Making News…
We produce regular Q&A columns for MarketWatch, a personal finance website of the Wall Street Journal and Florida Today as well as columns to Financial Advisor magazine, the Journal of Financial Planning, and the Winter Park/Maitland Observer among others. Here is a sampling from the last three months.
Can I Write a Check to My 401(k)?
Leaving an IRA to a Trust? It’s a Tricky Move
How To Avoid a Tax Hit on Early Retirement Withdrawals
Should I Own More Dividend Paying Stocks When I Retire?
We also act as a source to many prominent media outlets and speak at and/or attend various conferences.
In the News…
Charlie Fitzgerald served as a source for a front page Orlando Sentinel article on the myRA, a new type of Roth IRA. While the low minimums would be helpful to some savers, the account must be invested in government bonds. These are very conservative investments but are unlikely to outpace inflation by much if at all. Said Charlie, “You don’t want to leave [savings] in these bonds for long.”
Speaking of inflation, Dan Moisand‘s comments were featured in a CNBC article about a survey of financial planners. “The main reason to buy stocks is that they have a fantastic record over time, beating inflation and providing a good return.”
The early 2014 conference season kicked off with the Financial Planning Association (FPA) of Central Florida’s annual Symposium. Derrick Chandler, Mike Salmon, and Charlie attended several educational programs. The three of them were joined by Ron Tamayo and Tracy Smith the following week at the national conference of TD Ameritrade. In addition to the educational programs, the group was treated to keynote presentations by Mitt Romney, Simon Sinek, and Sugar Ray Leonard.
Dan missed the TD Ameritrade event because he was headlining the PFP Forum 2014, the national financial planning conference for the Netherlands, in Zeist. Dan delivered a keynote address on the future of the financial planning profession in the morning general session and conducted a workshop on organizing and managing a world-class financial planning and wealth management firm in the afternoon.
In November, Dan led a delegation of financial planners on a two week trip to India on behalf of the FPA. Dan served on a panel discussion about evolving financial regulations and moderated three other panels at a full day symposium in Mumbai. The group also met with government officials, financial executives, and Indian financial planners during visits to Delhi, Agra (Taj Mahal), and Mumbai. Dan led similar groups to Russia in 2008 and China in 2011. He and his co-leader were interviewed by an Indian paper. Some photos from the trip are below.