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® 

2010 Frederick Magazine --- Voted "Best of Frederick"
in Financial Planning 4 consecutive years --- 2007,2008, 2009 & 2010.
Calculators

Lease Interest

What's the interest rate on the lease you're considering?

Federal Income Tax

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

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

College Funding

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

More Calculators →

Newsletters

A New Way to Diversify

Exchange-traded funds are unique investments that resemble mutual funds in some ways and behave like stock in other ways.

Pursuing Both Growth and Value

Maintaining a balance of growth and value investments may help investors add a new dimension of diversification to their portfolios.

Retirement Countdown in a Down Market

The process leading up to retirement should begin years beforehand to help protect portfolio assets in the event that the markets are affected by unfavorable economic conditions.

Hot Topic: 2010: The Year of the Roth Conversion?

Starting in 2010, anyone, regardless of income, can convert retirement plan assets to a Roth IRA.

More Newsletters →