Tag Archives: Happy Holidays

Seasons Greetings, Happy Holidays, Merry Christmas …. Financial stuff “Heads Up” Secure Act 2.0!

Wishing everyone a Season’s Greeting, Happy Holidays and a Merry Christmas!

As a “Heads Up” in the Financial world, there is a Bill (Secure Act 2.0 aka HR 2954) going through Congress that is likely to pass before years end … Recall in late December of 2019 Secure Act 1.0 was passed and signed into law, only to be lost in the multitude of laws around the virus and relief…

While not into law yet…. a few high points include:

Another increase in RMD (Required Minimum Distributions) age to 73 – currently age 72

401k and other similar increased contribution levels

Will keep you posted… but wanted to let you know we are watching closely!

Best Wishes and Have a Safe and Happy Holidays!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.

A Dallas Texas based fee only

Financial Planning Total Wealth

Management firm.



Merry Christmas, Happy Holidays, Seasons Greetings

Best Wishes…..

John Kvale and the entire Gang at J.K. Financial, Inc.


Happy Holidays From The Gang at J.K. Financial, Inc … Current Kvale’s … Throwback of Only Five Years

Happy Holidays and Merry Christmas

The Gang

Pierce and Sophia 2020

Throwback just 5 years – Goes Fast – Enjoy!

Happy Holidays, Seasons Greetings, Be Well, Be Safe!

John Kvale

Happy Holidays From the WHOLE team … Even too much of a good thing may be …. well…

As another year winds down and the Holidays are upon us. We wanted to wish all a wonderful holiday season, Happy Hanukkah, Merry Christmas and Happy New Years!

While most of the gang (below), this is certainly not all… as we have a wonderful support team in San Diego and Fort Worth, along with our Editor Kathy Colvin and the tons of super important tax professionals, estate planning and legal friends, research members, IT professionals, and long time relationships in the industry that do helpful lifting….you make this all go round very well … Thanks to YOU and THEM.. from the CORE team!


While it is certainly a joyful season and time for joy and fun….. just remember…

Even Too Much of a Good Thing……

Santa House 2015

Can be too much !

Seasons Greetings !

John and the ENTIRE support team, at J.K. Financial, Inc !






Happy Holidays and Seasons Greetings

Happy Holidays


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