Understanding Today’s Financial Environment
Welcome! I’m Mike Moody, a financial advisor in Calabasas, CA. I understand that individuals need guidance as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement or just getting an investment account started, I will work with you directly to help you pursue your goals.
I have a wealth of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life. Please call me at (818) 963-8859.
Helpful Content
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Conquering Retirement Challenges for Women
Looking ahead can help you conquer these unique obstacles.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
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Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Saving for College 101
Here's a crash course on saving for college.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.