Moffat Financial

08/17/2026

05/09/2026

Have life insurance with Primerica? DM for a complimentary policy review!

02/04/2026

My friend just posted this in a group chat. While I'm not a big fan of Primerica having something in place is ALWAYS better than having nothing in place. This shows how important it is to have life insurance and make sure you don't let it lapse! If you don't have a policy in place currently, let me help you get something in place to protect your family! If you currently have something in place I am glad to do a complimentary policy review with you and make sure you're getting the best price possible and the correct amount of coverage for your needs.

05/31/2024

Be sure to check out Episode 5 of The Financial Advocacy Podcast if you didn't get a chance to catch it live!

An initial discussion on the terms, conditions, and tax traps of IRS qualified plans.IRS spreadsheet historical tax tables since 1913:https://www.irs.gov/sta...

05/03/2024

Here's the link for the very first episode of The Financial Advocacy Podcast featuring myself David H. Kinder and Curt Gibbs! Be sure to check it out, leave a comment/feedback for us and be sure to like, share and subscribe to the channel!

https://www.youtube.com/watch?v=VPN_evi9Ghk

03/28/2024

PSA: If you have a Medicare Supplement/Medigap and haven't shopped it in a while, you definitely should!

All lettered Medicare Supplement plans A-N are EXACTLY the same by law, regardless of which insurance company you have, the only difference is the premium!

I just saved a couple $600/yr on their premium and several individuals over $1,000/yr each! 🎉🥳

12/09/2023

The accumulation phase (savings years) is only the end of the beginning, whereas the distributions from your savings must last until the end.

Distributing assets in a way that ensures that you get the most out of your retirement without running out of money can be a difficult balancing act, and should be taken even more seriously than accumulation.

Distribution during the retirement side of the mountain requires a totally different set of tools.