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.
We frequently produce Q&A columns for Florida Today, Investopedia and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine and Nerd Wallet among others. Here is a sampling from the last three months.
In the News…
Moisand Fitzgerald Tamayo, LLC named one of America’s top firms. The Financial Times has named Moisand Fitzgerald Tamayo, LLC to their FT 300 list as one of America’s top 300 independent Registered Investment Advisor firms. We take pride in the quality of our team and find it particularly gratifying when others take note of what we do. For more details see Moisand Fitzgerald Tamayo, LLC Named One of America’s Elite Firms by the Financial Times
Ask an Expert The Orlando Sentinel tapped Derrick Chandler to answer some questions from Sentinel readers including “I missed taking my required minimum distribution from my IRA for 2015. What can I do now and will I have to pay a penalty?” and options for retirement savings for a non-working spouse.
Financial Planning 101. Charlie Fitzgerald was tapped by bankrate.com for an article on appreciating the underappreciated need for an emergency fund.
Professional Advocacy During their recent advocacy trip to Washington DC, the Financial Planning Association produced a short video describing why their advocacy work is so important. The first planner to speak is our own Charlie Fitzgerald.
Things We Found of Note
Moisand Fitzgerald Tamayo, LLC is an Orlando, Tampa and Melbourne, Florida based fee-only financial planner serving central Florida and clients across the country. Moisand Fitzgerald Tamayo, LLC specializes in providing objective financial planning, retirement planning, and investment management to help clients build, manage, grow, and protect their assets through all phases of one’s life and the many transitions in between. If you have any questions or would like to discuss anything further, please give us a call or send us a note. If you are not a client and wish to receive emails notifying you of new posts – no more than once per month – fill out the subscription information in the sidebar to the right. For more frequent updates, follow us on Facebook, LinkedIn, or Twitter.
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Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Moisand Fitzgerald Tamayo, LLC-“MFT”), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.
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