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$treet-¢ents
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Try it before you buy it !! New Residence discussion, tips and key items

J.K. Financial, Inc. Try before you buy that next residence

  • John Kvale CFA, CFP
  • June 17, 2026

Tax Rates over the years … Paying a little along the way … Thoughts and strategies …

J.K. Financial, Inc. Tax Rates and Long term thinking about taxes

  • John Kvale CFA, CFP
  • June 15, 2026

Things Learned this Week Flying Solo … Holiday Shortened week next week …. On the Road but still tethered next week … Friday

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • June 12, 2026

Sneaky ES Payment Reminder for Q2 … Consumer Price Index CPI …

J.K. Financial, Inc. ES Payment Reminder

  • John Kvale CFA, CFP
  • June 10, 2026

Have we been spoiled with quick Capital Market reversals ?

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • June 8, 2026

Complete AI pontifications that this weeks email cut … Annual Reminders of Money Linking Clients/Clients only… Flying solo next week!! Friday …

J.K. Financial, Inc. AI Pontification Money Linking Notification

  • John Kvale CFA, CFP
  • June 5, 2026

AI V Dot.com … Similarities, differences, rhyme ? Professor Scott Galloway and Long term guestimates!

Scott Galloway, vocal NYU professor, speaker and Entrepreneur, used as a professional source for reference of material

J.K. Financial, Inc. AI v Dot.com

  • John Kvale CFA, CFP
  • June 3, 2026

May 2026 Financial Planning and Capital Market Audio Video Podcast format Review … Inheritance – Heirship continuance, Beating the stats … Keeping up with the Minutes … No AI Writing here … Economy and Oil – Great Charts and Review/Comments … By John Kvale CFA, CFP

May 2026 Review by John Kvale

  • John Kvale CFA, CFP
  • June 1, 2026

Updated intro video … AI v Dot.com and Job preview … Friday …

J.K. Financial, Inc. AI V Dot.com

  • John Kvale CFA, CFP
  • May 29, 2026

All Original articles, all the time, spelling and grammatic errors included …. From Visual Capitalist – AI written articles over take Human for the first time!

J.K. Financial, Inc.

  • John Kvale CFA, CFP
  • May 27, 2026
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Latest Videos
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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