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Will my tax return be processed quicker this year?
Will my tax return be processed quicker this year? The 2021 tax filing season was the worst in memory. There was a slew of legislation…
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Emotional investing can be costly
Emotional investing can be costly Emotional investing is inferior to evidence-based investing. It’s a belief of ours that comes up in the very first conversation…
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What are the new RMD rules?
Have RMD rules changed? Required Minimum Distributions (RMD) are back in 2021 after a one year COVID-related waiver in 2020. No changes were made this…
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How your tax rates can change
How your tax rates can change As we enter the last part of 2021, Congress is debating a series of changes to the tax code.…
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Can I rollover mom’s IRA into my IRA?
Can I rollover mom’s IRA into my IRA? Only a surviving spouse may rollover a deceased’s IRA account into their own IRA. After the SECURE…
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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…
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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…
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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…
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Why 2020 was remarkable, yet 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,…
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Tax planning for a Joe Biden presidency
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…
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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…
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Tax-smart charitable giving
Tax-Smart Charitable Giving Our clients are generous, and their charitable giving reflects their generosity. We love the opportunity to help clients reach their philanthropic goals…
