Tag Archives: Holiday Party

Holiday Party Save the Date Re-reminder … The Newsletter Begins … Early Fall Friday …

26th Annual J.K. Financial, Inc. Holiday Party

Dallas Museum of Art

Saturday November 19th 2 pm meet and greet then tour until 5 pm closing

(Weekend before Thanksgiving)

Ok … those are some large font letters above…. but wanted to get your attention and have you pencil it in your calendar….

Newsletter

With a fast month end approaching due to holidays and the afore mentioned travels… this weekend the Newsletter begins. The subjects have been decided… couple of podcasts interviews and another slowdown reminder…but there are no words as of yet…. that ends this weekend….haha

EARLY Fall Friday

Are you ready for some Football ? Usually means fall is just around the corner…. and it is…

Have a Great Friday and super weekend – Will talk to you on the other side of an initial Newsletter Creation weekend !

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.

A Dallas Texas based fee only

Financial Planning Total Wealth

Management firm.

jkfinancialinc

street-cents

A Very Productive Week … Finishing Touches on Neat Holiday Party Venue … Continued Office Updates … First Travels of Late/Post Summer Next Week … Friday

Some weeks we like everyone feel like our wheels are stuck in mud and we just cannot get out of our own way….

Not this week –

For a late summer, pre-holiday weekend coming down the pike, we had a fantastic week that we were able to share with many of you personally and of course in this venue….

Needless to say the time to sleep from head hitting the pillows for all was very short ..haha

26th Annual Fantastic Holiday Party Neat Venue – Save the Date November 19th 2022 @ 2 pm

Shhhh we are putting the finishing touches (actually waiting for contracts) for our 26th Annual New Never Attended Venue for our Holiday Party!

Sneaky Venue Soon Known – Any Guesses?

Saturday BEFORE Thanksgiving afternoon – November 19th at 2 pm

More details soon! yay

More Spiff to the Office

As mentioned here in our Wall Street’s Angst in Bloated Inventories may be good for MANDATORY needs… we continue with minor updates in celebration of our New Half Decade Lease Commencement …

Post Summer Travels – Happily First of Many

Next week kicks off the first post/late summer travels, happily with many on the horizon as we enter the fall season…

Less hurried travels we might add due to the noted delays with flights …. Lemons into Lemon Aide anyone!

Ahh… today is a Friday heading into a pre-holiday and travels week – Enjoy – Talk next week, maybe even some lighter subjects for our collective reviews!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.

A Dallas Texas based fee only

Financial Planning Total Wealth

Management firm.

jkfinancialinc

street-cents

BREAK IN – Financial Processing Bottlenecks Continue to be Delayed, DO NOT PROCRASTINATE … Party Tomorrow … Crooks are Still Out, Credit Card Fraud X 2 … Friday Before Thanksgiving Week … Office Hours Next Week, Technology Tethered Mostly

BREAK IN – Financial Processing Bottlenecks Continue

We mentioned earlier, but want to reiterate that we are seeing slowing of processing especially manual (think human touch processes) as we near the end of the year.

DO NOT PROCRASTINATE any unique financial transaction as there is likely a slow player somewhere in the Financial Food chain! Curve balls happen, but really try to anticipate any unusual Financial movements you may have from here to years end… it will make for a much less stressful ride to the finish line!

Party, it’s a Party Party – Tomorrow DAC 3-5 pm

We look forward to seeing all of you at the party tomorrow at DAC from 3-5 PM…

We lucked out on the weather and as such will have an indoor and outdoor area to meet and greet… Moving closer to Norm once again! YAY

Crooks are NOT on Holiday

As mentioned here, the travel schedule has happily fired back up, for the record in a very quick time…

With a two day turnaround trip to another state about two weeks ago, the large Fraudulent charge was not a surprise and caught immediately….

The second immediate charge of slightly different amount but to the same company slipped through the cracks as a slow processing of the original charge…. Well done there Mr. Crook…. but no harm done…

Needless to say, the Crooks are out in full force…. Oh… and for the record a new Travel Only Card is in the works for just this type of defense …

Friday Before Thanksgiving Week – Office Hours

Ahhhh…. Today is a Friday heading into a Thanksgiving Day Week…

With the kids off the ENTIRE week for the first time ever, we will be loosely covering the office in alternating shifts, thanks to tethered technology… (None of us are 100% on where we will actually be, thanks again Mr. Technology!)

