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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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Dan Moisand Quote

Can Social Security be fixed?

By Dan Moisand | November 13, 2020

Can Social Security be fixed? Despite the fears stoked during an election year, Social Security…

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Tax-smart charitable giving

By Dan Moisand | October 19, 2020

Tax-Smart Charitable Giving Our clients are generous, and their charitable giving reflects their generosity. We…

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predicting the health of the economy

Does predicting the health of the economy improve investment results?

By Dan Moisand | September 14, 2020
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Turn off the TV

How can I protect my portfolio from a post-election drop in stocks?

By Dan Moisand | August 12, 2020

How can I protect my portfolio from a post-election drop in stocks? Concerned about how…

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Charles Fitzgerald Video

How the SECURE Act affects retirement accounts

By Dan Moisand | July 13, 2020

How the SECURE Act affects retirement accounts Several tax code changes were enacted when the…

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what-to-expect-stock-market-recovery-video

What to expect in a stock market recovery

By Dan Moisand | June 12, 2020

What to expect in a stock market recovery There is an adage in sports, “Pressure…

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IRA Video Quote

Can I get money from my IRA tax free due to Covid-19?

By Dan Moisand | May 15, 2020

Can I get money from my IRA tax free due to Covid-19? In response to…

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Orlando Financial Advisor Firm Named A Best Place To Work Again

By Dan Moisand | April 27, 2020

Orlando Financial Advisor firm, Moisand Fitzgerald Tamayo, Named a 2020 Best Places to Work for…

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Decision making in the face of uncertainty

By Dan Moisand | April 13, 2020

Decision making in the face of uncertainty When markets rise or fall ten percent in…

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How filing your 2019 tax return can affect your stimulus check

By Dan Moisand | March 31, 2020

File now or in July? The recently passed CARES Act includes a provision to send…

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Why and how markets recover

By Dan Moisand | March 20, 2020

Why and how markets recover Why the stock market has always recovered Since cases of…

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Can I buy real estate in my IRA?

By Dan Moisand | February 14, 2020

Can I buy real estate in my IRA? You cannot buy a personal residence in…

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Looking back and looking forward

By Dan Moisand | January 15, 2020

Looking back and looking forward The turn of the calendar is a natural time to…

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Should I pay off my mortgage?

By Dan Moisand | December 16, 2019

Should I pay off my mortgage? One of the most common questions we get, especially…

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Can I convert a 401(k) to a Roth IRA?

By Dan Moisand | November 15, 2019

Can I convert a 401(k) to a Roth IRA? Before we look at whether you…

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Moisand Fitzgerald Tamayo wins prestigious national award

By Dan Moisand | November 5, 2019

Moisand Fitzgerald Tamayo Recognized by Schwab Advisor Services with 2019 Trailblazer IMPACT AwardTM   November…

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Avoiding financial scams

By Dan Moisand | October 14, 2019

Avoiding Financial Scams People are concerned about cybersecurity and avoiding financial scams. This is of…

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What does an inverted yield curve mean for your investments?

By Dan Moisand | September 16, 2019

What does an inverted yield curve mean for your investments? The short answer to this question…

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Should I buy or sell foreign stocks given today’s conditions?

By Dan Moisand | August 13, 2019

Should I buy or sell foreign stocks given today’s conditions? Today’s Q&A combines two related…

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Will the election cause a market crash?

By Dan Moisand | July 12, 2019

Will the election cause a market crash? On June 18, no one in our Orlando…

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Estate planning documents needed regardless of net worth

By Dan Moisand | June 14, 2019

Estate planning documents needed regardless of net worth There are several estate planning documents needed…

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What do I do if I miss my required minimum distribution?

By Dan Moisand | May 15, 2019

What do I do if I miss my Required Minimum Distribution? Required Minimum Distributions (RMDs)…

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Orlando Financial Advisor Firm Named A Best Place To Work

By Dan Moisand | April 15, 2019

Orlando Financial Advisor firm, Moisand Fitzgerald Tamayo, Named a Best Place To Work for Financial…

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