Moore Invested

Website Contact the business

Moore Invested We’re Wealth Advisors and Financial Strategists. We keep watch over your financial preparedness and goals. You’re working smart to enjoy life with an upside.

It's because you’re all-in that we are MooreInvested™.

Changed jobs and still have a 401(k) with your former employer?You have options: leave it where it is, move it to your n...
10/20/2026

Changed jobs and still have a 401(k) with your former employer?

You have options: leave it where it is, move it to your new employer’s plan, or roll it into an IRA.

But don’t assume a rollover is automatically the right move. Before you decide, look at fees, investment options, tax considerations, and withdrawal rules.

Your 401(k) is part of a bigger retirement strategy. The best decision is what makes sense for your future, not just the account.

When preparing for retirement, where you keep your money can be just as important as how much you've saved. Certificates...
10/15/2026

When preparing for retirement, where you keep your money can be just as important as how much you've saved. Certificates of deposit (CDs) and bonds can both generate income, but they offer different advantages.

CDs provide a fixed interest rate for a set term, while bonds can offer ongoing income and greater flexibility, though their market value may fluctuate as interest rates change.

For retirees, the decision often comes down to more than yield. When will you need the money? How much liquidity do you want? And how does each option fit into your retirement income strategy?

A higher rate isn't always the better deal. What matters is how well an investment supports the income you need and the retirement you want to enjoy.

Life with an upside starts with preparedness. While no one can predict every market shift or life change, a well-constru...
10/13/2026

Life with an upside starts with preparedness. While no one can predict every market shift or life change, a well-constructed financial plan accounts for uncertainty before it arrives.

That means maintaining adequate cash reserves, diversifying investments, planning for unexpected expenses, and understanding how different market conditions could affect your retirement income.

Rather than reacting to every market shift, preparation allows you to make thoughtful decisions while staying focused on long-term opportunities.

Although you can’t control every outcome, you can control how you prepare for it, which is a principle that lies at the heart of our core investing values. https://mooreinvested.com/core-investing-values/

10/08/2026

A glimpse at the Arkadios National Conference!

The first few years of retirement can have an outsized impact on your long-term financial picture.If the market drops ea...
10/06/2026

The first few years of retirement can have an outsized impact on your long-term financial picture.

If the market drops early in retirement while you're also withdrawing money, you may be selling investments after they've declined. That can leave fewer assets available to participate when the market eventually recovers, potentially putting more pressure on your portfolio over time.

This is known as sequence of returns risk, and it’s one reason the transition into retirement deserves careful planning. Your investment strategy, spending needs, cash reserves, and withdrawal approach all play a role.

Retirement planning doesn't stop when you retire. In many ways, that's when the strategy becomes even more important.

When you retire, it’s not just how much you withdraw that matters. It’s where the money comes from.Withdrawals from a tr...
10/01/2026

When you retire, it’s not just how much you withdraw that matters. It’s where the money comes from.

Withdrawals from a traditional IRA or 401(k) are generally taxable as ordinary income, while qualified Roth withdrawals can be tax-free. Taxable investment accounts can have their own tax considerations, depending on whether you’re realizing gains or losses.

That’s why having a retirement income strategy matters. The order and timing of your withdrawals can affect your taxable income, Medicare costs, and how long your savings may last.

Retirement planning isn’t just about creating income. It’s about being intentional about how that income is generated.

It's always a pleasure to see Jennifer Chinn! Grateful for the opportunity to work together and help keep her financial ...
09/29/2026

It's always a pleasure to see Jennifer Chinn! Grateful for the opportunity to work together and help keep her financial goals on track.

When should you claim Social Security? There isn’t one answer that works for everyone.Your benefit generally increases t...
09/24/2026

When should you claim Social Security? There isn’t one answer that works for everyone.

Your benefit generally increases the longer you wait to claim, up to age 70. But maximizing the monthly benefit isn’t necessarily the same thing as maximizing your overall retirement plan.

For example, taking Social Security early could let you draw less from your investment portfolio in the early years of retirement. On the other hand, delaying benefits can provide a larger guaranteed income stream later in retirement.

Then there are taxes, spousal benefits, your investment strategy, spending needs, and your expected retirement timeline.

The important point is that Social Security timing shouldn’t happen in isolation. It should be coordinated with the rest of your retirement income strategy.

Before the year gets away from you, take a closer look at your retirement plan.Fall can be a good checkpoint to review y...
09/22/2026

Before the year gets away from you, take a closer look at your retirement plan.

Fall can be a good checkpoint to review your investment allocation, retirement income needs, tax strategies, estate documents, and healthcare costs.

You may not need to make major changes. But a small adjustment today could create more options down the road.

Read more: https://mooreinvested.com/late-summer-retirement-check-in/

Saving for retirement and creating retirement income are two different challenges.Once a paycheck stops, the strategy ch...
09/17/2026

Saving for retirement and creating retirement income are two different challenges.

Once a paycheck stops, the strategy changes. Instead of simply building a portfolio, retirees need to think about how much income they need, where that income will come from, and how to manage withdrawals over time.

Social Security, investment accounts, cash reserves, and other sources of income can each play a role. At the same time, taxes, inflation, market volatility, and the timing of withdrawals can all affect how long a portfolio lasts.

That’s why retirement planning is more than a target account balance. It’s creating a strategy for turning those assets into income while still planning for the years ahead.

Address

2 Ravinia Drive, Suite 1705
Atlanta, GA
30346

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Moore Invested posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Moore Invested:

Shortcuts

Share

Category