Does your estate plan need more than just a will? Many people think estate planning is for the rich so a simple will is adequate.
Making News…
We frequently produce Q&A columns for Florida Today, Investopedia and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine and Nerd Wallet among others. Here is a sampling from the last three months.
How do I invest for a newborn’s college fund?
What drives the price of an ETF?
Should I buy a rental property for retirement income?
Why some surviving spouses should not rollover their partner’s IRAs
Make no mistake, annuities are not tax free
Inheriting a retirement account? Lump sum payouts can be costly
In the News…
Moisand Fitzgerald Tamayo, LLC named one of America’s top firms. The Financial Times has named Moisand Fitzgerald Tamayo, LLC to their FT 300 list as one of America’s top 300 independent Registered Investment Advisor firms. We take pride in the quality of our team and find it particularly gratifying when others take note of what we do. For more details see Moisand Fitzgerald Tamayo, LLC Named One of America’s Elite Firms by the Financial Times
Ask an Expert The Orlando Sentinel tapped Derrick Chandler to answer some questions from Sentinel readers including “I missed taking my required minimum distribution from my IRA for 2015. What can I do now and will I have to pay a penalty?” and options for retirement savings for a non-working spouse.
Financial Planning 101. Charlie Fitzgerald was tapped by bankrate.com for an article on appreciating the underappreciated need for an emergency fund.
Professional Advocacy During their recent advocacy trip to Washington DC, the Financial Planning Association produced a short video describing why their advocacy work is so important. The first planner to speak is our own Charlie Fitzgerald.
Things We Found of Note
Science proves travel is a key to happiness
Make $64,000 a year drinking beer