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Florida-Friendly Fixed Income Options: Munis, TIPS, and Income-Oriented ETFs
If you’re a retired Florida resident, you probably want part of your savings paying you a steady stream of income without putting your entire life…
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Preventing Financial Exploitation: Asset Protection for Aging Florida Retirees
Financial exploitation often does not start with an obvious warning sign. It can develop slowly through increased reliance on another person, changes in spending habits,…
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The “Guardrails” Withdrawal Strategy: Managing Market Risk While Retired in Florida
If you rely on your portfolio for retirement income, a market downturn can raise real concerns. A decline is not just a number on a…
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446: A Father’s Day Reflection
Because of the long-term nature of our relationships, we have had the privilege of helping clients navigate life’s ups and downs. We feel humbled when…
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A subtle way our investment approach saves taxes
A subtle way our investment approach saves taxes April 15th is behind us, but at Moisand Fitzgerald Tamayo tax planning is a year-round affair, and…
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Moisand Fitzgerald Tamayo, LLC named to list of America’s Best Financial Advisory Firms by USA Today, again
FOR IMMEDIATE RELEASE Moisand Fitzgerald Tamayo, LLC named to list of America’s Best Financial Advisory Firms by USA Today, again Orlando, May 7, 2025 –…
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Coordinating Social Security, Pension, and Portfolio Income as a Florida Resident
For many in Florida, retirement is not funded by a single stream of income. It may involve Social Security, pension decisions, IRAs, brokerage assets, and…
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Rebalancing for Risk: When & How to Shift Toward Capital Preservation in Florida Retirement
A portfolio can look strong on paper and still be poorly matched to retirement. Once distributions begin, the mix of holdings has to support spending…
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MFT named a “Best Place to Work” for the 8th time
MFT named a “Best Place to Work” for the 8th time Moisand Fitzgerald Tamayo has been named a best place to work for the 8th time.…
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How do markets behave during war?
How do markets behave during war? With our military engaged in Iran, there is no shortage of questions. How long will this last? Will more…
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Roth IRA Conversions in Florida Retirement: Timing, Tax Benefits & Long-Term Value
For many people, retirement creates a new window to revisit old tax assumptions and make more deliberate decisions about where future income will come from.…
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Happy Birthday S&P 500 Index!
Happy Birthday S&P 500 Index! 2025 marked the 100th year of the S&P 500 index. The original index tracked 90 stocks but was expanded to…
