Tamayo talks ID theft prevention on WFTV Channel 9: NEWS & NOTES Winter 2013


Making News…

Ron Tamayo wrote an informative column on year-end tax planning for the Winter Park/Maitland Observer.

Dan Moisand’s monthly Q&A columns for Florida Today covered how the rules for Required Minimum Distributions from IRAs differ from those for Roth IRAs, 401(k)s, 403(b)s and other retirement accounts, the importance of controlling one’s intake of news, and lottery winners’ choice between taking a one-time lump sum or annual payments .

Dan was also selected for a weekly Q&A as a “RetireMentor” for MarketWatch, the personal finance website of the Wall Street Journal.

In his columns for Financial Advisor magazine, Dan appealed to his peers to take relatively simple steps to help thwart elder fraud and exploitation, The article prompted a slew of reader emails that led to a follow-up piece comprised of the scenarios planners have encountered.

In The News…

Charlie Fitzgerald received a unique honor when he was asked to write a piece on behalf of the Financial Planning Association of Florida for a special edition of the State of Florida’s Chief Financial Officer, Jeff Atwater’s newsletter, Florida’s Bottom Line.  The issue addressed the fiscal cliff from various angles.  Charlie wrote about the importance of creating, maintaining and adapting a sound financial plan.

Several of our team members were tapped as experts for various news items:

Ron appeared on the evening news in a WFTV Channel 9 report on  January 18th on tax related identity theft issues.WFTV 9 logo

Charlie served as a source for a front page story in the Orlando Sentinel on November 25th.  He explained that while the financial markets and political arenas may or may not bring great drama, economically the term “fiscal cliff” is more catchy than accurate “If anything, it will probably be more of a fiscal drag, depending on what Congress comes up with,” Charlie explained.

Charlie responded to a Q&A in the Orlando Sentinel about the downside to high rate CD offers.  The high rate is typically only applied to a small amount and the end game is to sell you an expensive product, usually insurance or an annuity.

Dan was interviewed by the division of the Wall Street Journal that caters to financial advisors. The interview became a bylined article on elder fraud for their “Voices” series.  He was also quoted in a piece discussing how new taxes affect fund investors.


dan money show panel 1-13Dan conducted a nationwide ethics webinar for the Financial Planning Association (FPA).  The CFP Board mandates all Certified Financial Planner(R) licensees receive instruction on its Standards of Professional Conduct.  Attendees fulfilled this part of their bi-annual continuing education requirements.

Dan also served on a panel for a Retirement and Estate Planning at the World Money Show in Orlando.

Charlie, Derrick Chandler, and Mike Salmon attended the FPA of Central Florida Symposium where they attended sessions covering such diverse topics as global economic conditions, the new tax code changes, and reverse mortgages.

Derrick and Dan attended the T3 Technology conference in Miami in order to evaluate the latest and greatest software wealth managers can use to better serve their clients.

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Moisand Fitzgerald Tamayo, LLC is an Orlando, Tampa and Melbourne, Florida based fee-only financial planner serving central Florida and clients across the country. Moisand Fitzgerald Tamayo, LLC specializes in providing objective financial planning, retirement planning, and investment management to help clients build, manage, grow, and protect their assets through all phases of one’s life and the many transitions in between. If you have any questions or would like to discuss anything further, please give us a call or send us a note. If you are not a client and wish to receive emails notifying you of new posts – no more than once per month – fill out the subscription information in the sidebar to the right. For more frequent updates, follow us on FacebookLinkedIn, or Twitter.  

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About Dan Moisand

Dan Moisand is a fee-only financial advisor with Moisand Fitzgerald Tamayo, LLC. He is a regular contributor for multiple outlets, including Florida Today, MarketWatch, and The Wall Street Journal. His writing and financial advice have also been featured in Financial Planning, Investment Advisor, Wealth Manager/Advising Boomers, Forbes, Smart Money, and The New York Times, among other publications. He is the only two-time winner of the Journal of Financial Planning’s “Call for Papers” competition and has been named a top financial planner and advisor by multiple publications. Investment News named Dan one of the “twenty most influential men and women” in the history of financial planning. He currently serves on the Board of Directors for the CFP (Certified Financial Planner) Board.


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