Moerdyk Financial Inc.

Welcome to Moerdyk Financial, Inc. 

Moerdyk Financial is an independent, private, family-owned firm that specializes in Retirement Income Planning.

 If you are currently retired, or would like to retire soon, you owe it to yourself to meet with us to discuss your financial concerns, your goals, and your dreams.

 For important medical decisions, it is prudent to obtain a second opinion.  In Retirement Income Planning, it is equally as important.  This meeting may be as simple as confirming that your current plan is efficient or it may be the first meeting in a series of meetings to formulate a diversified investment plan for your future.

 Our #1 Priority is You!  We work for you - "Client First" - take advantage of our experience and our services. 

 


 

 

 

 

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Calculators

Financial IQ Test

Take this quick quiz to find out your Financial IQ

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Required Minimum Distributions

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

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Newsletters

Keeping Pace with Social Security

In 2012, Social Security beneficiaries will receive a 3.6% cost of living increase for the first time in three years. But a recent study suggests that benefits are lagging far behind real expenses. This article explains how Social Security benefits are indexed and what older workers and retirees might expect from the program in the future.

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

HOT TOPIC: Could High Oil and Gas Prices Derail the Recovery?

Gas prices began the year higher than normal and increased sharply. The forecast is for prices to rise to record highs by summer. But it’s not just drivers who are feeling pain at the pump. This article will explain some possible reasons why gas prices have been rising and discuss the potential implications for consumers, businesses, and the broader U.S. economy.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

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