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
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Understanding the SECURE Act
Explaining the SECURE Act and how the changes affect your retirement strategy.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
This worksheet can help you estimate the costs of a four-year college program.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
For some, the social impact of investing is just as important as the return, perhaps more important.
For homeowners who think their property taxes are too high, there are ways to appeal.
However exciting retiring abroad may sound, it deserves considerable planning.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps estimate your federal estate tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate your monthly and annual income from various IRA types.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
With alternative investments, it’s critical to sort through the complexity.
There’s an alarming difference between perception and reality for current and future retirees.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.