Moore Wealth, Inc. / Shabri Moore, CFP®, AIF®

EXPECT MOORE.™

 
 
Moore Wealth is a comprehensive wealth management firm dedicated to assisting small business owners and individuals, retain and grow their net worth.
Talk to us. Tell us your story. We are good listeners. Market conditions fluctuate, but good advice doesn't.
 
     ---Shabri G. Moore               
         CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
         Accredited Investment Fiduciary®
 
 
Medical Economics* --- Named 2010, 2011 "Best Financial Advisers for Doctors"
 
2010 Frederick Magazine** --- Voted "Best of Frederick" in Financial Planning 4 consecutive years --- 2007, 2008, 2009 & 2010.
 
 

 

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Calculators

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Savings Accumulation

Estimate the future value of your current savings.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

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Newsletters

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

For Better, For Worse: Communicating About Retirement

A recent study indicates that couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. This article offers suggestions to open a dialogue and encourages couples to discuss their retirement needs and desires with each other and with their financial advisor.

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