Tag Archives: Travels

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

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

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

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

 

Vacation Galore… or not …Back to School

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

 

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

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!

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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