By Dan Moisand | May 14, 2015 | Comments Off on Can I just live off interest?
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.
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.
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.
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 Congressand a link to a posting from the The Atlantic magazine covering the Battle of Britain.
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Moisand Fitzgerald Tamayo, LLC is an Orlando, Tampa and Melbourne, Florida based fee-only financial planner serving central Florida and clients across the country. Moisand Fitzgerald Tamayo, LLC specializes in providing objective financial planning, retirement planning, and investment management to help clients build, manage, grow, and protect their assets through all phases of one’s life and the many transitions in between. If you have any questions or would like to discuss anything further, please give us a call or send us a note. If you are not a client and wish to receive emails notifying you of new posts – no more than once per month – fill out the subscription information in the sidebar to the right. For more frequent updates, follow us on Facebook, LinkedIn, orTwitter.
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Dan Moisand is a fee-only financial advisor with Moisand Fitzgerald Tamayo, LLC. He is a regular contributor for multiple outlets, including Florida Today, MarketWatch, and The Wall Street Journal. His writing and financial advice have also been featured in Financial Planning, Investment Advisor, Wealth Manager/Advising Boomers, Forbes, Smart Money, and The New York Times, among other publications. He is the only two-time winner of the Journal of Financial Planning’s “Call for Papers” competition and has been named a top financial planner and advisor by multiple publications. Investment News named Dan one of the “twenty most influential men and women” in the history of financial planning. He currently serves on the Board of Directors for the CFP (Certified Financial Planner) Board.
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