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CNBC names Moisand Fitzgerald Tamayo, LLC to it’s list of the top 100 financial advisors in America again
FOR IMMEDIATE RELEASE Orlando, October 8, 2026 – CNBC has named Moisand Fitzgerald Tamayo, LLC (MFT) to its 2026 Financial Advisor 100 list of the…
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Relocating to Florida for Retirement: Tax, Housing & Lifestyle Considerations
The following is meant to begin an educational process about the subject matter discussed. Neither Moisand Fitzgerald Tamayo, LLC nor any of its staff is…
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Why Florida Retirees Still Need a Will and Beneficiary Review (Even Without Estate Tax)
The following is meant to begin an educational process about the subject matter discussed. Neither Moisand Fitzgerald Tamayo, LLC nor any of its staff is…
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Using PODs & TODs in Florida: How to Simplify Estate Transfers Without Probate
The following is meant to begin an educational process about the subject matter discussed. Neither Moisand Fitzgerald Tamayo, LLC nor any of its staff is…
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How do Congressional elections affect stocks?
How do Congressional elections affect stocks? Every two years, we elect the U.S. House of Representatives, a third of the U.S. Senate, state governors, a…
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Downsizing in Florida Retirement: Financial, Emotional & Tax Planning Tips
For many Florida retirees, downsizing becomes one of the more significant financial decisions of retirement. It can change how much wealth stays tied up in…
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What Every Parent and Grandparent Needs to Know about Trump Accounts
What every parent and grandparent needs to know about Trump accounts What are Trump Accounts? Trump Accounts, referred to as 530A accounts in the tax…
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Is Long-Term Care Insurance Worth It for Florida Retirees with $2–10M?
With $2 million or more, you can probably afford long-term care. That was never really the question. What matters is what paying for it would…
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How Much Should Florida Retirees Budget for Healthcare Costs?
Around 69 million Americans are on Medicare, and plenty of them count on it to cover most of their medical costs after 65.1 It covers…
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Cognitive Decline & Financial Decision-Making: Tools for Florida Families
The first signs of cognitive decline aren’t always dramatic. For example, someone might forget to pay a bill they’ve paid on time for years, or…
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SpaceX, inflation, and more from our investment committee
SpaceX, inflation, and more from our investment committee Jump to News and Important Dates Text version of video: Dan: Welcome. From time to time, we…
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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…
