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.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Bonds may outperform stocks one year only to have stocks rebound the next.
For homeowners who think their property taxes are too high, there are ways to appeal.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
An inside look at how marginal income tax brackets work.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate your monthly and annual income from various IRA types.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Do you have causes that you want to support with donations? Here are three tips.
Even low inflation rates can pose a threat to investment returns.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Understanding the cycle of investing may help you avoid easy pitfalls.
The decision whether to buy or rent a home may have long-term implications.