News, Commentary & Events
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 donations to charities from IRAs, called Qualified Charitable Distributions, are permitted. There are a few requirements to make those donations completely tax-free, chief among them is you must be…
Read MoreThe 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 to our fellow Floridians. The devastation from hurricane Ian is incredible. While the storm weakened as it passed across Florida, it was still quite capable of causing damage. If you…
Read MoreWith 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 by the Federal Reserve are coming and how high those increases will be. However, no one knows for certain how far up interest rates might go. The interest rates for…
Read MoreIs 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 stocks? We like dividend paying stocks as a permanent portion of a portfolio. But the question implies there is some aspect of dividend paying stocks that could make them a…
Read MoreMoisand 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 the founding of what is now Moisand Fitzgerald Tamayo, LLC in 1998. Seeing that dream come to fruition is only possible if we give great advice that makes a difference…
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