Tag Archives: Memorial

Memorial Day Holiday – An Honor to you – THANK YOU for what you have created for the rest of us!

As the years accumulate on the date of birth card, a greater appreciation for those that provide the wonderful world we live in now due to their services!

Several years ago at our annual holiday party, a relative happen to make it to the party from way out of town who was also in the Military. His acknowledgement was made of the Military Service presence and a large round of applause occurred for his service … much to his surprise and much to our collective surprise, compliment, and happiness…. unexpectedly nice and supportive …

What follows are a few pictures snapped over the last year that may serve as a small bit of the appreciation we all have for those in the service and especially the fallen… NOT NEAR ENOUGH of course …


This pictures snapped last year this weekend from a local jogging trail — very cool!


This picture does not show it well, due to a bad photographer…. but there were literally hundreds of posters, the most revealing thing was the youth of those fallen!




John A. Kvale CFA, CFP



Memorial Day Weekend – Office Hours

With family, friends and many loved ones in the service, Memorial Day seems to mean more with each year that passes. Not sure we can thank you enough for your service and all that you have done, but we will never stop trying … Thanks for your service!

Thank You!

Today is a Friday and Monday will be the much deserved honored day for those who served!

Our office will be closed on Monday as well with travels bringing me back on late Tuesday night.

Talk to you on Wednesday!

Have a Great Memorial Day Weekend!

John A. Kvale  CFA, CFP

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


Mysterious Form 5498 Now Available Electronically, Coming Soon to your Mailbox, Office Hours For the Rest of the Week

The mysterious and somewhat confusing IRS form 5498 is now available electronically and may soon be making its voyage to your mailbox.

This tax form is one of the most confusing forms for everyone as it appears to come late in the tax season, however this is by design. Form 5498 reconciles with the IRS the following, although not in entirety:

  • Rollovers
  • Account balances
  • IRA/Qualified related tax issues

It arrives late in the season so as not to confuse you during the heat of the tax season and after regular April deadlines.  Granted, it eventually does confuse, but that is another story.

Do not worry that you are just now receiving this form. Just drop this form into your fresh new file for your 2012 taxes records and you are done!

Office Hours:

Cathy is taking Thursday and Friday off as her youngest daughter graduates from High School, and I will be out on Friday morning, returning briefly in the afternoon. We will not be open on Monday in honor of Memorial Day!

Have a super day and a great rest of the week!