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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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Moisand Fitzgerald Tamayo, LLC Named One of America’s Elite Firms by the Financial Times, Again
Orlando Fee-only Financial Planning and Wealth Management Firm Recognized for Its Investment Advice Operations FOR IMMEDIATE RELEASE June 27, 2017 (Orlando, FL) – The Financial…
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Assessing the “Trump Bump” – What to Do Now
Assessing the “Trump Bump” – What to Do Now Recently, several clients have called to ask something like, “The markets have run up a lot.…
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How do currency fluctuations affect investments?
How do currency fluctuations affect investments? Politicians have been promising to make America stronger long before Donald Trump was born. Sometimes these calls for strength…
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Can I contribute to an IRA?
IRAs can be great for accumulating funds for retirement and knowing the rules can give their use even more impact. Making News… We frequently…
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How We Show Our Undivided Loyalty to Our Clients
Fee-only financial advisor and fiduciary for all clients at all times As a fee-only financial advisor and a fiduciary for all clients at all times,…
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Why Charitable Giving from Your IRA is Tax Smart
IRAs can be great for accumulating funds for retirement but distributions often cause taxation. For retirees that are charitable, IRAs can be a tax…
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4 Common Causes of Investor Disappointment
As we have taken on new clients over the years, many have come to us in part because their expectations regarding their investments were…
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Cybersecurity: What You Need to Know
When a reporter asked renowned bank robber, Willie Sutton, why he robbed banks, Sutton famously quipped, “Because that’s where the money is.” We at…
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Does your estate plan need more than just a will?
Does your estate plan need more than just a will? Many people think estate planning is for the rich so a simple will is adequate.…
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Moisand Fitzgerald Tamayo, LLC Named One of America’s Elite Firms by the Financial Times
Financial Times Names Moisand Fitzgerald Tamayo, LLC One of America’s Elite Investment Advisor Firms FOR IMMEDIATE RELEASE June 30, 2016 (Orlando, FL) – The Financial…
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Why Many Mutual Fund Investors Get Poor Results
The personal finance media likes to celebrate people who have beaten the market – precisely because so few manage the feat. There is little mystery…
