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How the SECURE Act affects retirement accounts
How the SECURE Act affects retirement accounts Several tax code changes were enacted when the…
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What to expect in a stock market recovery
What to expect in a stock market recovery There is an adage in sports, “Pressure…
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Can I get money from my IRA tax free due to Covid-19?
Can I get money from my IRA tax free due to Covid-19? In response to…
Read MoreOrlando Financial Advisor Firm Named A Best Place To Work Again
Orlando Financial Advisor firm, Moisand Fitzgerald Tamayo, Named a 2020 Best Places to Work for…
Read MoreDecision making in the face of uncertainty
Decision making in the face of uncertainty When markets rise or fall ten percent in…
Read MoreHow filing your 2019 tax return can affect your stimulus check
File now or in July? The recently passed CARES Act includes a provision to send…
Read MoreWhy and how markets recover
Why and how markets recover Why the stock market has always recovered Since cases of…
Read MoreCan I buy real estate in my IRA?
Can I buy real estate in my IRA? You cannot buy a personal residence in…
Read MoreLooking back and looking forward
Looking back and looking forward The turn of the calendar is a natural time to…
Read MoreShould I pay off my mortgage?
Should I pay off my mortgage? One of the most common questions we get, especially…
Read MoreCan I convert a 401(k) to a Roth IRA?
Can I convert a 401(k) to a Roth IRA? Before we look at whether you…
Read MoreMoisand Fitzgerald Tamayo wins prestigious national award
Moisand Fitzgerald Tamayo Recognized by Schwab Advisor Services with 2019 Trailblazer IMPACT AwardTM November…
Read MoreAvoiding financial scams
Avoiding Financial Scams People are concerned about cybersecurity and avoiding financial scams. This is of…
Read MoreWhat does an inverted yield curve mean for your investments?
What does an inverted yield curve mean for your investments? The short answer to this question…
Read MoreShould I buy or sell foreign stocks given today’s conditions?
Should I buy or sell foreign stocks given today’s conditions? Today’s Q&A combines two related…
Read MoreWill the election cause a market crash?
Will the election cause a market crash? On June 18, no one in our Orlando…
Read MoreEstate planning documents needed regardless of net worth
Estate planning documents needed regardless of net worth There are several estate planning documents needed…
Read MoreWhat do I do if I miss my required minimum distribution?
What do I do if I miss my Required Minimum Distribution? Required Minimum Distributions (RMDs)…
Read MoreOrlando Financial Advisor Firm Named A Best Place To Work
Orlando Financial Advisor firm, Moisand Fitzgerald Tamayo, Named a Best Place To Work for Financial…
Read MoreManaging investment taxes
Managing investment taxes Managing investment taxes is an essential part of any good financial plan.…
Read MoreWhy is my charitable donation taxed?
Why is my charitable contribution taxed? Well planned and executed charitable donations should result in…
Read MoreWhat to expect from financial markets
One of the keys to successful investing is understanding what to expect from financial markets.…
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How can I protect my portfolio from a post-election drop in stocks?
How can I protect my portfolio from a post-election drop in stocks? Concerned about how…
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