Tag Archives: Travels

On the way back home … Long weekend … Labor Day Monday !

Posted on September 2, 2022 by | Leave a comment

In concluding a fantastic start to a more “Normal” travel season…. It is super to report from just a little less than a year ago…. Things are well, returning to normal….

As you read this, the travels are in action and the flight is back south to home for a long weekend…

So great to visit, so great to feel more normal… YAY

Next week is a short week as we unofficially start the early fall season.

Ahhh…but that is next week and today is a Friday heading into a Labor Day Holiday extended weekend….

Enjoy and spend time with those important in your life… Talk mid 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

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

Posted on August 26, 2022 by | Leave a comment

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

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Late Arriving Tax Form (5498) Reminder, Friday Holiday Weekend, School is Out, Family Travels Next Week …

Posted on May 27, 2022 by | Leave a comment

FORM 5498 REMINDER

Form 5498 is headed to some of our mailboxes over the next weeks, here are some of the reasons why:

  • Rollover of a 401k or the like to an IRA – Most frequent
  • Contribution to an IRA
  • Contribution to a SEP

One of the most confusing parts of this form is that even though you may have made a qualified contribution for a prior year i.e. 2020, if you made that contribution in 2021, depending on the type of contribution the Form 5498 MAY show your contribution in year 2021. 

Not to worry, the IRS knows there are frequently a seemingly miss match of years and accounts for this.

Here is the IRS information if you need further clarity.

Holiday Weekend

Monday is a Bank, Government, Capital Market and our Office holiday, honoring memorial day!

We happily Honor those Military … serving current, former, and no longer with us, for allowing us the safe world we live in now!

Schools Out and So are We – JK out Next Week

The kids are out as of noon today and our office will close mid-day too!

Next week, I will be out as well…

While not knowing the strength of Wifi in our destination, may be a bit more muted than normal!

Have a Great “Schools Out, Long Weekend” 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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More than Return to Normal, Big Wait at Regular Lunch stop… Post travels week Observations … Friday …

Posted on May 13, 2022 by | Leave a comment

As mentioned here last week, there are several travel extravaganzas in the coming weeks and a completed one just this past week ….

In an adjoining state just north of our Southern Texas … a regular meeting place garnered the following crowd….

Upon entrance a 45 minute wait was estimated…. Luckily it was not near that long, but we as a population are no doubt interested in getting out! Yay

For the record… after almost a decade of visits in this same location (creature of habit and avoidance of getting lost…haha) there has never been more than a 5 minute wait….

Ahhhh… Today is a Friday, heading into a nearing the end of School month- Wow… 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.

jkfinancialincstreet-cents

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Office Hours … Mostly Out … Staggered but Tethered … Happy Holidays!

Posted on December 17, 2021 by | Leave a comment

Today all of our gangs get out for the Holidays at noon…. Whew, we made it!

Anyone else feel like the dash from Thanksgiving to the Holidays were REALLY short this year? Digressing…

Office Hours … Mostly Out … Staggered but Tethered

Each of us are 100% mobile and can even receive calls to the office while away….

We all have trips planned … possibly pent up wishes!!!

With the Financial Bottlenecks completely stalled, we are very glad to have most all of our “Known” year end “To Do’s” completed- YAY!

Of course, emergencies happen, my actual travels are on the weekends, although early next week will likely be weak Wifi … and it may take us a bit longer to get back to everyone, thanks for the understanding in advance!!

Happy Holidays … No way to stay off the keyboard that long, so expect some cheerful short posts over the Holidays!

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 Donald Capone, Jen Hill, John Kvale, Personal

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Fake IRS Calls – Interesting “Saving” Consumer – Birthday Boy The Brain! – Travels Next Week

Posted on October 14, 2016 by | Leave a comment

After hearing multiple contacts by fake IRS calls, we were scratching our heads as to why! DOH….we understand now… these guys are really getting good.

Next Monday, October 17th, 2016 is the deadline for filing personal extensions. Timely fake calls.

Do not be fooled…it is easy to do if they catch you at the right time!

Interesting Consumer

In a recent Gallop pole, a broad group of folks are now finding it more important to save, rather than spend.

