T. Moore Financial

Grateful for the clients I get to serve, their trust is so valuable to me!

I received a wonderful review from an awesome client this week after our latest review meeting. It gives me such joy getting to help people from all walks of like reach their goals and achieve financial independence!

https://25financial.com/team/tim-moore/

Want to work together in 2026 to make sure your retirement goals are on track? Let's chat! https://25financial.com/team/tim-moore/

Do you have a current advisor you work with, but wanting to get a second opinion on your financial plan? Or curious if you could use some more custom-tailored advice after investing on your own up to this point? Schedule a 15 minute discovery call with me to see if it might make sense to make a change!

https://calendly.com/tmoorefinancial/initial-conversation

*The 2024 Planning & Progress Study was conducted by The Harris Poll on behalf of Northwestern Mutual among 4,588 U.S. adults aged 18 or older. The survey was conducted online between January 3 and January 17, 2024. Data are weighted where necessary by age, gender, race/ethnicity, region, education, marital status, household size, household income, and propensity to be online to bring them in line with their actual proportions in the population. A complete survey methodology is available.

Don't be like the 33% of Americans who have no financial plan!

Survey: Americans say $800K needed to feel secure A new Charles Schwab survey finds many Americans believe they need over $800,000 to be financially comfortable, yet a third have no financial plan. CBS News ...

Did you know that you can calculate your anticipated social security benefits and compare the potential payouts based on when you decide to begin receiving them? The Social Security Administration offers a complimentary tool at https://buff.ly/nSbi6e9. This service uses your actual earnings history to provide an estimate.

If you're uncertain about having sufficient funds for retirement or the ideal time to start claiming your benefits, feel free to reach out to me. I'd be happy to have a conversation with you about it!

I recently sat down with Vanguard to discuss Direct Indexing - a way to accelerate your tax loss harvesting. I found it very informative and educational!

Vanguard - Direct Indexing Join Tim Moore, 25 Financial Advisor and Vanguard.01:30 - Intro04:15 - Example of direct index08:00 - Questions from clients19:00 - How to invest in Direct I...

I’m proud to announce that I’m a SmartVestor Pro and work with the Ramsey team to make sure I’m meeting their high standards of customer service. Dave Ramsey’s teachings in Financial Peace University helped my wife and I over 10 years ago when we began our wealth building journey, and am thrilled to be able to help other Ramsey fans build on their success!

If needing help with your investments and retirement planning are part of your resolutions for 2025, message me and let's chat!

If you got nervous about the election and had a large amount of cash on the sidelines, congratulations - you likely just missed the best day of 2024 in the stock market. Time and time again the data shows the dangers of trying to "time the market", and how those effects over time compound against you. Stop listening to the doomsdayers and make a plan for steady and consistent investing. It pays off no matter who is in office!