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  • Monthly Video
  • Newsletter
  • Summary Tax Tables 2025 and 2026
  • Back to Basics
  • Contact Us
$treet-¢ents
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Fun Goal Setting Review Pre-view … Friday …

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • December 26, 2025

Happy Holidays and Best Wishes to All!

John A. Kvale CFA, CFP AI Content Authenticity: AI created the image. All of the following text content has been completed by myself and has…

  • John Kvale CFA, CFP
  • December 24, 2025

Planning for Mandatory 401k Roth Catch up Rules of 2026!

J.K. Financial, Inc. Catch up 401k Roth Mandate

  • John Kvale CFA, CFP
  • December 22, 2025

New 401k Catch Up Rules in 2026 ! Friday ….

J.K. Financial, Inc. Mandatory Roth

  • John Kvale CFA, CFP
  • December 19, 2025

Great Chart of Average Age of First Time Home Buyer – Almost 10 year older than a decade and a half ago – Mortgage Rates, Housing Prices, Student Loans ?

J.K. Financial, Inc. Age of First time Home Buyer

  • John Kvale CFA, CFP
  • December 17, 2025

RMP – Reserve Management Purchases …. After completion of QT AND lowering of Short Term Rates … $40 Billion month Purchases, a slight flip flop….

J.K. Financial, Inc. Reserve Management Purchases

  • John Kvale CFA, CFP
  • December 15, 2025

FOMC Lowers short term rates, A new term “RMP” from the FOMC, Closer to year end … Friday

J.K. Financial, Inc. Lowered Rates and new Term RMP

  • John Kvale CFA, CFP
  • December 12, 2025

Quietly the FOMC has complete QT – Quantitative Tightening – Bond Market pressures will be less !

J.K. Financial, Inc. QT Ends

  • John Kvale CFA, CFP
  • December 10, 2025

Fall 2025 J.K. Financial, Inc. Newsletter … 529 Reminder … Economic Probabilities … Residential Housing Analysis … By John Kvale CFA, CFP

Fall 2025 J.K. Financial, Inc. Newsletter - Housing, 529, 401k, Economic Probabilities

  • John Kvale CFA, CFP
  • December 8, 2025

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
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April 2026 Financial Planning and Capital Market Audio Video Podcast format Review … Tripit Tavels … Inheritance stats … Burnt Bridges … Collage of Indexes Market Indexes … By John Kvale CFA, CFPMay 4, 2026
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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, CFPFebruary 25, 2026
January 2026 (Yikes – Already!) Financial Planning and Capital Market Audio Video Podcast format Review … Tax Time Lines and 2026 Master Sheet … Kevin Warsh on Deck as FOMC Chair … By John Kvale CFA, CFPFebruary 2, 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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