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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.

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Your Future

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.

Helpful Content

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

 

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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