Tag Archives: Spring

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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Taxes are Done… Well at least most… Spring is here, Mosquito Bite Proves… Friday

Posted on April 22, 2022 by | Leave a comment

Monday after a long holiday weekend made for the final day of the regular form 1040 Tax filing day… yay

Extenders, which there are many, we will wrap up those as the needed documents arrive, but for the most part all the hard work is complete.

As mentioned earlier, we like the firm date of filing, but it does make for extraordinary busy days… all good of course…

Speaking of taxes, for those that have not, we always like a copy for our records for review and safe keeping… amazing how many threads of light our tax return will shed if needed… Thanks to all of those who have already shared a copy!!

Spring has Sprung

Usually the faithful tree out back makes for a good Spring has Sprung alert…. this year with the holiday and late spring, it came and went before we could make note here…. BUT the mosquito bite is a sure, but much less pleasurable sign Spring has Sprung….

Ahhhhh, but today is a Friday on a Spring has Sprung Weekend… Enjoy 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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New Newsletter Subject Format … Neat Subjects (Tease) for Newsletter … Friday

Posted on March 4, 2022 by | Leave a comment

If you ever want to know just how fast 90 days go…. at least it does for me, the Newsletter seems to come very fast each quarter, happily of course …but fast…. Remember when Birthdays seemed forever to come? Not sure about you, but try to dodge them now… and they darn sure come faster… Ok Ok Digressing….

The Newsletter is under construction with a big construction goal this weekend… Given that the last two years of Newsletters have been dominated by one subject matter (some self imposed, some environmentally demanded) … this Newsletter comes in hot, with shorter articles, more subjects, and attempt to hit various age groups … Will see if we hit the bullseye!

Newsletter Subjects Abound

We have run across some really interesting subjects, especially as it relates to the economics of the stimulus and its effects on the economy. We may have just experienced a once in a generation event, that may be very evident in retrospect with analysis.

With lots of Tax law changes, the New Newsletter will have a good bit on that too…. Some reminders and some techniques, and hopefully some interesting tax savings techniques….

Ahhhh… but today is a Friday, heading into a Newsletter constructing weekend… after the frozen tundra just seven or so days ago, it is clear skies and warm weather here in the south… not over the cold yet here, but nice to have signs of Spring… heck a Robin has been wandering around the back yard, pretty sure that is a good sign that spring is near … just need our “early to bloom tree” to give us the signal…

Have a good Weekend, 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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Spring Has Sprung … at Least Here in the South, Time Change Weekend …. Friday Enjoy

Posted on March 6, 2020 by | Leave a comment

Our gang is not fond of the dark months….

Seemingly extra rain made for dark AND WET months this year….

Think that is a light at the end of the tunnel, not an on coming Train…

Time change is this weekend…. YAY – The family will gladly give up the sleep for the light in the evening….

Harder to get to sleep on time… WORTH IT!

Spring Has Sprung

Usually by the time each season nears its end, we are ready… this year, we were ready a few weeks (maybe a month..haha) ago… but finally here it comes… pics from the back yard and the neighborhood, again here in Texas…

The tree in the back yard is famous for being the first to bloom… no idea what type it is, but it is ALWAYS first across the blooming finish line…

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Ran across this on a local neighborhood bridge while headed for a long walk…. lots of colors…  SPRING HAS SPRUNG!

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Today is a Friday… enjoy your weekend…

More Heavy stuff next week if necessity dictates!

Happy “Spring has Sprung” 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

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Spring Break Schedule Travels – Spring has Sprung – Time Change/March Madness – Friday … Spring Pictures

Posted on March 9, 2018 by | Leave a comment

Next week is our school spring break. Each year we try as a family to take time from the rigid schedules of Tennis, travels, school and late arrival to home time. This year we will be out of town attempting to do the same. While last year we even tried not to have posts here – unsuccessfully… we are going to try even harder this year to be absent for the week … without a post as well.

No promises as we will be tethered lightly electronically as always!

Luckily the office Spring Breaks are staggered, leaving you in the capable hands of Donald the Brain and Cathy.

Spring has Sprung-

Speaking of spring … the all knowing Tree in our back yard has begun blooming, signaling the official start to spring. While not Punxsutawney Pennsylvania it’s record is perfect for the last 17 years …

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Time Change

Remember this is the time of year we gladly give up that extra hour of sleep in order to have extra light at the end of the day.

Don’t forget to happily roll that clock forward on this Sunday – yaya, most clocks do it automatically.

Let the sunlight evenings begin and a little March Madness too!

Friday

Today is a Friday, heading into a Spring has Sprung, Spring Break Week along with a much welcomed Time change.

Enjoy your day, your weekend and talk to you …. fingers crossed, not until the follow week.. no promises!

Here are a few more Spring Pictures from the family favorite jogging and walking trail near the house.

Have a happy “Spring Has Sprung” Day!

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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Memories of Spring from 2009, Capital Markets…. good times !

Posted on March 3, 2017 by | Leave a comment

Seems like only yesterday I was speaking to a close friend in the North East as the end of the winter season occurred in 2009….

“Don’t worry, spring has begun, folks will be happy and the capital markets will be too!”

Boy was he correct…. March 7, 2009 marked the bottom … cause and effect ? No one really knows!

Spring Has Begun 20170228_233516612_ios

Our back yard sports a small tree that is the first to blossom signaling the start of spring.

Oddly, this tree is very good at not jumping the gun … before the last freeze!

If the tree is correct and spring makes for good capital markets as it was in 2009 …. Let’s all buckle up and enjoy the ride!

Of course it will eventually end…. that discussion is for another day … enjoy your Friday and your weekend!

Happy Spring Has Sprung Friday!

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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