-
Key things to know about filing your 2025 tax return
Key things to know about filing your 2025 Tax Return Text version of video: Welcome everyone. My name is Dan Moisand. I have with me…
-
Florida Retirement Lifestyle Transitions: Downsizing, Relocation, and Family Logistics
A guide for Florida retirees navigating lifestyle changes, including downsizing, housing costs, healthcare access, and smarter financial planning.
-
A good plan is more reliable than a forecast
A good plan is more reliable than a forecast Years ago, clients told us they appreciated that we could cut through the massive amount of…
-
Health, Aging, and Long-Term Care Planning for Florida Retirees
Key Takeaways: For Florida retirees, the combination of longer lifespans and rising healthcare needs can affect both daily life and long-term finances. Your costs may…
-
Investment & Asset Protection Strategies for Pre-Retirees and Retirees in Florida
Investment, income, and asset protection strategies for Florida retirees to reduce risk, inflation impact, and legal exposure.
-
What’s new in 2026?
What’s new in 2026? Plenty! We’ll start with a couple of changes that were created in recent tax legislation. As always our tax advisors are…
-
Retirement Income & Tax-Efficient Withdrawal Strategies for Florida Retirees
Maximize Florida retirement income with tax-efficient withdrawals, Roth strategies, and coordinated account planning.
-
Want to retire before 65? These milestones are critical.
Want to retire before 65? These milestones are critical. Many people want to retire before the traditional retirement age of 65. With enough planning, diligence,…
-
Moisand Fitzgerald Tamayo named one of America’s top financial advisors; welcomes two new shareholders
CNBC has named Moisand Fitzgerald Tamayo, LLC (MFT) to its 2025 Financial Advisor 100 list of the top 100 financial advisors in America. According to CNBC, “We created CNBC’s Financial…
-
Moisand Fitzgerald Tamayo, LLC named to list of America’s top 250 independent financial planning and wealth management firms by Forbes for third time
FOR IMMEDIATE RELEASE Moisand Fitzgerald Tamayo, LLC named to list of America’s top 250 independent financial planning and wealth management firms by Forbes, again Orlando,…
-
CNBC names Moisand Fitzgerald Tamayo, LLC to it’s list of the top 100 financial advisors in America
FOR IMMEDIATE RELEASE Moisand Fitzgerald Tamayo, LLC named to list of top 100 financial advisors in America by CNBC Orlando, October 1, 2025 – CNBC…
-
3 tax code changes affecting year-end planning in 2025
3 tax code changes affecting year-end planning in 2025 There are many tax code changes in the One Big Beautiful Bill Act of 2025 (OBBBA).…
