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's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Net Unrealized Appreciation and how it affects tax responsibilities.
Tips to avoid checking in luggage on your next vacation.
This checklist can give you a quick snapshot of how prepared you are.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your capital gains tax.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
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 importance of life insurance, how it works, and how much coverage you need.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
It’s never a bad time to speak with your financial professional about changes in your situation.
What are your options for investing in emerging markets?
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
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.
The market is as unpredictable as the weather. We’d love to help you prepare.