After almost violating our own rule, here in this updated article we reviewed the reasons not to have a claim on your insurance.
With a mini water heater retiring under its own terms but leaving a small leak and also mandating repairs… it was a great time to remind ourselves and update the article – we hope you enjoy!
Ways to Electronically Access Data
In this article we review the various ways to access our electronic information and review the major differences between our New Total Vault and just regular Account View Access.
Personal Property Tax Growth Versus Assets
With multiple comments from many directions about the rising costs of personal property we set off to do an initial analysis on just why it seems personal property taxes are digging into our pockets a bit deeper.
Our findings suggest it important to take personal property taxes into consideration, especially when dealing with our Real Estate Assets.
Capital Market Comments –
It’s all about the FOMC – Federal Open Market Committee
Last month, here in great detail the FOMC, headed by Chair Jerome Powell made statements that led market participants to expect a lowering of rates – TODAY!
If they do not lower rates later today, market participants may be disappointed…. we would not, as our beliefs are that rates cuts should be used for more pronounced economic events…. if they do lower rates, it will likely not be a continued lowering, which is a great compromise for all!
Have a Great Day – Talk to you at the end of August!
Electronic Access to information is very easy, but can be confusing at times. What follows is an updated information article, as some of this has changed over the years … and likely will into the future!
There are two distinctly different electronic access points, which also have two totally unique log in portals.
This is an image of the top of our website at www.jkfinancialinc.com with the two links circled in red:
Here is an image of the location of the same log in links, here at www.street-cents.com
New Total Vault
This is our favorite catch all of our financial data electronic landing spot.
The Electronic Vault is a site that allows access to your specific information (like a personal safe deposit box), such as:
Quarterly Performance Reports
Wills and Trust Documents that we may have copies
Tax Returns if available and requested
Loan or employment related information
Other unique information that you may have a need for immediate, any time, access
You may also Deposit/Upload electronic documents directly from your computer to your personal Vault, for safe, any time, access
Connections to any and all outside accounts
Soon to come all the information in the Account View log it – i.e. Monthly Statements, Tax Statements
Entering the Account View area gives you access to the following information from our outside vendor:
Monthly Statements posted about 2 business days after the end of the month
Confirmations for all Trading Activities
All Tax Statements that are necessary for your IRS filings and that are reported to the IRS
Again, soon this information will be automatically added to your Vault, possibly negating the need for this log in at all.
We hope this has helped clarify some of the confusion that may have occurred as many of you have chosen to embrace these options for your personal use.
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!
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.
July 2019 Podcast Video, Financial Planning and Capital Market Update – By John Kvale
Hello and Welcome to our July 2019 Financial Planning and Capital Market Update!
If you are too busy to read, feel free to listen as we describe our post and thoughts in friendly podcast format as well as Video!
Newbies –
We like to articulate our thoughts and review on a Monthly basis our Financial Planning Tips, Capital Markets and current events!
July – 2019 Video
Financial Planning Tip (s) –
We did have a CLUE
After almost violating our own rule, here in this updated article we reviewed the reasons not to have a claim on your insurance.
With a mini water heater retiring under its own terms but leaving a small leak and also mandating repairs… it was a great time to remind ourselves and update the article – we hope you enjoy!
Ways to Electronically Access Data
In this article we review the various ways to access our electronic information and review the major differences between our New Total Vault and just regular Account View Access.
Personal Property Tax Growth Versus Assets
With multiple comments from many directions about the rising costs of personal property we set off to do an initial analysis on just why it seems personal property taxes are digging into our pockets a bit deeper.
Our findings suggest it important to take personal property taxes into consideration, especially when dealing with our Real Estate Assets.
Capital Market Comments –
It’s all about the FOMC – Federal Open Market Committee
Last month, here in great detail the FOMC, headed by Chair Jerome Powell made statements that led market participants to expect a lowering of rates – TODAY!
If they do not lower rates later today, market participants may be disappointed…. we would not, as our beliefs are that rates cuts should be used for more pronounced economic events…. if they do lower rates, it will likely not be a continued lowering, which is a great compromise for all!
Have a Great Day – Talk to you at the end of August!
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
www.jkfinancialinc.com
street-cents
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Posted in Economy, FOMC, General Financial Planning, Insurance, Interest Rates, Investing/Financial Planning, Market Comments, Monthly Review, Podcast, Video, Why
Tagged Account View, FOMC, Interest Rates, Property Tax, Rate Decision, Rates, Vault