Fee Only Investment Management and Private Wealth Financial Planning Firm Dedication, discipline, teamwork, honesty, and integrity form the core values of J.K.
A Fee Only Total Wealth Management Firm
Founded nearly three decades ago by John Kvale, a small-town farm boy, who moved to the city, but continued the close personal values learned through hard work. Financial, Inc.
05/15/2026
Form 5498 – The late arriving, puzzling, tax form … A personal flight story, Pair of 3s! … Friday before Senior Graduation Week for many, including our last bird to leave the nest …
J.K. Financial, Inc....
Understanding Form 5498: Your Guide to IRA Contributions Navigate the complexities of Form 5498 and ensure your tax accuracy with essential tips and key insights for your financial planning.
05/13/2026
CPI – Consumer Price Index did not disappoint in its Hotness ! The flow through!
J.K. Financial, Inc. CPI...
CPI Surges to 3.80%: Understanding the Inflation Impact Discover the latest CPI insights as inflation rates rise to 3.8%. Explore energy's impact and what it means for the economy.
05/11/2026
Oil prices and Oil Reserves around the world …
J.K. Financial, Inc. Oil Reserves...
Current Oil Prices and Global Stockpile Insights Explore the latest insights on oil prices and global stockpiles, featuring key data on China's vast reserves.
05/08/2026
CPI Preview – Going to be a hot number… Dot Com v AI Comparisons preview … Friday …
J.K. Financial, Inc....
April CPI Release: What to Expect from Inflation Estimates Get ready for a hot April CPI release! Explore the latest US inflation estimates and what they mean for the economy.
05/06/2026
Do you have a Minute? … The Importance of completing your annual Minutes for your Entity! C and S Corps and any Elected S Corps including LLC with S Elections !
J.K. Financial, Inc. Minutes for your Annual Corporate Meetings...
Why Your Business Needs Annual Meeting Minutes Today Don't overlook your Annual Meeting Minutes! Learn why they're crucial for small businesses and how to manage them effectively.
05/04/2026
April 2026 Financial Planning and Capital Market Audio Video Podcast format Review … Tripit Tavels … Inheritance stats … Burnt Bridges … Collage of Indexes Market Indexes … By John Kvale CFA, CFP
March 2026 Review by John Kvale...
April 2026 Financial Planning Insights & Market Updates Explore our April 2026 Financial Planning Update, featuring tips, capital market insights, and travel strategies to enhance your wealth journey.
04/29/2026
Updated Inheritance Statistics on Heirs succession … Failed at trying to refute … Preview of Part 2 – Prepare in advance, some tips from the years!
J.K. Financial, Inc....
Study Reveals 42% of Heirs Spend Inheritance in a Year Discover why 42% of heirs spend their inheritance within a year and how wealth disappears across generations. Key insights await you!
04/27/2026
Travel season tips Part 2 … Flights … Cards and Points …
J.K. Financial, Inc....
Essential Tips for Booking Flights and Choosing Credit Cards Unlock travel savings with our tips on booking flights, utilizing credit cards, and maximizing points for your next adventure!
04/24/2026
Inheritance Statistics Preview … Oils prices count … Spring Friday …
A fantastic article from two Universities hit the streets in the last week about Inheritance…. and the next generations saving of said inheritance …. Not being cynical, but skeptical for sure … some of the data was a bit too strong…. We have written about this before ... statistics are hard to verify and capture, but before we re-review we wanted to verify…....
Exploring Inheritance Trends and Economic Impacts Explore the latest insights on inheritance and economic factors impacting savings.
04/22/2026
Travel season tips …. Tripit … Short Term Rentals … Part 1 …
J.K. Financial, Inc. 2026 Summer Travel Tips Part 1...
Essential Travel Savings Tips for Summer Adventures Discover top travel savings and tips, including the must-have TripIt app, for seamless paperless journeys..