September 5th, 2018 Newsletter


The Tax Benefits of Having a Spouse
If you are married and file a joint tax return, your federal tax rate may be lower than that of an unmarried individual. In fact, many areas of U.S. tax law are written to provide married couples with greater benefits than those received …

Tax Strategies for Charitable Giving
Can I still get a tax break for donating to charity in 2018? I know the new tax law changed the rules. – T.W., Mountain City, Tenn. You still get a …

Finding a lost life insurance policy: 3 ways to get started on your search
As we mourn the high-profile deaths of soul icon Aretha Franklin and Arizona Sen. John McCain this past week, it’s not a bad time to put a spotlight …
USA Today

Surprise! Your Medicare Part D Premium Could Drop in 2019
Tens of millions of older Americans count on Medicare Opens a New Window. to help them with their healthcare expenses after they retire and lose insurance …
Fox Business

Your dog costs you more than you think 
Sure, those pugs on Instagram are cute. But they’re expensive, too. Most people estimate that owning a dog costs between $26 and $75 a month, according …

4 ways to get a sale price when there isn’t a sale
If you don’t see a sale sign, it doesn’t mean you can’t get a deal. Here are four ways you could save money the next time you shop online or in person …
ABC News

Health Insurance Too Expensive? A Cheaper Option to Investigate
They aren’t for everyone, but health care sharing programs are a faith-based alternative to traditional health plans that can save some people money …

Long-Term Care Stats That Will Blow You Away
One reason many people worry about not having enough money in retirement is that they (quite reasonably) fear needing long-term care and not being able …
Fox Business

Credit Card Myths Hurting Your Financial Future
Credit cards are a tool that many of us use in order to buy things in a convenient fashion, but they represent both convenience and risk. When used properly …

Are Reverse Mortgages Unduly Risky?
This is the impression conveyed by numerous press accounts, including a recent article by Alfred Lubrano in the Philadelphia Enquirer entitled “Risks …

How much will I get from Social Security if I earn $100,000 yearly?
How much will you get from Social Security if you earn $100,000 – or any other amount, for that matter? It’s a good question. After all, about 50 percent …
USA Today

“I give myself six hour lunches and give myself a raise whenever I need more moeny. Those are my stress management techniques.”
Copyright © Randy Glasbergen
Which is not a unit of currency: Bursa, Escudo, Real, Rand
See the answer below.
How to Achieve The Perfect Retirement
By Andrew Rosen via Having helped 100s of people retire, it’s no secret retirement is one of those big life events where people count on a financial …
Fox Business
What Year Was It?

Sam Houston Elected President of Texas

Sam Houston Elected President of Texas

Sam Houston is elected as president of the Republic of Texas, which earned its independence from Mexico in a successful military rebellion.
The day was Sep 5. What year was it?

Quote of the Week
“Wealth consists not in having great possessions, but in having few wants.”
Trivia Answer
Which is not a unit of currency: Bursa, Escudo, Real, Rand
Answer: Bursa (It’s a city in Turkey)
Tom Umstattd, CPA
13276 Research Blvd, Ste 101
Austin, TX 78750
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