Tag Archives: Vault

From the Road – Vault Savior – Interesting Personal Theft Story/Warning and Police Candid Response

As mentioned mid-week the road is calling and an out of state travel schedule is currently being tended to… BUT, a great personal story from last week is worth a remote review — enjoy!

What follows is the personal story from last weekend that once again highlights the handiness of our Vault – but should also pose as a warning for those possible gym rats – present party included…

Personal Theft Story

At approximately 10:00 am Saturday October 20th – a quick work out was in the cards as there was a gap between the 13 year old’s tennis match and the 10 year old’s need to be transported …..

After carefully parking underground -(tons of little guys in the YMCA garage due to soccer being moved indoors) – Wallet tossed into the cup holder, along with the car keys and a tug of the small towel to cover both items from outsiders view (unsuccessfully) …. doors locked from external key pad and heading to the stairs to climb to the ground floor…. a bad guys was scoping …

Retuning about 10:30 am, grabbing car keys and sticking wallet into the pocket the day continued –

At 10:40, 10:41 and 10:42 am three charges of $500 each (gift cards) were charged to two separate cards after the third attempt to the same card set off a fraud alert…

Funny call –

With cell phone text notification of a $500+ charge to a local grocery store – a “no” text response returned a texted phone number which was casually called …

“Fraud services, are you in possession of your card” …. Yes, of course I am ? NOPE

Three cards were missing, but the wallet was otherwise EXACTLY kept in tact so as not to alert – worked like a champ!

Four minutes later – first stolen and charged credit card is turned off – other two cards are debit cards …. AND no idea what number to call …

Vault Savior again

No idea of either debit credit card number…. no idea what phone number to call – After a quick opening of the Personal Vault which had pictures of the cards both front and back – Cards turned off ! Whew– Thank you Personal Vault !

Do you have your cards saved in your Vault?

Police Response and Report – The rest of the story –

Later in the day a full Police report was filed, grocery location and YMCA garage have full video surveillance and with such a detailed time line, an easy find ? .. will update in the future —

Fellow gym rats, this is a very common situation, especially for guys … for whatever reason – guess we tend to separate ourselves from our wallets and keys during workouts-

According to the friendly female Police officer Gonzales, this exact event occurs all the time all over the city at Gyms, and happened twice the prior weekend at my gym – fortunately this was the first incident of this weekend reported.

These are very specialized thieves that know exactly what they are doing and know how to quickly get fast cash – No they didn’t want the car, just the quick money, and on to the next unsuspecting person, hopefully not you after this story!

Have a Great “Safer Wallet” 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

1 Minute Video Series Part 8 – Using Your Cell Phone to Upload Documents to Your Vault

Missed any of the 1 Minute Vault Series?

Here is a link to them on our main web page of JK Financial, Inc. and here is a link to them on our blog site here, and then here on our YouTube site.

Part 8 Uploading Important Documents to your Vault

In the eight of an every growing Vault series … and yes we are trying to keep these around 1 minute knowing time is valuable –

In this video here is what we discuss:

  • Opening the Vault Tab in your Personal Vault
  • Scrolling to the area to add something to your Vault
  • Safely putting your cell in photo mode to snap your important document – your document WILL NOT be saved to your cell for ever more security and safety
  • Boom – Showing you the document location upon loading

 

Have a Great “Cell Uploading Document Vault” 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

 

1 Minute Vault Video Series Part 7 – Using Your Cell Phone to Access Your Vault

If you don’t remember parts 1-6, do not worry. it has been some time since we originally put them out.

Here is a link to them on our main web page of JK Financial Inc and here is a link to them on our blog site here, and then here on our YouTube site.

“New” Vault Update

Ok, so it is not so “New” anymore, but there have been continual updates with TONS more to come.

In this 1 minute video, we show you the following:

  1. Download Our Neat Vault Logo App Looking Link to your Cell phone
  2. Update the Title of the Vault Logo Link
  3. Open the Cell phone Vault log in page from your phone

 

 

Have a Great “Cell Phone Access Vault” 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

 

Bet you didn’t know we had a YouTube Channel – Vault and Other Video’s Coming Soon – Friday Tennis

After a heavy week of Pension Benefit Options and a Super Heavy 90 day Treadmill/Earnings update… let’s slide into this hot weekend on easier ground…

Did you know we had a YouTube Channel?

Yep, we do – it’s out there and holds all of our Video’s from the very beginning. It also lets us easily embed the videos in other places!

JK YouTube Channel pic

Take a look, here or at the link at www.youtube.com/jkfinancialinc

Ok, so there is nothing edgy or slanted, but there is a tone of great information on it… take a look as see for yourself!

Here is our most popular Video EVER, for obvious reasons (its a few years old and wrong season, but we can always use a laugh)  …

 

Speaking of Videos ….

Vault and Financial Planning Video’s Coming Soon

Our Vault has undergone some updates – NICE – and we want to update a few of our current “How to Vault” videos (Six 1 minute Fun Video’s found here or on our Youtube Channel) as well as add to the details of several of our most popular posts.

The Vault Videos will stay at 1 … yes ONE minute – long time listeners and readers know that is really hard for me, but with such good feedback, we will keep it right there – if possible – haha!

Several of the more complicated items, such as Estate Planning Checklist and the Inverted Yield Curve series will make the cut as well.

Hope you enjoy in advance!

So it is a Friday … and that means you are headed into a Summer Weekend – Please enjoy and stay hydrated, which is what we will try to do with the 13 year old, as she play a tournament in a farther Southern Texas City, but it will still be HOT!

Don’t forget to spend time with those who are important in your life… it goes fast!

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

1 Minute Video, How to upload sensitive information into your NEW TOTAL VAULT safely….

In our first fun 1 Minute Video, here we showed how to find your New Total Vault…

Then in our second fun 1 Minute Video, here we reset our Password, a frequent favorite and much used reference.

In a continuance of our fun but educational 1 minute video series ….

How to quickly load super sensitive information into your New Total Vault safely!

  • Open your New Total Vault webpage
  • Click On Vault at the top of the window or drop down on a Tablet
  • Click on Folder you wish to add document to
  • Hit Upload Folder
  • Scroll to Document on your computer
  • Upload

There you have it, as easy as that!

Thanks for the time!

Have a Great 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

1 Minute Video, How to get into Your New Total Vault … First in a Series …

You are on the run …

Time is short, as is the day …

Heck, we often times pass up useful videos do to length …

Bet you can spare 1 minute!

New TOTAL Vault Video Series …

How to get into your New TOTAL Vault

 

Have a Great 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

 

 

How to Safely Deliver Your Super Sensitive Electronic Documents to Us

Occasionally there are documents that contain more information than comfortable emailing.

Examples … just to name a few

  • Legacy Tax Return Software that still includes full social and bank information (Newer versions blank that information)
  • FBAR (Foreign Bank and Financial Accounts) filings still show full personal information
  • Passports
  • Drivers License

New Vault HandoffVault Add View W Arrows for private and Full View

One of the fantastic features of our New Total Vault is the ability to safely upload your Super Secret Document into your personal vault thereby allowing us to safely download it from our side. Here is a link to an article showing how to upload your document…

Good News, a summer project is to include multiple Very Short Videos to show us how easy it is to complete.

Have a Great “Safe Document Transfer” 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