November 8th, 2017 Newsletter

Nov 8, 2017
Smart Year-End Moves to Trim Your 2017 Tax Bill


The outlook for tax reform is still uncertain, but this much seems clear: Tax rates are unlikely to go up in 2018, and there’s a good chance that they’ll go down for most taxpayers. That makes some year-end tax …

Minimizing the Effect of Taxes on Your Retirement
Your retirement accounts are a great tool to save for your retirement, and you need to make sure that you maximize their benefits. Getting …

A Foolish Take: Millennials are more frugal than you think
A seemingly endless number of reports assert that Millennials are spendthrifts with poor saving habits. It’s an image that people …
USA Today

Tax-Friendly States Retirees Should Have on Their List
I admit it. Talking about taxes can be about as exciting as watching the grass grow or the paint dry. No one particularly enjoys paying …
Fox Business

Easy Ways To Boost Your Credit Score Quickly
A credit score above 700 is considered good. If you have a score above 800, it is excellent. People with good or excellent credit scores …

5 money moves you need to make by 30
If you’re coming up on 30, now’s a good time to take stock of your finances and get yourself on a responsible path. Here’s how. 1. Complete …

Golden Rules That Can Make You Wealthy
What is the best route (or tips) for a 25-year-old to become financially independent? originally appeared on Quora – the place …

Divorcing? The Right Way to Split Retirement Plans
If you are going through a divorce or legal separation and you or your spouse have money in retirement plans, you will most likely be …

7 Tips for Spending Down Your Retirement Savings
Saving for retirement is one thing. Coming up with a plan to start drawing down your assets while making your money last a couple of …

Are You Prepared for an Emergency Expense?
On this edition of Industry Focus Opens a New Window. , host Michael Douglass and Fool contributor Matt Frankel discuss personal …
Fox Business

Lost pension? How to find your missing retirement benefits
If you’ve worked for more than one employer in your lifetime, you may have lost or forgotten retirement benefits just waiting for you …
USA Today

“My roller derby name is “Wall Street” because it’s thrilling when I jump, scary when I fall, and everyone gets hurt when I crash.”
Copyright © Randy Glasbergen
How many years after the total assets of America’s mutual funds hit $1 billion did it take for them to reach $1 Trillion?
See the answer below.
Americans Are Spending More, Saving Less
Americans are saving less as the economy and stock market heat up and they boost their spending on big-ticket items like cars and …
The Wall Street Journal
What Year Was It?

German Scientist Discovers X-rays

German Scientist Discovers X-rays

Physicist Wilhelm Conrad Rontgen becomes the first person to observe X-rays, a significant scientific advancement that would ultimately benefit a variety of fields.
The day was Nov 8. What year was it?

Quote of the Week
“Managing and navigating through a financial crisis is no fun at all.”
Howard Schultz
Trivia Answer
How many years after the total assets of America’s mutual funds hit $1 billion did it take for them to reach $1 Trillion?
Answer: 45 years
Tom Umstattd, CPA
13276 Research Blvd, Ste 101
Austin, TX 78750
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