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Is there a downside to diversification?
Is there a downside to diversification? Which would you have rather owned A or B? A lost an average of almost 1% per year for…
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When are Roth IRA Distributions Taxable?
When are Roth IRA distributions taxable? From Ken in Satellite Beach: I thought once you turned 59 ½, Roth IRAs are tax-free, but a 63-year-old…
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Managing risk
Managing risk Some of you may have been concerned about the recent failure of Silicon Valley Bank (SVB) and any ripple effects on the banking…
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What you need to know about tax extensions and new tax rules
What you need to know about tax extensions and new tax rules Many taxpayers will not file their 2022 tax returns by the April 18,…
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Was “Always be diversified” the most important lesson from 2022?
Was “always be diversified” the most important lesson from 2022? 2022 presented several useful investing lessons. The news was full of reports about high inflation,…
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Everyone is a temporary owner of their assets
Everyone is a temporary owner of their assets We have all heard the adage, “You can’t take it with you.” At some point, everything…
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How Do I Make Charitable Donations From My 401(k)?
How do I make charitable donations from my 401(k)? Direct donations from a 401(k) to charity on a tax-favored basis are not possible. However, direct…
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The latest from Washington, D.C.
Before we get to the personal finance related happenings from Washington D.C., we wanted to take a moment to send our thoughts and prayers…
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With the Fed raising rates, how high will rates go?
With the Fed raising rates, how high will rates go? The media keeps front and center the issue of how many interest rate increases…
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Is now the time to move into dividend paying stocks?
Is now the time to move into dividend paying stocks? With costs rising and interest rates up, is now the time to emphasize dividend paying…
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Moisand Fitzgerald Tamayo named a “Best Place to Work”
Moisand Fitzgerald Tamayo named a “Best Place to Work” Being recognized as among the best financial planners in the country has been a goal since…
