Tag Archives: Cell Phone

1 Minute Video Series Part 8 – Using Your Cell Phone to Upload Documents to Your Vault

Missed any of the 1 Minute Vault Series?

Here is a link to them on our main web page of JK Financial, Inc. and here is a link to them on our blog site here, and then here on our YouTube site.

Part 8 Uploading Important Documents to your Vault

In the eight of an every growing Vault series … and yes we are trying to keep these around 1 minute knowing time is valuable –

In this video here is what we discuss:

  • Opening the Vault Tab in your Personal Vault
  • Scrolling to the area to add something to your Vault
  • Safely putting your cell in photo mode to snap your important document – your document WILL NOT be saved to your cell for ever more security and safety
  • Boom – Showing you the document location upon loading

 

Have a Great “Cell Uploading Document Vault” Day!

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
www.street-cents.com

 

1 Minute Vault Video Series Part 7 – Using Your Cell Phone to Access Your Vault

If you don’t remember parts 1-6, do not worry. it has been some time since we originally put them out.

Here is a link to them on our main web page of JK Financial Inc and here is a link to them on our blog site here, and then here on our YouTube site.

“New” Vault Update

Ok, so it is not so “New” anymore, but there have been continual updates with TONS more to come.

In this 1 minute video, we show you the following:

  1. Download Our Neat Vault Logo App Looking Link to your Cell phone
  2. Update the Title of the Vault Logo Link
  3. Open the Cell phone Vault log in page from your phone

 

 

Have a Great “Cell Phone Access Vault” Day!

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
www.street-cents.com

 

March 2014 Financial Planning Money Saving Tip, Economic, Financial Review (Video) FINALLY

Welcome to our monthly review, which includes a video for further clarity and a lighter touch to the world of finance. At the beginning of this year we also added a special financial planning monthly tip to break up the monotony. Let’s get started.

BREAK IN: THIS VIDEO COMMENCES WITH AN ALL NEW AUDIO SYSTEM, SUCH THE DELAY,  WE ENCOURAGE YOU TO TAKE A MOMENT TO WATCH/LISTEN AT YOUR CONVENIENCE !

 Click here if you cannot see the video

Here for Vimeo

 

Cell Phone Pricing Wars Means Money In Your Pocket

This months financial planning tip came by accident from our own personal experience. Earlier this year the big two cell phone carriers commenced in a pricing war. Our discovery, originally from an investor standpoint, soon turned consumer. After multiple confirmations other than just ourselves, we feel certain we are on to something.Price War

The trick of this discovery is  you must log into your carrier and review your current plan. So far by pointing this out we have helped with several thousand dollars of savings.  Next time you pay your bill, take 30 extra seconds and click on your current plan, you may find significant saving are available.

Taxes – The Toughest Season in A Decade

This years taxes are the perfect storm for the following reasons.

  1. Tax payer relief act has sunset, diminishing many relief items.
  2. Phase Outs (restrictions of tax write-offs) are making for higher taxes due.
  3. AMT (alternative minimum tax) is making it’s presence known.
  4. Basis reconciliation is still troubling.Income Tax

This year, do not feel bad if your taxes are greater than years past and it is taking longer. The entire financial community has been slowed by this year’s tax season.

Market and Economic update

As mentioned in our cover letter and Q 2 2014 Newsletter, both on the presses and cyber ramp currently, the capital markets have gone no where so far this year. Bonds, the lumbering giants of safety have been the real winner in March as well as through the first quarter of the year.

10 Year Treasury W Trendline 4-8-14

 

Have a Great Day!

John Kvale CFA, CFP

http://www.jkfinancialinc.com
http://www.street-cents.com
8222 Douglas Ave # 590
Dallas, TX 75225

Spring Break Hump Day … Money Saving Cell Phone Tip

Ok…so I couldn’t leave the keyboard alone for the spring break week, but the writings are fun and fortunately this is never work to me. Yesterday I even had a lengthy interview with a reporter from ABC News, again a fun work related event, that if printed, I will let you know. Hope you enjoy the following “light” post from afar on Hump Day of Spring Break!

AT&T Wireless threw the official first punch by a wireless giant several weeks ago. Now with other wireless carriers (Verizon) following, you may find extra dollars in your pocket, if you request a change.

Cell Phone Price Wars = SavingsPrice War

Recently AT&T (my carrier) announced about a 33% decrease in some base plan rates.

Here is the Trick:

In order to have my personal bill lowered, I needed to log into my account on-line and choose the new plan pricing option. While not complicated, it did take action by myself to complete the transaction.

As an investor, this lower price is not always great due to the pressures on margins and the possible commoditization of services, however as a consumer this is a nice break.

Check it out….hopefully you will have the same savings! Every penny counts!

Have a Great Day!

John A. Kvale CFA, CFP

http://www.jkfinancialinc.com
http://www.street-cents.com
8222 Douglas Ave # 590
Dallas, TX 75225