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What do I do if I miss my required minimum distribution?
What do I do if I miss my Required Minimum Distribution? Required Minimum Distributions (RMDs) are just that – required. The penalty for failing to…
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Orlando Financial Advisor Firm Named A Best Place To Work
Orlando Financial Advisor firm, Moisand Fitzgerald Tamayo, Named a Best Place To Work for Financial Advisors by InvestmentNews Our firm has been fortunate to earn…
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Managing investment taxes
Managing investment taxes Managing investment taxes is an essential part of any good financial plan. For most clients, by far the largest expense incurred during…
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Why is my charitable donation taxed?
Why is my charitable contribution taxed? Well planned and executed charitable donations should result in tax savings. To get the maximum benefit, you must know the…
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Five financial articles you should always ignore
Five financial articles you should always ignore Quite simply, the best way to deal with the financial news media is to ignore them. This is…
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Lessons from the 2008 financial crisis
Lessons from the 2008 financial crisis In September 2008, the brokerage firm Lehman Brothers collapsed due to risky trading in poorly designed securities. This kicked…
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Celebrating 20 years of financial planning excellence at Moisand Fitzgerald Tamayo
Celebrating 20 years of financial planning excellence In July of 1998, what is now Moisand Fitzgerald Tamayo, LLC was born. Much has changed in 20…
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Preparation is key to financial success
Preparation is key If you have ever attended a closely-matched sporting contest and witnessed a buzzer-beating shot in basketball, an extra inning baseball game, or…
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What will the market do now?
With two one-day declines of 1,000+ points in the Dow Jones Industrial Average recently, the media is full of people asking and answering the question,…
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Pros and cons of 529 college savings plans
Pros and Cons of 529 College Savings Plans Paying for the college education of a child or grandchild is one of the most common…
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How is the sale of a house taxed?
Most people own more than one home during their lives. How is the sale of a house taxed? Making News… We frequently produce Q&A columns…
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Why many investment managers deliver poor results
Moisand Fitzgerald Tamayo, LLC Again Named an Elite Firm by the Financial Times: We are pleased to share that for the second straight year, the…
