November 23 1-3 PM !! … By John Kvale CFA, CFP …

Q 3 2024 J.K. Financial, Inc. Newsletter

  • John Kvale CFA, CFP
  • October 2, 2024

September 2024 Financial Planning and Capital Market Audio Video Review – 401k Run Rate, RMD and D for some Non RMD, Rate Cuts … By John Kvale CFA,CFP

Hello and Welcome to our September Financial Planning and Capital Market Update! If you are too busy to read, feel free to listen as we…

  • John Kvale CFA, CFP
  • September 30, 2024

Big Honor Pre Announcement …. RMD, D’s for Non RMD’s …. Newsletter Video Camera … Early Fall Friday …

While we wait on compliance approval and our actions to make a very Big Announcement and great honor…we will tease here a bit… we cannot…

  • John Kvale CFA, CFP
  • September 27, 2024

Why are Insurance Rates going up so fast? In Particular Homeowners and Auto … Excerpt from the Newsletter …

Clients be sure to watch your mailbox (yes we love technology, but the Novelty of a paper Newsletter is too great to pass up) for…

  • John Kvale CFA, CFP
  • September 25, 2024
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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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