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.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Understanding how a stock works is key to understanding your investments.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Term insurance is the simplest form of life insurance. Here's how it works.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you should be saving for college.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
If you died, what would happen to your email archives, social profiles and online accounts?
A special needs trust helps care for a special needs child when you’re gone.
Investors seeking world investments can choose between global and international funds. What's the difference?
Even low inflation rates can pose a threat to investment returns.
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.