Here is our November 2017 Monthly review. If you are too busy to read, feel free to listen as we describe our post and thoughts in friendly podcast format.

Enjoy!

November 2017 Video

 Thank You Holiday Party Goers!

Financial Planning Tip(s)-

RMD – Required Minimum Distribution Reminder

In our post here this month, we reminded all of those with birthdays between 7-1-46 and 6-30-47 that have the unique option of deferring their first mandatory RMD taxable distribution to next year, but if you do that will mean you need to take two distributions in the same year.

Considerations:

• Higher/Lower Income
• Bigger/Smaller Expenses
• More/Less Donations

The first year is the only time we get this option, all the future years are mandatory with not option.

Capital Market Comments

A lot of positive indicators – Markets taking notice

It appears the US and Global Economies are finally making a synched recovery. Capital Markets are taking notice.

As we mentioned here, Unemployment rate hit a very low 4.1%

This time, International Markets have wind in their sails as well….

MSCI Global Index

See you on the other side of a New Year !

Happy Fall Season!

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