Канал: Moisand Fitzgerald Tamayo, LLC

“How will taxes change after the election ”

“How will taxes change after the election ”

“What are the new rules about how real estate agents get paid ”

“What are the new rules about how real estate agents get paid ”

“Six misconceptions about the deficit and national debt” September

“Six misconceptions about the deficit and national debt” September

“What is gain harvesting?”

“What is gain harvesting?”

“Non financial questions to consider before retiring” July

“Non financial questions to consider before retiring” July

“The election and your investments”

“The election and your investments”

“When does the 60 day period for IRA rollovers start ”

“When does the 60 day period for IRA rollovers start ”

“Most Common Investing Mistakes

“Most Common Investing Mistakes

“Important tax changes for 2024”

“Important tax changes for 2024”

“How can I get my tax information to my preparer securely ” Feb

“How can I get my tax information to my preparer securely ” Feb

“Do spikes in the national debt cause market crashes ” Jan

“Do spikes in the national debt cause market crashes ” Jan

“Why true investors don’t worry about their portfolios on Election Day” Resolve

“Why true investors don’t worry about their portfolios on Election Day” Resolve

“Plan ahead for year end transactions”

“Plan ahead for year end transactions”

“Does stock picking work ”

“Does stock picking work ”

“Is there a downside to diversification ”

“Is there a downside to diversification ”

Moisand Fitzgerald Tamayo marks 25 years

Moisand Fitzgerald Tamayo marks 25 years

“What “The Sting” Can Teach Us About Scams”

“What “The Sting” Can Teach Us About Scams”

“When are Roth IRA distributions taxable ” May

“When are Roth IRA distributions taxable ” May

“Managing Risk”

“Managing Risk”

“What you need to know about tax extensions and new tax rules”

“What you need to know about tax extensions and new tax rules”

“Was ‘Always be diversified’ the most important investment lesson from 2022 ”

“Was ‘Always be diversified’ the most important investment lesson from 2022 ”

“Everyone is a temporary owner of their assets”

“Everyone is a temporary owner of their assets”

“How inflation may reduce your tax bill for 2023”

“How inflation may reduce your tax bill for 2023”

“How do I make charitable donations from my 401k ”

“How do I make charitable donations from my 401k ”

“The latest from Washington, D C ”

“The latest from Washington, D C ”

“Does it matter if we go into a recession ”

“Does it matter if we go into a recession ”

“With the Fed raising rates, how high will rates go?”

“With the Fed raising rates, how high will rates go?”

“You’ve got this”

“You’ve got this”

“Will a stock market decline kill my retirement ”

“Will a stock market decline kill my retirement ”

“Is now the time to move into dividend paying stocks ”

“Is now the time to move into dividend paying stocks ”

“Moisand Fitzgerald Tamayo Named a Best Place to Work”

“Moisand Fitzgerald Tamayo Named a Best Place to Work”

“Inflation, interest rates, Putin and your portfolio”

“Inflation, interest rates, Putin and your portfolio”

“Will my tax return be processed quicker this year ”

“Will my tax return be processed quicker this year ”

“Emotional investing can be costly”

“Emotional investing can be costly”

“How to achieve and maintain financial independence”

“How to achieve and maintain financial independence”

“What are the new RMD rules ”

“What are the new RMD rules ”

“How your tax rates can change”

“How your tax rates can change”

“Should I invest in rental real estate ”

“Should I invest in rental real estate ”

“Can I rollover mom's IRA into my IRA?”

“Can I rollover mom's IRA into my IRA?”

“Every day is Independence Day at MFT” July

“Every day is Independence Day at MFT” July

“Six common misconceptions empty nesters have about retirement”

“Six common misconceptions empty nesters have about retirement”

“How do I protect my portfolio against inflation ”

“How do I protect my portfolio against inflation ”

“What you do makes the difference”

“What you do makes the difference”

“How to make a lot of money in the financial markets – fast!”

“How to make a lot of money in the financial markets – fast!”

