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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,…
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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…
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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…
