Every day is Independence Day at Moisand Fitzgerald Tamayo

Every day is Independence Day at Moisand Fitzgerald Tamayo At the heart of the meaning of the word “independent” is the concept that one is free from the control of another. When we say we are independent, that is precisely what we mean. The firm receives all of its income directly from clients. There is…

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Six common misconceptions empty nesters have about retirement

  Six common misconceptions empty nesters have about retirement We have been advising retirees and aspiring retirees for over 20 years. Recently a conversation occurred about what lessons retirees could teach aspiring retirees, especially those empty nesters who are zeroing in on retirement. What resulted from that conversation was a list of six common misconceptions…

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What you do makes the difference

What you do makes the difference One of the topics that comes up when we take on new clients is how they fared during prior market declines. The basic characteristics of their experiences are consistent, with differing degrees of fearfulness, anxiety, confusion, or other unpleasantness expressed. Each one of us was affected by COVID-19 in…

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Why 2020 was remarkable, yet normal

2020 normal

Why 2020 was remarkable, yet normal  2020 was a year we will long remember for its remarkable events. We were affected by a global pandemic, a hard shut down of the economy, civil unrest, and one of the more emotionally charged elections in memory. From our investment management perspective, however, 2020 did not present anything…

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Tax planning for a Joe Biden presidency

tax planning for Joe Biden

Tax planning for a Joe Biden presidency After every presidential election, attention turns to changes the new president wants to make to the tax code and how that may affect financial markets, as well as our clients’ specific financial situations and tax planning. With the results of the Senate still to be determined, uncertainty reigns.…

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Can Social Security be fixed?

Can Social Security be fixed? Despite the fears stoked during an election year, Social Security is not going away. However, there is a need to shore up the system’s finances because according to the latest report from the Social Security and Medicare Boards of Trustees, the trust fund that supports retirement benefits is expected to…

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