Tag Archives: Gallup

Optimism Hits All Time High – PLUP Preview – Near Summers End Friday

Small business owners are really feeling happy –

This recent Gallup/Wells Fargo Poll of small business optimism is at all time high-  Nice!

8-15-18 Gallup Small Business Optimism

The PLUP

Do you have a PLUP? You likely should have one!

Next week we discuss the PLUP as a preview to a greater detailed article in the coming Q 4 Newsletter – yea, its hard to believe, but the last quarter of the year is nearing.

Today is a Friday, nearing the end of the summer and the month….

Get out to the pool, enjoy those special in your life, it goes fast!

Talk to you next week!

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

December 2016 Podcast Video, Financial Planning Tip and Economic Review- By John Kvale

The year is over… Wow, was that fast or what? As regular readers know we do a monthly review. Starting with this video we are going to also have an emphasis on describing our updates for those Podcast listeners. So if you do not have the ability to watch the video, the Audio Podcast of this review will bring you up to date and fill you in well.

Let’s finish 2016 with our December Financial Planning Tip and Economic Review.. Here we go!

December 2016 Video

 

Financial Planning Tip –

Tax Tips and more

The best part of these tips are they can be done now in the year 2017 and help our 2016 tax pain….

  • SEP – Offsets 1099/Non W-2 Income
  • HSA – Deductions for high deductible Health plans
  • IRA – Oldie but a goodie-
  • Roth – Special purpose retirement vehicle
  • Itemize those Sales Taxes

Capital Market Movement

Everybody is happy?

We have spoken about the consumer and her role in pushing GDP (Gross Domestic Production) forward when happy… now take a look at investor confidence, again from our friends at Gallup…

12-28-16-gallup-investor-confidence

Triple digits here we come ?  Time will tell!

Have a Great start to 2017!

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
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