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  • 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…

  • 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…

  • 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…

  • 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…

  • Financial Clarity in a Time of Transition

    Divorce can significantly change your financial picture, especially if you and your spouse have different earning capacities. It’s important to understand your situation and be ready to advocate for yourself, as the decisions made during the divorce process will affect the rest of your life. Here’s how to prepare to limit the impact on your…

  • Seven Simple Steps to Improve Your Financial Health

    Money is a major source of stress for many Americans. If you want to improve your financial health this year, you’re not alone. The question is, where should you start? You don’t have to reinvent the wheel. Follow these seven simple steps to make progress toward your financial goals. 1. Get a Clear Picture of…

  • Market Update – January 2026

    Stocks Trade Higher as Market Leadership Broadens Monthly Market Summary Economic Activity Remains Solid Despite Weak Sentiment Economic data continues to highlight a widening gap between how people feel and how the economy is performing. Measures of real activity, such as retail sales and industrial production, indicate the economy ended 2025 with solid momentum. In…

  • Market Update – Q4 2025

    Key Updates on the Economy & Markets Markets navigated a complex environment in Q4. The quarter started with a government shutdown, which lasted 43 days and delayed key economic data releases. The lack of timely information made it difficult to assess the economy’s strength and contributed to periods of volatility as the market reacted to…

  • The Impact of Interest Rates on Your Retirement Plans

    Interest rates are constantly in flux, and many don’t realize that this impacts their personal finances and retirement plans in significant ways. If you have a savings account, loans, investments, or retirement accounts, the decisions you make when interest rates rise or fall directly affect your financial security. Here’s what you need to know. Key…

  • How Charitable Giving Can Affect Your Taxes and Retirement Planning

    Whether it’s the holidays or a birthday, giving is a wonderful way to express feelings and make people smile. While it’s common to give gifts to loved ones, giving to those you don’t know can be as rewarding. Making charitable donations to those in need doesn’t just fill you with a sense of purpose and…