Tag Archives: Gallup Pole

Newsletter Near the Presses – Neat topics-

Our editor is finishing up our regular Quarterly newsletter. This Newsletter offers some very timely topics, including some that are hitting the headlines right now.

Sentiment Rises

In an article titled “Everybody is Happy” we discuss various readings from the University of Michigan Consumer Surveys that show sentiment rising in multiple areas. Just by chance the following poll, from Gallup was just released… totally different poll…same result…

An all time high for this poll!

Russia- Putin

In one of our more lengthy articles, former Prime Minister of UK, David Cameron speaks candidly about Russia and Putin. With activity over the weekend occurring in Russia, another timely topic! Cameron’s interesting takes on Putin and his actions were very insightful.

Travel Tips

We offer three travel tips that may save you time, angst and money over the coming months as many of us non-regular travelers (present party included) hit the road.

The first tip, on how to help protect yourself when renting a car is from a recent and still pending situation earlier this year. Always glad to use personal experiences to warn and help others !

So we have teased the Newsletter enough, we will get it to the presses and publish it here soon along with our Video/Podcast review!

Have a Great Monday!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.


Fake IRS Calls – Interesting “Saving” Consumer – Birthday Boy The Brain! – Travels Next Week

After hearing multiple contacts by fake IRS calls, we were scratching our heads as to why! DOH….we understand now… these guys are really getting good.

Next Monday, October 17th, 2016 is the deadline for filing personal extensions. Timely fake calls.

Do not be fooled…it is easy to do if they catch you at the right time!

Interesting Consumer

In a recent Gallop pole, a broad group of folks are now finding it more important to save, rather than spend.


Source: Gallup Poll Social Series: Economy and Personal Finance. Based on results of Gallup Economy and Personal Finance poll conducted on April 6-10, 2016

Wow…. we want to dig deeper into this.

Initially this data may mean a headwind to the economy as consumer spending makes up the majority of the US  Economy and economic growth.  HOWEVER a healthier, financially stronger, happy consumer EVENTUALLY will feel empowered.

We like these types of numbers !

Birthday Boy

Due to confidentiality we can write very little about specific individuals… But a shout out to Donald “The Brain” on his Birthday today is ok !

Happy Birthday DC .. Thanks for all you do for all of us!


Next week (and later today) the schedule has out of state (and town) travels. This is the last for a while, and both include the gang, so all good …. Ahh, but that is next week and today is your Friday heading into a super fall temperature feeling weekend.

Enjoy your day, your Birthday and your weekend !

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.

Old keeps getting older….rightly so in our opinion…Gallup says average retirement age moving up! Server on Notice

Remembering my 101 year old grandmother speaking of the “Old” people that she knows, conjures up how I felt as 40 passed by…some time ago now. Old is definitely getting older with longevity and happiness as factors in our opinion.

Recent Gallup poll Shows Average US Retirement Age is up

According to a recent Gallop poll, see graph below, the average age of retirees or expected retirees is now 61, far from the age 57 retiree in 1991.

Gallop Retirement Age Graph

As you can tell from this Gallup poll, the retirement age is rising and we believe it will continue as self-employment and technology mobility along with improved longevity all add to the equation.

In closing this is a very interesting subject for us and we intend to study it in greater detail along with various aspects of the retirement picture. We may even conduct our own poll in the future. We find often that many are working and intend to work far further into the retirement age zones of old.

Server is on Notice

The new fancy dancy server is on deck and ready to go. We will be shut down from email, vault and saved information the last two days of May as the migration occurs. We will notify you again, but wanted to give everyone a long runway of notice.

Have a great Wednesday!

John Kvale



8222 Douglas Ave # 590
Dallas, TX 75225