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Will my tax return be processed quicker this year?
Will my tax return be processed quicker this year? The 2021 tax filing season was the worst in memory. There was a slew of legislation…
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Emotional investing can be costly
Emotional investing can be costly Emotional investing is inferior to evidence-based investing. It’s a belief of ours that comes up in the very first conversation…
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How to achieve and maintain financial independence
How to achieve and maintain financial independence If you listen to a few famous success stories, you might get the idea that the best way…
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What are the new RMD rules?
Have RMD rules changed? Required Minimum Distributions (RMD) are back in 2021 after a one year COVID-related waiver in 2020. No changes were made this…
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How your tax rates can change
How your tax rates can change As we enter the last part of 2021, Congress is debating a series of changes to the tax code.…
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Should I invest in rental real estate?
Should I invest in rental real estate? Owning rental real estate and collecting income has great appeal to many investors, partly since rental real estate…
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Can I rollover mom’s IRA into my IRA?
Can I rollover mom’s IRA into my IRA? Only a surviving spouse may rollover a deceased’s IRA account into their own IRA. After the SECURE…
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Every day is Independence Day at Moisand Fitzgerald Tamayo
Every day is Independence Day at Moisand Fitzgerald Tamayo At the heart of the meaning of the word “independent” is the concept that one is…
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Six common misconceptions empty nesters have about retirement
Six common misconceptions empty nesters have about retirement We have been advising retirees and aspiring retirees for over 20 years. Recently a conversation occurred…
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How do I protect my portfolio against inflation?
How do I protect my portfolio against inflation? We pay more than double for most things we buy these days than we did 25 years…
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What you do makes the difference
What you do makes the difference One of the topics that comes up when we take on new clients is how they fared during prior…
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How to make a lot of money in the financial markets – fast!
The lure of making a quick buck playing the markets is strong and has been tempting people for centuries. From the irrational prices and speculative…