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Was “Always be diversified” the most important lesson from 2022?
Was “always be diversified” the most important lesson from 2022? 2022 presented several useful investing lessons. The news was full of reports about high inflation,…
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Everyone is a temporary owner of their assets
Everyone is a temporary owner of their assets We have all heard the adage, “You can’t take it with you.” At some point, everything…
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How inflation may reduce your tax bill for 2023
How inflation may reduce your tax bill for 2023 Thanks to inflation, reducing your tax bill in 2023 may be easier than you think. All…
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How do I make charitable donations from my 401(k)?
How do I make charitable donations from my 401(k)? Direct donations from a 401(k) to charity on a tax favored basis are not possible. However,…
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The latest from Washington, D.C.
Before we get to the personal finance related happenings from Washington D.C., we wanted to take a moment to send our thoughts and prayers…
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Does it matter if we go into a recession?
Does it matter if we go into a recession? Key Points: Determining when an economy goes into and out of a recession is difficult…
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With the Fed raising rates, how high will rates go?
With the Fed raising rates, how high will rates go? The media keeps front and center the issue of how many interest rate increases…
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You’ve got this
You’ve got this! Key Points: If watching the news gets you riled up, turn it off. If you can’t, try to remember they are stirring…
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Will a stock market decline kill my retirement?
Will a stock market decline kill my retirement? Key Points: Those with a sound plan based on realistic goals and expectations who stay diversified, patient,…
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Is now the time to move into dividend paying stocks?
Is now the time to move into dividend paying stocks? With costs rising and interest rates up, is now the time to emphasize dividend paying…
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Moisand Fitzgerald Tamayo named a “Best Place to Work”
Moisand Fitzgerald Tamayo named a “Best Place to Work” Being recognized as among the best financial planners in the country has been a goal since…
