Tag Archives: longevity

Tax Forms Update – They are all Completed – Yay – Let the Corrected Clock Tick … Personal Fun Longevity Experience while Walking into the Building … Friday … Back Yard Punxsutawney Phil Tree Update …

Posted on March 3, 2023 by | Leave a comment

Tax Forms Update

Ya ya… lot’s about Tax “Stuff” this time of the year year, but tis the season…. So some good news here!

This week all forms dropped for everyone… a lot had already been completed, but there were still a fair amount that had not been completed…..

If you have not received your form and need it, let us know as we have quick electronic access and can email it to you…. Most importantly, now the Corrected clock starts ticking… We will be in touch!

Personal Longevity Experience

Early this week while entering my building a nice elderly couple, led by the husband with a stroller mentioned they were moving slowly …. as I held the door with absolute pleasure to do so, I said not to worry, my father is happily 95 years old …. and we all move a bit slower as we luckily make those notches in our belts…

Surprisingly, the nice lady just behind the couple bellows… “My mom just turned 100 ..So I am in no hurry, just take your time!”

Still holding the door … the gentleman behind her yells “My dad is 87, you take your time sir … and enjoy the day and no problem!”

Couple of things to take from this experience….

  • What a great way to start the day …
  • Many are living longer …
  • Break the silence when you can … I think all parties involved also had a super start to their day!

Punxsutawney Phil Backyard Tree Update

Can you tell we are ready for spring to arrive? HA

Break In: Wow did we have a bad storm come through last night… 90 mph winds in some places … hope all close are ok!

By the way, Spring Break is two weeks out AND the time changes next week… a favorite day!

So how is our Punxsutawney Phil Tree doing? This picture is literally hours hold from the time you received the update…..

Notice the change? Here we go… with two weeks away, the next update should be interesting!

Have a Great Friday and a super weekend, next week is a one day early shortened “Work” week due to kids free day due to weather day make up Friday and the following is a tethered technology Spring Break week…but that is two weeks away.. enjoy your 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

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Posted in Investing/Financial Planning, John Kvale, Personal, Tax Related

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Make it to Year 2030 and You will Likely Live Over Age 100 – From Mauldin SIC Conference

Posted on May 10, 2021 by | Leave a comment

As noted with our excited post last week, we are once again in the throws of the John Mauldin SIC – Strategic Investment Conference.

So far this years most ear catching moment has nothing to do with finance but comes from two Doctors who are repeat speakers from last year to give the group a Covid related update.

Their predictions last year (think at a time where a lot of uncertainty abounded) were spot on and almost unbelievable accuracy. So accurate they hardly needed to update their presentation.

Knowing we teased you with the headline, stay with us please … and take a quick moment to review these two Doctors backgrounds/Credibility! – Pretty Awesome stuff!

These guys are not show boaters!

So maybe not Dr. Culver’s best look … think super smart professor we have all had in our life!

Make it to 2030 and You will Likely Live Over Age 100

My mouth almost dropped when I heard these two stately Doctors utter the words above.

There is a super cool chart that the Doctors had in their slide deck, and of course it is the ONLY slide that had “Not for Reproduction” …. so in honoring their request … here is a recreated slide from their predictions.

Since 1850 average mortality has increase 2.5 years every ten years.

From 2020 to 2030 the Doctors believe we will see an increase age expectancy of 30 years, yep THIRTY!

That is the huge jump in the chart on the very far right upper expected mortality age 112 !

Much of this is due to the expected pull forward of knowledge earned from Covid and the various Vaccines.

The Doctors repeatedly mentioned that they expect a youthful elder years as well, not just extended longevity!

Recommended Life Style and Personal Health Monitoring

Here is a quick Legend for the abbreviations:

  • Blood Pressure
  • Body Mass Index
  • Fasting Blood Sugar
  • Cholesterol
  • No Tobacco
  • Stress Management – VERY INTERESTING! Newly added by the Doctors

For the record, those are not low hurdles using my own situation as an example!

Look for a more detailed review of this in the coming Newsletter!

Have a Great “Make it to 2030, live to over 100” Day!

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

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Posted in Education, Forecast, General Financial Planning, Investing/Financial Planning, Retirement Planning

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