Moisand Fitzgerald Tamayo, LLC

10/16/2026

Follow the link below to read our quarterly newsletter, where Dan discusses how the newest tax rules will effect your charitable giving.

Starting this year, several new permanent federal tax rules for charitable gifts go into effect. Many people who have not received a tax benefit for donating may now qualify for one. At the same time, taxpayers who itemize will see their charitable deduction reduce some. The best approach to donatin...

10/09/2026

CNBC has named Moisand Fitzgerald Tamayo, LLC (MFT) to its 2026 Financial Advisor 100 list of the top 100 financial advisors in America.

Click the link below to read more!

Moisand Fitzgerald Tamayo was again named to CNBC’s list of the Top 100 Financial Advisors in America, recognizing its commitment to clients.

10/02/2026

One reason the CFP® designation is the standard for professional financial planners, is that it's one of only a handful of the more than 250 financial designations out there that has a disciplinary process and makes their decisions public. Having been at the forefront of the development of the process for over 20 years, our own Dan Moisand was an obvious choice to sit on this panel at the CFP Board conference.

09/28/2026

Charlie Fitzgerald, CFP® was a panelist for the Top Advisor Panel for the FPA of Central Florida on September 11, 2026, at the Country Club of Orlando. The program, brought together three respected CFP® professionals for a Q&A covering practice management, client service, and planning best practices. One of our firm’s co-founders, Charlie has been providing financial planning and wealth management services to high net worth individuals, business owners, and retirees for more than 30 years. He has been a national Board Director for the CFP Board of Standards and currently serves as Program Advisor for the University of Florida's Wealth Management minor.

09/18/2026

Join us for this month's blog post, where Dan discusses the impact of congressional elections on the stock market, and answers the question ‘Which combination of party in the White House and houses of Congress is best for the markets?'

Click the link below to read the full post!

Learn how congressional elections have affected stocks historically and why investors may benefit from staying focused on a long-term investment strategy.

08/19/2026

Tune into this month's blog post for Dan Moisand's discussion of everything you need to know about Trump accounts.

A concise briefing on Trump account rules about contributions, investments, distributions, and taxation.

08/19/2026

Tommy Lucas, CFP® recently lent his expertise to an article for Yahoo Finance on the topic of Trump accounts and whether they are a good investment for your child.

Click the link below to read the full article!

08/14/2026

Click the link below to read Dan's recent contribution for Florida Today

TIPS protect against inflation, but tax burdens and market risks make a diversified portfolio a safer bet for your nest egg.

08/07/2026

Moisand Fitzgerald Tamayo has once again been recognized as one of Orlando's top performing businesses on the 2026 Orlando Business Journal Fast 50 List.

Click the link below to read more!

The 50 firms that make the list are ranked by their revenue growth from 2023-2025. See which firms made the cut.

07/30/2026

Dear Dan,

I was waiting at a bar for a dinner table and the guy I was chatting with was pretty upset about his tax bill. He said he expected a tax-free transaction, but when he took his 401(k) after being laid off, the company withheld a bunch for taxes. He then took a big tax hit even though he put what he received into an IRA. Is that possible? Can ex-employers just withhold money like that?

—Concerned bystander

Clink the link below for Dan's answer!

There are two main ways to move money from your workplace retirement plan when you leave your job. One can cost you.