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Dan Moisand
Works at Moisand Fitzgerald Tamayo, LLC
Attended Florida State University
Lives in Melbourne, Florida
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Dan Moisand

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Moisand: Understanding an IRA ‘gotcha’
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Dan Moisand

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Romeo Raabe's profile photoMoisand Fitzgerald Tamayo, LLC's profile photo
 
The main problem is that most combo products have no inflation on the LTC benefit.  If they do, then they become much more expensive than traditional LTCi with inflation.
Selling a benefit in fixed dollars that will probably not be used for 20-30-40 years is almost criminal as it will be useless with the increased costs of care.
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Story
Introduction
First and foremost, I am a husband and the father of two great kids.  My day job is as a co-owner of an independent financial planning and wealth management firm in Melbourne and Maitland (Orlando area), Florida. One of my passions is advocating for the financial planning profession.  I write as much as I can and have spoken to planner groups on five continents to educate them on techniques and issues and challenge them to increase professionalism in their chosen field however they can.
Bragging rights
Former national President of the Financial Planning Association, I write a weekly Q&A for +MarketWatch, a monlthly Retirement column for Financial Advisor, and serve as a Professional Issues columnist for the Journal of Financial Planning
Education
  • Florida State University
    Finance, 1989
Basic Information
Gender
Male
Work
Occupation
Financial Advisor, Financial Planner, Wealth Manager
Employment
  • Moisand Fitzgerald Tamayo, LLC
    Co-owner, present
Places
Map of the places this user has livedMap of the places this user has livedMap of the places this user has lived
Currently
Melbourne, Florida
Contact Information
Work
Phone
321-253-5400 xt 101
Email
Address
6767 N Wickham Road, Suite 215 Melbourne, Florida 32940