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The latest from Washington, D.C.

By Dan Moisand | October 14, 2022

 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?

By Dan Moisand | September 14, 2022

 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?

By Dan Moisand | August 12, 2022

 With the Fed raising rates, how high will rates go? The media keeps front…

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You’ve got this

By Dan Moisand | July 14, 2022

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?

By Dan Moisand | June 13, 2022

Will a stock market decline kill my retirement? Key Points: Those with a sound plan…

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Charles E. Fitzgerald, CFP with Moisand Fitzgerald Tamayo

Is now the time to move into dividend paying stocks?

By Dan Moisand | May 13, 2022

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”

By Dan Moisand | April 14, 2022

Moisand Fitzgerald Tamayo named a “Best Place to Work” Being recognized as among the best…

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inflation squeeze

Inflation, interest rates, Putin and your portfolio

By Dan Moisand | March 11, 2022
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Tommy Lucas, fee-only Financial Advisor

Will my tax return be processed quicker this year?

By Dan Moisand | February 14, 2022

Will my tax return be processed quicker this year? The 2021 tax filing season was…

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Emotional investing can be costly

By Dan Moisand | January 14, 2022

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

By Dan Moisand | December 15, 2021

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?

By Dan Moisand | November 15, 2021

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

By Dan Moisand | October 14, 2021

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?

By Dan Moisand | September 15, 2021

Should I invest in rental real estate? Owning rental real estate and collecting income has…

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Derrick Chandler, CFP, fee-only financial advisor Orlando

Can I rollover mom’s IRA into my IRA?

By Dan Moisand | August 16, 2021

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

By Dan Moisand | July 12, 2021

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

By Dan Moisand | June 15, 2021

  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?

By Dan Moisand | May 17, 2021

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

By Dan Moisand | April 14, 2021

What you do makes the difference One of the topics that comes up when we…

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playing the market

How to make a lot of money in the financial markets – fast!

By Dan Moisand | March 11, 2021

The lure of making a quick buck playing the markets is strong and has been…

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What does the recent stimulus package include?

By Dan Moisand | February 12, 2021

  What does the recent stimulus package include? The Taxpayer Certainty and Disaster Tax Relief…

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Kevin McDermott, CPA

Moisand Fitzgerald Tamayo Appoints Kevin McDermott, CPA as Tax Manager

By Dan Moisand | February 10, 2021

FOR IMMEDIATE RELEASE Moisand Fitzgerald Tamayo Appoints Kevin McDermott, CPA as Tax Manager Will manage…

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2020 normal

Why 2020 was remarkable, yet normal

By Dan Moisand | January 14, 2021

Why 2020 was remarkable, yet normal  2020 was a year we will long remember for…

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tax planning for Joe Biden

Tax planning for a Joe Biden presidency

By Dan Moisand | December 15, 2020

Tax planning for a Joe Biden presidency After every presidential election, attention turns to changes…

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