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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…
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How Florida Retirees Can Protect Their Nest Egg from Inflation & Sequence Risk
Florida retirees often face two quiet threats to long-term retirement stability. Rising prices can consistently wear down purchasing power, and market volatility can create stress…
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How to Turn a $2–10M Portfolio into Sustainable Retirement Income in Florida
If you’ve built a $2–10M retirement portfolio, your primary challenge has likely shifted. Accumulation may no longer be the main focus. The real work now…
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Simplified Legacy and Beneficiary Planning for Florida Residents
Clear estate planning in Florida is built on coordination. Titles, beneficiary designations, and legal documents should tell the same story, so assets transfer smoothly and…
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Key things to know about filing your 2025 tax return
Key things to know about filing your 2025 Tax Return Text version of video: Welcome everyone. My name is Dan Moisand. I have with me…