Expect MAYBE one last posting of the most popular video EVER, Blooper’s Happy Thanksgiving!

Have a GREAT Friday, enjoy your day, weekend, and restful Holiday Week 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.

jkfinancialinc

street-cents

Holiday Party RSVP Reminder … Slower Processing Near Year End … Time Change … Donald “The Brain” Shines Preview … Friday

Our 25th Annual Holiday Party is shaping up to be great fun…. We have a neat surprise at the event, VR (Virtual Reality) for those that have not seen the possible future of meetings, gaming and communication… Thanks to the 14 year old for setting this up!

RSVP Deadline is Monday November 8, but we have a little wiggle room if you have reason for a late decision!

Slower Processing Time Warning

A while ago here, we mentioned the commencement of RMD’s (Required Minimum Distributions), next week these will occur in full force as we are detecting early softness in processing times, very similar to year end last year…

Do not wait till the last minute for any year end processing similar to the RMD i.e. Donations, contributions, time sensitive matters of any sort… there are still tons of remote workers in all parts of our transaction food chains….

Last minute processing will most certainly lead to added stress…. who needs that, so jump now and avoid the stress! We are heeding our own words!

Fall Back – Time Change

While not our favorite time of the year, being glass half full, with the Sunday November 7th time change, those morning outdoor workouts will be a bit brighter, of course as the expense of earlier sunsets….

Don’t forget to go to bed a bit earlier on Saturday night as your Sunday morning will come Fast Fast… heck, hardly any clocks need changing as most do it automatically,…. well Microwave and Car don’t but the trusted Cell and many other do!

Donald “DC” The Brain Shines Preview

Some of you call him the Wonder Kid, that fits too and he doesn’t mind at all….

You guys hear of my triumphs all the time, so certainly want to give “The Brain” his well earned cover as well…even though he probably would not have it if it was up to him…luckily I have the keyboard…haha (Maybe too much coffee this am .. sorry)

Next week, will include some national media “The Brain” has garnered from his continued expertise with some very technical portfolio tools that he has not only mastered, but been an important voice in the updates, changes and look of for future improvements…

Well Done and congratulations on the Recognition!

TGIF

With some travels under the belt, today, Friday feels nice…. looking forward to a recharging weekend….

Get ready though, back at it strong next week…

Enjoy your Friday and weekend!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.

A Dallas Texas based fee only

Financial Planning Total Wealth

Management firm.

jkfinancialinc

street-cents

Holiday Venue Preview Video VERY NICE Redo, RMD Season, 401k Max Season, Birthday Boy, Friday …

Just by accident, over the weekend the family happened to end up at our Holiday Venue, Dallas Athletic Club (Recall November 20th from 3-5pm) and there was a soft opening of our venue to work the bugs out….

The official opening was Tuesday of this week as an email went out to the entire membership…

Hoping the weather will be nice AND if so, anyone that desires an indoor/outdoor venue, we have you covered… check out the video!

Nice!!!

Hope You Can Make it!

RMD – Required Minimum Distributions Commence

For the great majority that may begrudgingly take those RMD’s, tis the season, we will begin in the coming weeks!

We want to make sure we stay well ahead of any year end disruptions…

401K Maximization Season

In maybe a tit for tat from the afore mentioned RMD, now is a good time to review our retirement contributions for maximizations…

Let us know if you need help, we have systems set up for easy calculations…

Birthday Boy Weekend

Those followers know I frequently end my post with “Spend time with those important in your life, it goes fast!”

Tomorrow he turns 14 – Recall Crazy Over Halloween Family

Ahhhh…but today is a Friday… You know the drill from above…. Talk 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.

jkfinancialinc

street-cents

HOLIDAY PARTY REMINDER … Early Friday for Collective Safety (Kids on the Streets) …CONFUSION – Off Monday, Loosely Tethered ….

