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.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
The uncertainties we face in retirement can erode our sense of confidence.
Here are some simple and inexpensive energy-saving tips that may help you save money.
In the face of divorce, making changes to insurance coverage may be overlooked.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Use this calculator to estimate your capital gains tax.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you should be saving for college.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to compare the future value of investments with different tax consequences.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
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.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What does your home really cost?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Making the most of surprises is a great reason to work with us.