“What does the recent stimulus package include ”

“What does the recent stimulus package include ”

“Why 2020 was remarkable, yet normal ” HD 1080p

“Why 2020 was remarkable, yet normal ” HD 1080p

“Tax planning for a Joe Biden Presidency”

“Tax planning for a Joe Biden Presidency”

“Can Social Security be fixed?”

“Can Social Security be fixed?”

“Tax smart charitable giving”

“Tax smart charitable giving”

“Does predicting the health of the economy improve investment results ” Sept

“Does predicting the health of the economy improve investment results ” Sept

“How can I protect my portfolio from a post election drop in stocks ” 1

“How can I protect my portfolio from a post election drop in stocks ” 1

“How the SECURE Act affects retirement accounts”

“How the SECURE Act affects retirement accounts”

“What to expect in a stock market recovery”

“What to expect in a stock market recovery”

“Can I get money from my IRA tax free due to Covid 19 ”

“Can I get money from my IRA tax free due to Covid 19 ”

“Decision making in the face of uncertainty”

“Decision making in the face of uncertainty”

“Can I buy real estate in my IRA ”

“Can I buy real estate in my IRA ”

“Looking back and looking forward”

“Looking back and looking forward”

“Should I pay off my mortgage ”

“Should I pay off my mortgage ”

“Can I convert my 401k to a Roth IRA ”

“Can I convert my 401k to a Roth IRA ”

“Avoiding financial scams”

“Avoiding financial scams”

“What does an inverted yield curve mean for your investments ”

“What does an inverted yield curve mean for your investments ”

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

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

“Will the election cause a market crash ”

“Will the election cause a market crash ”

“Estate planning documents needed regardless of net worth”

“Estate planning documents needed regardless of net worth”

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

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

“Orlando financial advisor firm named a Best Place to Work”

“Orlando financial advisor firm named a Best Place to Work”

“Managing Investment Taxes”

“Managing Investment Taxes”

“Why is my charitable donation taxed ”

“Why is my charitable donation taxed ”

“What to expect from financial markets”

“What to expect from financial markets”

“Why you should ignore the financial press”

“Why you should ignore the financial press”

“Should I buy gold to protect against a dollar collapse ”

“Should I buy gold to protect against a dollar collapse ”

“Introducing the MFT App for mobile devices”

“Introducing the MFT App for mobile devices”

“Lessons from the 2008 financial crisis”

“Lessons from the 2008 financial crisis”

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

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

“Celebrating 20 years of financial planning excellence”

“Celebrating 20 years of financial planning excellence”

“Preparation Is Key To Financial Success”

“Preparation Is Key To Financial Success”

“What hasn’t changed in the new tax law ”

“What hasn’t changed in the new tax law ”

“What financial records should be kept and for how long ”

“What financial records should be kept and for how long ”

“The effect of speculation on financial security”

“The effect of speculation on financial security”

“What will the market do now ”

“What will the market do now ”

“Making Sense of the New Tax Law”

“Making Sense of the New Tax Law”

“Pros and Cons of 529 College Savings plans”

“Pros and Cons of 529 College Savings plans”

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

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

“How to prepare for the next financial storm”

“How to prepare for the next financial storm”

“How is the sale of a house taxed? ”

“How is the sale of a house taxed? ”

“Why Many Investment Managers Deliver Poor Results”

“Why Many Investment Managers Deliver Poor Results”

“How to avoid gift taxes”

“How to avoid gift taxes”

“Are ETFs any good?”

“Are ETFs any good?”

“Assessing the “Trump Bump” – What to Do Now”

“Assessing the “Trump Bump” – What to Do Now”

“How do currency fluctuations affect investments?”

“How do currency fluctuations affect investments?”

“Can I contribute to an IRA?”

“Can I contribute to an IRA?”

