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
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Important items to consider when purchasing condo insurance.
Even if you’re young and single, you should still consider protecting yourself.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Life insurance proceeds are generally tax-free. But not in all cases.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator will help determine whether you should invest funds or pay down debt.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
There’s an alarming difference between perception and reality for current and future retirees.
Estate conservation is too important to put off. Do you have a smart exit strategy?
When do you need a will? The answer is easy: Right Now.