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Everyone is a temporary owner of their assets
Everyone is a temporary owner of their assets We have all heard the adage,…
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How inflation may reduce your tax bill for 2023
How inflation may reduce your tax bill for 2023 Thanks to inflation, reducing your tax…
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How do I make charitable donations from my 401(k)?
How do I make charitable donations from my 401(k)? Direct donations from a 401(k) to…
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The latest from Washington, D.C.
Before we get to the personal finance related happenings from Washington D.C., we wanted…
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Does it matter if we go into a recession?
Does it matter if we go into a recession? Key Points: Determining when an…
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With the Fed raising rates, how high will rates go?
With the Fed raising rates, how high will rates go? The media keeps front…
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You’ve got this
You’ve got this! Key Points: If watching the news gets you riled up, turn it…
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Will a stock market decline kill my retirement?
Will a stock market decline kill my retirement? Key Points: Those with a sound plan…
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Is now the time to move into dividend paying stocks?
Is now the time to move into dividend paying stocks? With costs rising and interest…
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Moisand Fitzgerald Tamayo named a “Best Place to Work”
Moisand Fitzgerald Tamayo named a “Best Place to Work” Being recognized as among the best…
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Will my tax return be processed quicker this year?
Will my tax return be processed quicker this year? The 2021 tax filing season was…
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Emotional investing can be costly
Emotional investing can be costly Emotional investing is inferior to evidence-based investing. It’s a belief…
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How to achieve and maintain financial independence
How to achieve and maintain financial independence If you listen to a few famous success…
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What are the new RMD rules?
Have RMD rules changed? Required Minimum Distributions (RMD) are back in 2021 after a one…
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How your tax rates can change
How your tax rates can change As we enter the last part of 2021, Congress…
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Should I invest in rental real estate?
Should I invest in rental real estate? Owning rental real estate and collecting income has…
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Can I rollover mom’s IRA into my IRA?
Can I rollover mom’s IRA into my IRA? Only a surviving spouse may rollover a…
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Every day is Independence Day at Moisand Fitzgerald Tamayo
Every day is Independence Day at Moisand Fitzgerald Tamayo At the heart of the meaning…
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Six common misconceptions empty nesters have about retirement
Six common misconceptions empty nesters have about retirement We have been advising retirees and…
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How do I protect my portfolio against inflation?
How do I protect my portfolio against inflation? We pay more than double for most…
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What you do makes the difference
What you do makes the difference One of the topics that comes up when we…
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How to make a lot of money in the financial markets – fast!
The lure of making a quick buck playing the markets is strong and has been…
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Was “Always be diversified” the most important lesson from 2022?
Was “always be diversified” the most important lesson from 2022? 2022 presented several useful investing…
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