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6 Tax Planning Strategies for Better Investment Returns
A mistake we see prospective clients make is not spending enough time tax planning. Their tax planning is usually done after their taxes are filed,…
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Overlooked aspects of Roth accounts
“Tax free earnings”- that sure has a nice ring to it! Roth IRAs and Roth accounts in retirement plans such as 401(k)s and 403(b)s are…
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What happens to my IRA money after I die?
What Happens to My IRA Money After I Die? Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street…
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How to invest for your goals – not for headlines
We have long been advocates of diversification and deploying a portfolio beyond the stocks of large U.S. companies and U.S. Treasury bonds. It seemed like…
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3 ways to avoid probate
December 2014 One of the most frequently asked estate planning questions we get from clients is, “How can we avoid probate?” Probate, though often not…
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Should I convert to a Roth IRA?
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…
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Understanding capital gain distributions
Capital gain distributions can make a difference to the bottom line of mutual fund investors. The newspaper says fund A made X% while fund B…
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Will a stock market correction ruin my financial plan?
September 2014 “With the stock market at an all-time high, a devastating correction is imminent.” This is a common warning these days that has some…
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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…
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New office in downtown Orlando
Moisand Fitzgerald Tamayo has a new Orlando office After 15 years in Maitland, we are moving our Orlando area office. Starting August 1st, we occupy…
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How to prevent identity theft
Are you doing all you can to prevent identity theft? A few simple steps can help. The term “identity theft” encompasses a variety of activities…
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Should I drop my life insurance?
June 2014 Many retirees do not need life insurance but that doesn’t mean they should automatically drop their policies. During your working years, your family…