HOW TO STAY HAPPY IN RETIREMENT

Making News…

We  produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine, the Journal of Financial Planning, and the Winter Park/Maitland Observer among others. Here is a sampling from the last three months.

6 Keys To a Happy Retirement

Tax Planning For Retirees Takes Many Forms

Can I Write Off a Loss on My Roth IRA?

How to Rollover a Spouse’s IRA Into Your Own

How To Gauge Bond Fund Losses Before Rates Rise

How Do 401(k) Loans Work?

In the News…

We also act as a source to many prominent media outlets and speak at and/or attend various conferences.

Charlie Fitzgerald joined sixty-five members of the Financial Planning Association from 21 states in Washington, D.C. in late June for FPA Advocacy Day.  Charlie and four members of his team from Florida met with Senator Marco Rubio and Senator Bill Nelson’s staff, plus U.S. House Representatives Debbie Wasserman Schultz, David Jolly and Alcee Hastings, among others.  The purpose of the trip was to raise awareness of FPA and the financial planning profession.

Tracy Smith on the NYSE FloorIn June, Tracy Smith toured the New York Stock Exchange while in the city for a meeting of TD Ameritrade’s national Operations Panel. The group consists of operations personnel from some of the top independent firms in the U.S. who give feedback to TD Ameritrade on how to better serve the needs of independent firms and their clients.

Lynne Strynchuk  has begun to contribute content to the website Nerd Wallet. The link above about 401(k) loans is her first submission.

Certificate from US Patent & Trademark Office for our slogan

Moisand Fitzgerald Tamayo, LLC,  received final approval from the U.S. Patents and Trademark Office for a service mark registration of the firm’s slogan, “A Sanctuary From The Noise℠”. Registration formalizes the firm’s right to exclusive use of the phrase for business purposes.  As Dan Moisand told Florida Today, “The public is inundated with information, much of it incorrect, impractical, or irrelevant to their personal financial decisions. We are one of the few firms from which people can get objective, personalized advice from a truly independent source and our slogan embodies that mission.”

New Digs!  Our Maitland office has moved to the SunTrust Building in Downtown Orlando as of August 1st.  The Melbourne office will remain in the same location. Our new mailing address is 200 S. Orange Ave., Suite 2025, Orlando, FL  32801.  The entrance to the parking garage is around the corner at 25 W South Street.

Moisand Fitzgerald Tamayo Orlando office

Contact Us

If you have any questions or would like to discuss anything further, please give us a call or send us a note.

To receive emails notifying you of new posts – no more than monthly – fill out the subscription information in the sidebar to the right.

For more frequent updates, subscribe via RSS feed or follow us on Google+LinkedIn, or Twitter.

 Contact Us


Moisand Fitzgerald Tamayo, LLC is an Orlando, FL and Melbourne, FL 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 FacebookLinkedIn, or Twitter.

 

Important Additional Information & Disclosures


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. 

Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.  Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from MFT. 

Please remember that if you are a MFT client, it remains your responsibility to advise MFT, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. MFT is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. Tax advice is given only to clients and only when agreed to by MFT. A copy of the MFT’s current written disclosure Brochure discussing our advisory services and fees is available for review upon request.

Please Note: MFT does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to MFT’s web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please Note: Limitations:  While MFT does NOT pay for recognition, awards, or publicity, neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if MFT is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking or recognition should be construed as a current or past endorsement of MFT by any of its clients.  ANY QUESTIONS: MFT’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.

Historical performance results for investment indices, benchmarks, and/or categories have been provided for general informational/comparison purposes only, and generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.  It should not be assumed that your MFT account holdings correspond directly to any comparative indices or categories. Please Also Note: (1) performance results do not reflect the impact of taxes; (2) comparative benchmarks/indices may be more or less volatile than your MFT accounts; and, (3) a description of each comparative benchmark/index is available upon request.

 

WANT TO KNOW WHEN WE POST NEW MATERIAL?

As a Sanctuary From The Noise®, we only post information we believe timely and important to the long term financial success of our clients. Follow us to receive emails - no more than once a month - about new posts.

We keep your information private and make stopping our emails as easy as starting them.

Something went wrong. Please check your entries and try again.
Share This