Today is the last day of the quarter and the half way point of the year. While it has gone extremely fast, and with this week being a holiday shortened July 4th week, take a moment to reflect.
end of the Second Quarter 2014: Middle of Year
So if you are like me, a new year’s resolution list makes its way to your sights at the turn of the year. With today being the half way mark, take a moment to dust off those goals. If you did not have a resolution list, take 15 minutes and reflect on the goals, values, and achievements you most certainly had during the holidays. Ask yourself … “Am I headed the correct direction?”
Are you where you want?
My bet is yes, so pat yourself on the back and enjoy the holiday shortened week.
If you slipped a little, be it finances, attitude, time management, friendships, weight, relationships, or ANYTHING …. not to fret … it’s only the half way point of 2014. This is your gentle reminder to make those goals more of a priority.
YOU CAN AND WILL DO IT!
Let us know if we can help … We greatly enjoy being accountable for you !!
Have a great Monday.
John A. Kvale CFA, CFP
http://www.jkfinancialinc.com http://www.street-cents.com 8222 Douglas Ave # 590 Dallas, TX 75225
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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.
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.
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.
Have a Great Day!
John Kvale CFA, CFP
http://www.jkfinancialinc.com http://www.street-cents.com 8222 Douglas Ave # 590 Dallas, TX 75225Share this:
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Posted in General Financial Planning, Investing/Financial Planning, Market Comments, Video
Tagged Bonds, Cell Phone, End of Quarter, Financial Planning, taxes