What Happens to My IRA Money After I Die?
We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine, the Journal of Financial Planning, and Nerd Wallet among others. Here is a sampling from the last three months.
In the News…
We also act as a source to many prominent media outlets, speak at and/or attend various conferences, and advocate for the development of financial planning as a profession.
Moisand Speaks at California Conferences: In November, Dan Moisand , CFP® delivered a presentation and served as a panelist at a day-long event put on by the Los Angeles chapter of the Financial Planning Association. His talk covered the latest and greatest research on generating and maintaining cash flow in retirement. In January, he served as a panelist at the TD Ameritrade Institutional conference discussing how advisors can form “study groups” to engage in significant peer to peer learning.
If it sounds too good to be true, it probably is. Fraud perpetrated against celebrities, athletes and the wealthy get the most attention but Ponzi schemes occur here in Central Florida as well, as this Florida Today piece tragically reveals. Dan explained the victims are not likely to recover much if any of their money. Our advice is to stay diversified and look at any investment “opportunity” which is out of the mainstream with skepticism. Substantial due diligence is necessary.
News You Can Use
There is no shortage of people sharing opinions about financial markets. This article shows how frequently used meaningless market phrases can sound smart.
Our financial world continues to grow more complex but mastering the basics of personal finance is not complicated. This piece lays out some solid principles of personal finance.
Do you find the new health care laws confusing? You are not alone. Due to incorrect information circulating, we thought going to the source would be a better option. The IRS has tried to sum up the tax implications of our health care laws using this chart.
If you have any questions or would like to discuss anything further, please give us a call or send us a note.
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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 Facebook, LinkedIn, or Twitter.
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Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Moisand Fitzgerald Tamayo, LLC-“MFT”), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.
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