HERE IS YOUR REMINDER FOR OUR 25TH ANNUAL HOLIDAY PARTY

DALLAS ATHLETIC CLUB FROM 3-5 PM

SATURDAY BEFORE THANKSGIVING NOVEMBER 20TH 2021

INVITATIONS GO OUT LATE NEXT WEEK

HOPE YOU CAN COME

CONFUSION ON HOLIDAY

At this moment, we think the Federal Reserve will be closed on Monday which means wires will not occur and the post office…. there is confusion on Banks…

We would plan on not being able to move money Monday, just to be safe…

Rowdy Kids Friday and Holiday Weekend

Today is a Friday, heading into a long weekend due to the local Texas State Fair Day weekend with kids off Monday and an early exit today….

For the collective safety of the local residents and a bit of a break before fall kicks in completely, we will be out early today and loosely tethered on Monday.

As a kid, sure do not recall so many Holidays…. maybe they went by so fast…. oh well!

Have a Great Friday, Super Weekend and Talk 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.

jkfinancialinc

street-cents

25th Annual J.K. Financial, Inc. Holiday Party, Save the Date, Saturday Before Thanksgiving, November 20th from 3-5 PM Dallas Athletic Club – COMPLETELY Remodeled Venue- See Progress Pictures

We are SUPER Happy to Announce our 25th Annual Holiday Party

SAVE THE DATE

At Dallas Athletic Club

November 20th

3-5 PM

Here is what it used to look like?

Here is what it look like right now!

Pam and Pierce – Peeking

Complete redo, with an indoor and outdoor bar, hence the outer shell!

Have a Great “Save the Date” Day and Happy Friday!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.

A Dallas Texas based fee only

Financial Planning Total Wealth

Management firm.

jkfinancialinc

street-cents

Last Year the Perot Museum, Next Year Dallas Athletic Club, This Year No Holiday Party, Staying Safe

Last year we had the 24th Annual J.K. Financial, Inc. Holiday Party at a place that we had always desired to go but the newness and the cost of that newness had prevented us.

Finally an early date allowed us the ability to have the Annual Holiday Party at the much desired Perot Museum. Little did we know that we would not be having a party this year making last year‘s memory all the more special.

For the safety of our selves and of others we are not having a party this year.

We know that that may disappoint some but out of an abundance of caution and being conservative in all facets of what we do, we are not going to have the holiday party this year.

The good news is as we will certainly have a wonderful and much appreciated party at Dallas Athletic Club if possible next year!

True to many things in life we grow to appreciate them much more when they’ve been snatched from us. We look forward to the exhaustion that follows visiting with everyone and seeing everyone and will embrace the closeness of getting to see everyone like we’ve never done in the past 2 1/2 decades.

Be Safe and We Look Forward to Seeing EVERYONE Next Year!

John A. Kvale CFA, CFP

Founder of J.K. Financial, Inc.

A Dallas Texas based fee only

Financial Planning Total Wealth

Management firm.

jkfinancialinc

street-cents

From Party Last Night ..Walk Down Memory Lane Video … Fun Pics – Friday

This video was playing throughout the elevator monitors during the party last night…audio is neat if you are in a place to listen!

Some great memories – 24th year of party, 30th year in the business….

Thanks so much to all, especially those that traveled far to come, we hope you enjoyed it as much as we did seeing everyone and visiting.

A Few Pictures as well !

This slideshow requires JavaScript.

Time Goes Fast…. All Good!

Have a Great “Walk Down Memory Lane” Friday!

John A. Kvale CFA, CFP

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

 

 

Perot Parking Directions – Better Lucky Than Good, A Totally New Exhibit Opened Two Days Ago – Fox 4 News Preview Interview …

Its a little tricky getting to the parking lot, but we have our own private lot that is the closest we could possible get to the actual museum…. Here is a reminder for those coming tonight:

perot invite_Page_1

Better Lucky and Good

We were told a new exhibit would POSSIBLY be open by the time our party occurred… Guess What?

It opened two days ago.. as seen in this neat interview from Dallas Fox 4 News….

See you guys tonight!

John A. Kvale CFA, CFP