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HOW TO STAY HAPPY IN RETIREMENT

By Dan Moisand | August 14, 2014

Making News… We  produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for 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. 6 Keys To a Happy Retirement Tax Planning For Retirees Takes Many Forms Can I Write…

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NEW OFFICE IN DOWNTOWN ORLANDO

By Dan Moisand | July 31, 2014

Moisand Fitzgerald Tamayo has a new Orlando office After 15 years in Maitland, we are moving our Orlando area office. Starting August 1st, we occupy the newly renovated Suite 2025 of the landmark SunTrust Center in downtown Orlando.   Tired of being inundated with financial information and opinion or sales pitches of dubious quality, objectivity,…

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How to prevent identity theft

By Dan Moisand | July 16, 2014

Are you doing all you can to prevent identity theft? A few simple steps can help. The term “identity theft” encompasses a variety of activities whereby a criminal uses another’s personal information to conduct fraudulent transactions. Although the number of incidents continues to rise, thieves are getting less. According to Experian, a major credit reporting…

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SHOULD I DROP MY LIFE INSURANCE?

By Dan Moisand | June 19, 2014

June 2014 Many retirees do not need life insurance but that doesn’t mean they should automatically drop their policies. During your working years, your family depends upon your income. In the event of an untimely death, life insurance would pay a tax-free income to the beneficiaries. This income replacement is probably the number one reason…

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WHO GETS MY MONEY WHEN I DIE?

By Dan Moisand | May 14, 2014

Making News… We  produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for 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. Invest now or wait for a…

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ARE INVESTORS FLEEING STOCKS?

By Dan Moisand | April 15, 2014

April 2014 At any given point, there are things that could move markets significantly.  Events in Ukraine come to mind currently.  What is happening there is a serious issue and you probably have an opinion about how it will affect the market.  However, to profit or avoid losses from events in the Ukraine, you have…

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