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Moisand Fitzgerald Tamayo, LLC

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YEAR-END FINANCIAL PLANNING

By Dan Moisand | October 10, 2013

  Although the ups and downs of the financial markets get considerable attention, personal financial planning involves much more than just managing investments. While we always preach the value of maintaining a well-grounded long term perspective, it is also worthwhile to consider short term tactics that can boost one’s bottom line. Our year-end financial planning…

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ARE YOU READY FOR THE NEXT FINANCIAL CRISIS?

By Dan Moisand | September 12, 2013

September 2013   This month marks the 5th anniversary of the 2008 financial crisis and the panic selling that gripped the world in the wake of the bankruptcy of Lehman Brothers. The dangerous phrase, “This time is different,” was uttered continuously suggesting that the markets would dive further and stay down for years. Since the…

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MOISAND NAMED 1 OF 15 THAT TRANSFORMED ADVICE, MFT NAMED TO TOP FINANCIAL ADVISOR & FINANCIAL PLANNER LISTS: NEWS & NOTES Summer 2013

By Dan Moisand | August 15, 2013

Making News… Congratulations to Dan Moisand for his selection by Investment News as one of 15 people that “transformed the business of financial advice.” The list was created through editor and reader input for the publication’s 15th anniversary issue.    Local media picked up on the recognition resulting in this Business Spotlight in the BEST section of Florida Today and an…

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ESTATE PLANNING WAS NEVER JUST ABOUT TAXES

By Dan Moisand | July 15, 2013

One outcome of the 2013 tax code changes is U.S. citizens can leave up to $5.25 million free of estate taxes if they pass away in 2013. This $5.25 million exemption amount is automatically adjusted for inflation each year. Married couples can leave up to $10.5 million free of estate tax to the next generation.…

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INTEREST RATES UP, BONDS DOWN, NOW WHAT?

By Dan Moisand | June 17, 2013

June 2013 For the last few years, we have heard numerous predictions of large losses for bonds, particularly if interest rates were to rise. In May, the yield on a 10-year U.S. Treasury Bond rose from 1.67% to 2.16%. If the headlines were to be believed, one would think owning bonds meant suffering catastrophic losses…

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FITZGERALD AMONG ORLANDO'S MOST INFLUENTIAL: NEWS & NOTES Spring 2013

By Dan Moisand | May 15, 2013

Making News… The Orlando Sentinel named Charlie Fitzgerald one of the Orlando area’s most influential, non-elected “Power Brokers”. From time to time, we have noted the work Charlie has done with the Financial Planning Association of Florida to influence lawmakers, such the trip he led to Tallahassee in March. We are happy to see him…

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