News, Commentary & Events
Estate planning documents needed regardless of net worth
Estate planning documents needed regardless of net worth There are several estate planning documents needed regardless of net worth. For the last few decades, the topic of estate planning has tended to focus on tax minimization. Just the word “estate” can evoke images of wealthy families making heirs “trust fund kids.” However, estate planning has…
Read MoreWhat 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 take a RMD on time is 50% of the amount of the RMD. That’s one of the harshest penalties in the tax code. Miss a $20,000 RMD and you’ll owe…
Read MoreOrlando 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 a number of accolades over the years. We’ve appeared multiple times on lists of top advisory firms by the likes of Financial Advisor magazine and the Financial Times. We’ve made…
Read MoreWhy 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 rules and how the accounting for donations works. This video Q&A is a great example. The inquirer knew the rule but not the reporting requirements. Making News… We frequently produce…
Read MoreWhat to expect from financial markets
One of the keys to successful investing is understanding what to expect from financial markets. 2018 marked the first calendar year the Dow Jones Industrial Average dropped since 2015. On Christmas Eve, the S&P 500 Index (S&P) was 20% lower (excluding dividends) than its high point. The S&P tracks so-called “blue chip” stocks, stocks of…
Read MoreFive 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 easier said than done since the media is designed to provoke interest and build urgency. But interesting is not the same as important. …interesting is not the same as important.…
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