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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…
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Preventing Financial Exploitation: Asset Protection for Aging Florida Retirees
Financial exploitation often does not start with an obvious warning sign. It can develop slowly through increased reliance on another person, changes in spending habits,…
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The “Guardrails” Withdrawal Strategy: Managing Market Risk While Retired in Florida
If you rely on your portfolio for retirement income, a market downturn can raise real concerns. A decline is not just a number on a…
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446: A Father’s Day Reflection
Because of the long-term nature of our relationships, we have had the privilege of helping clients navigate life’s ups and downs. We feel humbled when…
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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…