“Looking back at 2016 and forward to 2017”

“Looking back at 2016 and forward to 2017”

“Fee-only Financial Advisors: How we show our undivided loyalty to our clients”

“Fee-only Financial Advisors: How we show our undivided loyalty to our clients”

“Why charitable giving from your IRA is tax smart”

“Why charitable giving from your IRA is tax smart”

“4 common causes of investor disappointment”

“4 common causes of investor disappointment”

“Cybersecurity What You Need To Know”

“Cybersecurity What You Need To Know”

“Does your estate plan need more than just a will ”

“Does your estate plan need more than just a will ”

“What Moisand Fitzgerald Tamayo thinks about the Brexit vote”

“What Moisand Fitzgerald Tamayo thinks about the Brexit vote”

“Why many mutual fund investors get poor results”

“Why many mutual fund investors get poor results”

“From which account should I pay off my mortgage ”

“From which account should I pay off my mortgage ”

“What If This Is a “Bad” Time to Invest ”

“What If This Is a “Bad” Time to Invest ”

“Which Presidential Candidates Will Be Good, Or Bad, For The Markets? “

“Which Presidential Candidates Will Be Good, Or Bad, For The Markets? “

“What are you telling nervous clients to do now “

“What are you telling nervous clients to do now “

“Why stay in one fund when another is performing better “

“Why stay in one fund when another is performing better “

“Why Rebalancing Can Help When Markets Decline”

“Why Rebalancing Can Help When Markets Decline”

“MAJOR CHANGES TO SOCIAL SECURITY HOW DO THEY AFFECT YOU ”

“MAJOR CHANGES TO SOCIAL SECURITY HOW DO THEY AFFECT YOU ”

“Should I Be Concerned About Recent Market Behavior ”

“Should I Be Concerned About Recent Market Behavior ”

“Why Investing In Global Markets Is Important”

“Why Investing In Global Markets Is Important”

Is it better to leave a 401(k) account with a former employer or roll it over to an IRA?

Is it better to leave a 401(k) account with a former employer or roll it over to an IRA?

“Investments to avoid when interest rates rise”

“Investments to avoid when interest rates rise”

“Can You Count On Social Security? ”

“Can You Count On Social Security? ”

“Can I just live off interest? ”

“Can I just live off interest? ”

“Six tax planning strategies for better investment returns”

“Six tax planning strategies for better investment returns”

“Overlooked Aspects of Roth IRAs ”

“Overlooked Aspects of Roth IRAs ”

“What happens to my IRA money after I die?”

“What happens to my IRA money after I die?”

“How to invest for your goals – not for the headlines”

“How to invest for your goals – not for the headlines”

3 Ways To Avoid Probate

3 Ways To Avoid Probate

“Should I Convert to a Roth IRA?”

“Should I Convert to a Roth IRA?”

“Understanding Capital Gain Distributions”

“Understanding Capital Gain Distributions”

“Will A Stock Market Correction Ruin Your Financial Plan?”

“Will A Stock Market Correction Ruin Your Financial Plan?”

“How to Stay Happy in Retirement”

“How to Stay Happy in Retirement”

How to Create Strong Passwords That Are Easy to Remember

How to Create Strong Passwords That Are Easy to Remember

Should I Drop My Life Insurance?

Should I Drop My Life Insurance?

Who Gets My Money When I Die?

Who Gets My Money When I Die?

Are Investors Fleeing The Stock Market?

Are Investors Fleeing The Stock Market?

"Investment Philosophy The First Step To Success"

"Investment Philosophy The First Step To Success"

When Should You File For Social Security?

When Should You File For Social Security?

"How Will Rising Interest Rates Affect Your Investments?"

"How Will Rising Interest Rates Affect Your Investments?"

Stock Market Highs: 6 Things to Consider Now

Stock Market Highs: 6 Things to Consider Now

Should You Donate Shares or Cash?

Should You Donate Shares or Cash?

Year-End Financial Planning

Year-End Financial Planning

Are You Ready For The Next Financial Crisis?

Are You Ready For The Next Financial Crisis?