Understanding Today’s Financial Environment
Moffat Financial Group, offers the resources and flexibility to provide you with personalized financial planning.
Financial planning is an ongoing process of preparing for and reacting to Critical Financial Events. They can be as diverse as planning for retirement, selling a business, receiving an inheritance, buying a recreational property or proactively planning for your legacy. Moffat Financial Group can help you prepare for such events, so that you can achieve your financial and lifestyle goals.Contact Us
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
There are ways to improve your physical fitness without denting your fiscal fitness.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
One way to find money is to examine your current spending habits and eliminate money wasters.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
An inside look at how marginal income tax brackets work.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to compare the future value of investments with different tax consequences.
Assess how many days you'll work to pay your federal tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
What does your home really cost?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Learn how to harness the power of compound interest for your investments.
How will you weather the ups and downs of the business cycle?