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Moisand Fitzgerald Tamayo, LLC
What happens to my IRA money after I die?
What Happens to My IRA Money After I Die? Making News… We produce regular Q&A…
Read MoreHow to invest for your goals – not for headlines
We have long been advocates of diversification and deploying a portfolio beyond the stocks of…
Read More3 ways to avoid probate
December 2014 One of the most frequently asked estate planning questions we get from clients…
Read MoreShould I convert to a Roth IRA?
Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall…
Read MoreUnderstanding capital gain distributions
Capital gain distributions can make a difference to the bottom line of mutual fund investors.…
Read MoreWill a stock market correction ruin my financial plan?
September 2014 “With the stock market at an all-time high, a devastating correction is imminent.”…
Read MoreHow to stay happy in retirement
Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall…
Read MoreNew office in downtown Orlando
Moisand Fitzgerald Tamayo has a new Orlando office After 15 years in Maitland, we are…
Read MoreHow to prevent identity theft
Are you doing all you can to prevent identity theft? A few simple steps can…
Read MoreShould I drop my life insurance?
June 2014 Many retirees do not need life insurance but that doesn’t mean they should…
Read MoreWho gets my money when I die?
Making News… We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance…
Read MoreAre investors fleeing stocks?
April 2014 At any given point, there are things that could move markets significantly. Events…
Read MoreInvestment philosophy: The first step to success
March 2014 – Investment philosophy: The first step to success. Many struggle to have a successful investment…
Read MoreWhen should you file for Social Security?
Making News… We produce regular Q&A columns for MarketWatch, a personal finance website of the…
Read MoreHow will rising interest rates affect your investments?
Interest Rates and Bond Prices Markets are highly complex and interest rates do not always…
Read MoreStock market highs: Six things to consider now
December 2013 The U.S. stock market has recently reached all-time highs. Through the Q&As…
Read MoreShould you donate shares or cash?
Should You Donate Shares or Cash? Making News… We produce regular Q&A columns for MarketWatch,…
Read MoreYear-end financial planning
Although the ups and downs of the financial markets get considerable attention, personal financial…
Read MoreAre you ready for the next financial crisis?
September 2013 This month marks the 5th anniversary of the 2008 financial crisis and…
Read MoreMoisand named 1 of 15 that transformed advice, MFT named to top financial advisor and financial planner lists: NEWS & NOTES Summer 2013
Making News… Congratulations to Dan Moisand for his selection by Investment News as one of 15 people that “transformed…
Read MoreEstate planning was never just about taxes
One outcome of the 2013 tax code changes is U.S. citizens can leave up to…
Read MoreInterest rates up, bonds down, now what?
June 2013 For the last few years, we have heard numerous predictions of large losses…
Read MoreFitzgerald among Orlando’s most influential: NEWS & NOTES Spring 2013
Making News… The Orlando Sentinel named Charlie Fitzgerald one of the Orlando area’s most influential,…
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Overlooked aspects of Roth accounts
“Tax free earnings”- that sure has a nice ring to it! Roth IRAs and Roth…
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