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Source: Gallup Poll Social Series: Economy and Personal Finance. Based on results of Gallup Economy and Personal Finance poll conducted on April 6-10, 2016

Wow…. we want to dig deeper into this.

Initially this data may mean a headwind to the economy as consumer spending makes up the majority of the US  Economy and economic growth.  HOWEVER a healthier, financially stronger, happy consumer EVENTUALLY will feel empowered.

We like these types of numbers !

Birthday Boy

Due to confidentiality we can write very little about specific individuals… But a shout out to Donald “The Brain” on his Birthday today is ok !

Happy Birthday DC .. Thanks for all you do for all of us!

Travels

Next week (and later today) the schedule has out of state (and town) travels. This is the last for a while, and both include the gang, so all good …. Ahh, but that is next week and today is your Friday heading into a super fall temperature feeling weekend.

Enjoy your day, your Birthday and your weekend !

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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Posted in Economy, General Financial Planning, Investing/Financial Planning, John Kvale, Market Comments, Personal, Retirement Planning

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We are not ignoring….New spam filter…Travels…Fall Friday

Posted on September 23, 2016 by | Leave a comment

With a fancy new spam filter set up, we are occasionally finding client emails in our Quarantined folder, however as we white list it will come immediately through our system.

If you’ve emailed us and not heard back, please email us again as we may have missed it in the fancy new spam folder. In the very short term we should have everybody white listed and all will be well again… ahhh  the perils of the new spam filter with no white listed emails.

Double Travels Next Weektravels

After a quick one day turnaround trip on Monday, late in the week a second trip is on the books.

It’s all good……. but that’s next week, and today is a Friday, enjoy your weekend and you know the drill … be sure to spend time  with those special in your life!

Hope you enjoyed the first week of fall! Cooler temps..colors on the trees….fall is in the air…

Talk to you 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.
www.jkfinancialinc.com
www.street-cents.com

 

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Posted in Clients/Clients Only, Investing/Financial Planning

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Vacation Galore… or not …Back to School

Posted on August 19, 2016 by | Leave a comment

Those with kids in the system hurry to get in the last bit of freedom before the school year gets going. This week, and the next, make up some of the busiest vacation weeks of the year. Low trading volumes, “out of office reply” and voice mail pile ups set the tone..

Those WITHOUT kids in the system are ready for the others exit ….. the rates drop and the space is ….well  … available… cheers to all of you wise ones !!!

My residence is in the former group…it’s all good !

Back to Black(School)

According to my gang, Monday the 22cnd “The Official” start of school is a death sentence … known as Black Monday (The Capone homestead started this week!) 

Someone told me the kids were sad and mad … Catchie and true!

  • Early to bed, early to riseA photo by Brooklyn Morgan. unsplash.com/photos/vlSyS1VLCoQ
  • Study
  • Structure
  • Learning new things
  • Shorter daylight (personal least favorite)
  • Pool Closures (OUCH)
  • Meeting new friends (this point is ok!)

These events come all at once, again according to my gang … to make for nothing short of torture … the end of summer break..

BUT … but  the start of multiple sporting seasons ? Crickets….

Ahhh… all of this starts next week…at least for my gang…

Enjoy your Friday and your weekend ! Talk to you 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.
www.jkfinancialinc.com
www.street-cents.com

 

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Posted in Donald Capone, Investing/Financial Planning, John Kvale

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Let the Travels Begin … Six Weeks … Up First the Nattional Conference

Posted on February 3, 2016 by | Leave a comment

Starting today, I begin a six week consecutive travel schedule.  I will not be out a full week until the first full week in March, but until then a day or two here or there.Traveling

Today, as you receive this email, I am on a plane to a National conference that I attended for the first time in almost a decade, last year. Donald was a speaker last year and from my attendance, I realized-

“You can teach an old dog new tricks!

20150129_193001847_ios

With tons of meetings scheduled and 3000+ of my fellow advisors in attendance, look for some great insights, new ideas, contacts and most likely reviews of speakers.

Let the learning begin!

Have a Great Day!

John A. Kvale CFA, CFP

http://www.jkfinancialinc.com
http://www.street-cents.com
8222 Douglas Ave # 590
Dallas, TX 75225

 

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