Shabri Moore, CFP® / Moore Wealth, Inc.

EXPECT MOORE.™

Welcome to Moore Wealth. 

Within this website you will find a wealth of financial information --- everything from calculators to articles, from who we are and what we are about to market watch.

Moore Wealth is a wealth management group dedicated to helping clients, both small businesses 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 Moore, CFP®
Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators →

Newsletters

Life Lessons

Research shows that most people who own life insurance may not have adequate coverage. The real problem is that many of these people may not find out that they lack the proper coverage until it's too late.

Avoid the Timing Trap

Market timing is a risky approach that could have a significant effect on a portfolio’s long-term performance.

Another Update on the History of the AMT

The future of the AMT is nothing but uncertain. Therefore, it is important to consider the potential effect of the AMT on your tax liability in the coming years.

Your Best Interest

Successfully managing credit is crucial, but there are some arcane credit-card rules that may affect your balance, your interest rate, and even your credit score.

More Newsletters →