A Different Approach to Personal Investing
If you were an investor in 2001 or 2008 you know how stressful investing can be. You may have wanted to sell your investments only to have your advisor tell you to just hold everything, as the markets fell day after day after day. Wouldn’t you have felt relieved to find an advisor who would have called you to tell you they had taken you out of stocks in the earlier days of those gut-wrenching times? That’s what I focus on at Mossman Financial Solutions, LLC. I am the advisor you’ve been looking for.View My Investing Philosophy
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Here are five facts about Social Security that are important to keep in mind.
Currency has been around for a long time. Here’s a quick history lesson.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
What can be learned from the savings rate?
Estimate how much you have the potential to earn during your working years.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
There are hundreds of ETFs available. Should you invest in them?
Here’s a quick guide to checking to see if you have unclaimed money.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
When do you need a will? The answer is easy: Right Now.