Making News…
We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine, the Journal of Financial Planning, and Nerd Wallet among others. Here is a sampling from the last three months.
How nonworking spouses can contribute to IRAs
Investors, remember, trading is not investing
How inheriting an IRA affects Social Security benefits
Why an all-bond portfolio can be risky
Pension buyout or payments for life? Start with the trade-offs
Keeping an inherited stock may not be wise
In the News…
We also act as a source to many prominent media outlets, speak at and/or attend various conferences, and advocate for the development of financial planning as a profession.
At our firm, we only work for clients in a fiduciary capacity and are accountable for putting our clients’ best interest first. The vast majority of those working in the world of personal finance are not under such an obligation in all their dealings with the public. Even if they call themselves “advisers”, they are paid and regulated as sales people and subject to a much less stringent standard. Charlie Fitzgerald served as a source for an Orlando Sentinel article on how some in government want to make sure that the advice given to retirement plan participants and IRA owners is given under a fiduciary standard. He also contributed to the Sentinel’s “Ask an Expert” column on opening a Roth IRA for a 16-year-old.
Derrick Chandler was twice tapped by the Orlando Sentinel on Social Security questions for their “Ask an Expert” column. On January 11th, he explained how 1099 income from IRAs and annuities affect Social Security. In the March 11th edition, he explained that the young wife and 12-year-old child of a 62-year-old may be eligible for Social Security benefits themselves.
Dan Moisand spoke at Financial Advisor magazine’s Retirement Symposium in early April in Las Vegas. Moisand moderated a panel on the health of the Social Security system and Social Security claiming strategies. He also served as a panelist for a session about how clients of means can still derail their retirements. He cited over supporting adult children and grandchildren, starting or investing in an unsuccessful small business, getting overextended in rental real estate, and falling victim to financial fraud or exploitation among other causes of an unsatisfying retirement.
Items of Note
Stuck on the highway? Dial *347 for the Florida Department of Transportation’s Road Ranger program. It is free.
Which is the better predictor of future earnings: where you go to college or what you study?
The second quarter of 2015 marks the 150th anniversary of the end of the Civil War and the 70th anniversary of victory over the Nazis. We thought we would share some photos that were brought to our attention: a slideshow of the Civil War from the Library of Congress and a link to a posting from the The Atlantic magazine covering the Battle of Britain.
Contact Us
If you have any questions or would like to discuss anything further, please give us a call or send us a note.
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