Tag Archives: Birthday

Overzealous Spam Filter on New System … HUGE Social Security COLA … 5.9% to Be Exact, Wow…. COLA Pension Recipients Check Your Benchmark… Birthday Week – Jen and Donald Same Day Yesterday, Happy Birthday Guys … Friday Before Busy Virtual Conference Week

Our summer project this year was to replace our server, update our office Wifi with greater speed and security as well as move our email system to a new more secure platform…

All this wonderful security and speed has led to an occasional overzealous spam filter…. we are validating all emails as safe, but the super sonic spam filter still grabs them every once in a while… please re-email us is you do not hear from us in short order… apologies for the accidental Ghosting, we thought we had this all fixed, but two instances in the last two weeks led to this announcement….

Big COLA Increases

Back in late July of this year, we warned here of possible GREAT news for Social Security and COLA Pension Recipients….

On Wednesday (10-13-21) the BLS (Bureau Of Labor Statistics) released the final month of the third quarter CPI-W which gave the average for the third quarter and is used to calculate the COLA (cost of living adjustment) for next year’s (2022) Social Security Benefits….

From this Release :

Social Security National Press Office Baltimore, MD
Cost-of-Living Adjustment (COLA):
Based on the increase in the Consumer Price Index (CPI-W) from the third quarter of 2020 through the third quarter of 2021, Social Security and Supplemental Security Income (SSI) beneficiaries will receive a 5.9 percent COLA for 2022.

Pension recipients, check that benchmark … you may have a nice surprise awaiting next year … YAY!


Always try to do something unique for the office Birthday’s … but some how we ended up with two on the exact same day…. Wow… tough creativity all at once…

Happy Birthday Jen and DC the Brain… You guys are great!

Friday Before Full Week of Seminars and Welcome Learning

Today is a Friday and next week we have a full week of Virtual Seminars and Fantastic learning… Looking forward to it for sure… Will bring you any important details in short order…

Have a Great Weekend, Enjoy your Friday and Weekend!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.

A Dallas Texas based fee only

Financial Planning Total Wealth

Management firm.



Double Birthday Wishes …. You Cannot Make this Up!

Not sure on the saying, but goes something like ….

Two birds with one stone!

No no, more like this ….

Have Your Cake and Eat it too!

No, how about this ….


Oh ….goodness….

Two For One ?

As a small happily high touch firm, it would not work without you!

Happy Birthday Jen and Donald

Yep, both are on the same day – TODAY!

10k Finished !

Cheers and thanks for everything, you guys are GREAT!

John A. Kvale

Happy Birthday … Friday Travels

We usually keep to all business here … well mostly business, an occasional blooper here or there with drop in humor.

Today, on a lighter note to begin the year, I want to wish my dad a Happy Birthday tomorrow!


Ed Kvale 2016

Travels Today

Today we travel back … in the saddle, ready to go next week !

Lot’s to talk about!

See you then!

John A. Kvale CFA, CFP

Earnings Update … Monday Travels (Groundhog) … Birthday Boy

Currently we are smack in the middle of earnings season ….  Guess What ?

They are pretty good, not great, but certainly not bad. Hats off to managers as they maneuver through a sluggish economy and a slightly ill consumer. Well done guys.

We will go deeper soon, but so far so good!

Ground Hog Day Travel

Monday a week ago, on a planned fun turn-around trip , I DID spend 2.5 hours in a plane, but unfortunately never left the tarmac, as storms and low gas canceled both the outbound and return.

Monday we try again. Rain anyone !!!!

Birthday Boy  … Happy 7th

Happy 7th birthday Pierce, seems only yesterday we brought you back from the hospital.Pierce

This is why ….. It’s a Friday, headed into a weekend, I REMIND …enjoy and do not forget to spend time with those special in your life… It goes fast !

John A. Kvale CFA, CFP

PS Some BIG NEWS soon!! Tease Tease

8222 Douglas Ave # 590
Dallas, TX 75225