5 Signs You May Be Ready to Retire

One of the questions I hear most often is, “How do I know if I’m really ready to retire?” While everyone’s situation is different, there are a handful of indicators I look for when helping clients determine whether retirement is financially realistic and sustainable. Retirement isn’t just about reaching a certain age, it’s about having […]
Investing in the Future: Welcoming Summer Intern Sumner Kirsch to Moore Invested

At Moore Invested, we believe financial planning is about more than numbers. It is about people, relationships, and helping individuals build meaningful futures. That is why we are passionate about creating opportunities for the next generation of leaders and professionals. Through these opportunities, students gain valuable real-world experience in the financial industry. This summer, we […]
Two (Non-AI) Dividend Stocks That Are Attractive Right Now

Lately, it can feel like every investing conversation revolves around artificial intelligence, high-growth tech stocks, and whatever company made headlines this week. There’s certainly a place for innovation in a portfolio, but not every good investment needs to be flashy. Recently, we added two positions to client portfolios that play a very different role: T. […]
More Than a Vacation: A Trip Worth Remembering

At Moore Invested, we often talk about living life with an upside. For some people, that means finally retiring with confidence. For others, it means spending more time with family, traveling more often, or pursuing passions they never had time to explore during their working years. Recently, one of our longtime clients, Chuck Storla, shared […]
Consistency in an Uncertain Market: Why I Often Recommend Bond Laddering

Interest rates are always changing. That part is easy to predict. What is harder to know is whether today’s rates will look attractive six months or a year from now. That uncertainty can make it tempting to wait, guess, or try to time the market. Personally, I’d rather focus on building a strategy that doesn’t […]
5 Costly Retirement Mistakes to Avoid in 2026

Retirement should be a time to enjoy the life you’ve worked hard to build, but getting there successfully often comes down to avoiding a few common and costly mistakes. Over the years, I’ve seen many hardworking people make financial decisions with the best intentions, only to realize later those choices created unnecessary stress, taxes, or […]
A Heartfelt Thanks from Our Client

There’s nothing more meaningful to us than hearing how our work has impacted the lives of the families we serve. Recently, one of our longtime clients shared a message with us that deeply touched our team, and with their permission, we wanted to share a version of it here. After working together for nearly two […]
Understanding IRMAA: Why Income Planning Matters in Retirement

What Is IRMAA? IRMAA is one of those things that can catch people off guard in retirement. It’s an additional premium added to Medicare Part B and Part D when your Modified Adjusted Gross Income (MAGI) exceeds certain thresholds. What makes it tricky is the timing. IRMAA is based on your income from two years […]
Qualified Opportunity Zone Funds

Capital gains can sneak up on investors. A property sale closes, or a stock position that has been held for years finally gets sold. Suddenly, there is a large gain, and a significant portion of it may be owed in taxes. For many investors, the first instinct is to look for ways to preserve more […]
Investment Research: Why I Rely on Data, Not Predictions

One thing I’ve learned over the years is that the investment world is full of predictions. Every day there’s a new forecast about where the market is headed, whether a recession is coming, or which investment will outperform next. Some of those predictions will inevitably be right, but many of them won’t be. That’s one […]