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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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Managing investment taxes

By Dan Moisand | March 12, 2019

Managing investment taxes Managing investment taxes is an essential part of any good financial plan.…

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Why is my charitable donation taxed?

By Dan Moisand | February 15, 2019

Why is my charitable contribution taxed? Well planned and executed charitable donations should result in…

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What to expect from financial markets

By Dan Moisand | January 14, 2019

One of the keys to successful investing is understanding what to expect from financial markets.…

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Five financial articles you should always ignore

By Dan Moisand | December 14, 2018

Five financial articles you should always ignore Quite simply, the best way to deal with…

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Should I buy gold to protect against a dollar collapse?

By Dan Moisand | November 14, 2018

Should I buy gold to protect against a dollar collapse? No, you should not buy…

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Introducing the MFT App for mobile devices

By Dan Moisand | October 12, 2018

Introducing the MFT App for mobile devices It wasn’t that long ago one would’ve needed…

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Lessons from the 2008 financial crisis

By Dan Moisand | September 14, 2018

Lessons from the 2008 financial crisis In September 2008, the brokerage firm Lehman Brothers collapsed…

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With interest rates low, should I buy dividend paying stocks instead of bonds?

By Dan Moisand | August 14, 2018

With interest rates low, should I buy dividend paying stocks instead of bonds? No. Dividend-paying stocks…

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Celebrating 20 years of financial planning excellence at Moisand Fitzgerald Tamayo

By Dan Moisand | July 12, 2018

Celebrating 20 years of financial planning excellence In July of 1998, what is now Moisand…

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Preparation is key to financial success

By Dan Moisand | June 14, 2018

Preparation is key If you have ever attended a closely-matched sporting contest and witnessed a…

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What hasn’t changed in the new tax law?

By Dan Moisand | May 14, 2018

With so many changes passed in the new tax code, it is easy to get…

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What financial records should be kept and for how long?

By Dan Moisand | April 11, 2018
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The effect of speculation on financial security

By Dan Moisand | March 14, 2018

  Invest, don’t speculate. We have made that admonition more than a few times over…

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What will the market do now?

By Dan Moisand | February 14, 2018

With two one-day declines of 1,000+ points in the Dow Jones Industrial Average recently, the…

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Making sense of the new tax laws

By Dan Moisand | January 10, 2018

  Making Sense of the New Tax Laws That’s right “laws.” Plural. A bill was…

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Pros and cons of 529 college savings plans

By Dan Moisand | December 14, 2017

  Pros and Cons of 529 College Savings Plans Paying for the college education of…

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How can I do tax planning when the tax code is about to change?

By Dan Moisand | November 15, 2017

With so much uncertainty surrounding tax proposals, many are asking, “How can I do tax…

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How to prepare for the next financial storm

By Dan Moisand | October 12, 2017

  With hurricane Irma in the rear-view mirror, it is once again clear there is…

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What to do about the Equifax data breach and Irma-related tax relief

By Dan Moisand | September 14, 2017

What to do about the Equifax data breach  While many of us were dealing with…

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We have a job opening in our Orlando office

By Dan Moisand | August 23, 2017

Client Service Manager/Receptionist • Provide customer service support and serve as a point of contact…

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How is the sale of a house taxed?

By Dan Moisand | August 16, 2017

Most people own more than one home during their lives. How is the sale of…

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