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
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Here are six flags that may make your tax return prime for an IRS audit.
Five creative (and inexpensive) ideas for motivating your employees.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
At what point can you call a personal vehicle commercial?
Assess whether you are running “in the black” or “in the red” each month.
This calculator shows how inflation over the years has impacted purchasing power.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much you have the potential to earn during your working years.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
How do the markets usually react to elections? Was the 2016 election any different?
When should you take your Social Security benefit?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The decision whether to buy or rent a home may have long-term implications.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Would you guess that Millennials are effectively saving for retirement? Well, they are.