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Blog

John Kvale | Jun 2, 2025

May 2025 Financial Planning and Capital Market Audio Video Review … 300 to 1000+ Pages of Tax Laws … Rental Car crash list … Ai and Cyber reminder … Buffett Rides into the sunset … By John Kvale CFA, CFP

Hello and Welcome to our May 2025 Financial Planning and Capital Market Update!
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John Kvale | May 30, 2025

Travels – Jen Next week John Overseas in two weeks … Spam/Phishing reminder – Don’t let your guard down … Friday …

Travel/Vacation season starting

We work hard to alternate our travels especially during busy time like the end of the year and the first quarter …. Summer brings

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John Kvale | May 28, 2025

Tax Law Update – Over 1000 Pages now – Best Guess of Passing Late July … House versus Senate temperament explained …

While trying not to beat us all over the head with repeat information — As mentioned here in our May 14 post :

“…..As of the writing of this post there is a near

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John Kvale | May 23, 2025

Happy Memorial Day Weekend ….. Last Day of School for most of our Gang … Unofficial Start to Summer !

Memorial Day !

With family, friends and many acquantances involved in the armed services… as the years go by, the appreciation increases…

A favorite local walking

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John Kvale | May 21, 2025

Don’t be too quick with the AI use – Reminder its NOT always confidential! It is very helpful in certain situations!

As AI prompts enter our collective lives more frequently from all directions, see the cell picture with the Copilot tab in the middle lower – an easy button to

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John Kvale | May 19, 2025

Rental Car Accident Update … Not so lucky … How the rental car was fixed without a personal insurance claim and no money out of pocket!

As a follow up to the Rental Car Crash post last reviewed here – Now we get to the rest of the story, not completely surprising … a little lucky to be able to

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John Kvale | May 16, 2025

Re-Remind Late arriving form 5498 – Preview of Rental Car Crash update – “How it was covered but NOT by the person at fault!” … Heads up on To Do Items … Friday before last week of School …

Form 5498 Notice – Again

While we reminded a few ago here ….this email hit the inbox yesterday morning, so they are arriving at different times… just a quick re

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John Kvale | May 14, 2025

New Tax Policy Update … Explanation … Holding Tax Cheat Sheet Hostage as well as the Newsletter … Delaying taxable events as much as possible … Patience needed!

As of the writing of this post there is a near 350 page tax reform document that is floating around the various legislative bodies for approval or vote. While

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John Kvale | May 12, 2025

Appropriate Saying we use frequently …. “It’s never as Great as we think and it’s never as Bad as we think, but somewhere in the middle!”

Had a fun weekend Graph teed up for today about Movie bombs for 2024- but with the Market fireworks overnight (we are watching every single item), thought we

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John Kvale | Apr 1, 2025

April 2025 Financial Planning and Capital Market Audio Video Review … Donor Roth … EE Bonds … Bianco Candor

Hello and Welcome to our April 2025 Financial Planning and Capital Market Update!

If you are too busy to read, feel free to listen as we describe our post and

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Total Wealth Concierge
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Tax Monitoring and Minimization


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