All Articles
Retirement
- 9 Facts About Retirement
- 9 Facts About Social Security
- The Cost of Procrastination
- Healthcare Costs in Retirement
- Traditional vs. Roth IRA
- Where Will Your Retirement Money Come From?
- Important Birthdays Over 50
- How Will Working Affect Social Security Benefits?
- Immediate vs. Deferred Annuities
- Caring for Aging Parents
- What Is a Roth 401(k)?
- Catch-Up Contributions
- Systematic Withdrawals in Retirement
- Retirement Income and the Traditional Portfolio
- Your Changing Definition of Risk in Retirement
- A Bucket Plan to Go with Your Bucket List
- Choosing a Retirement Plan that Fits Your Business
- Is a SEP-IRA Right for Your Business?
- Orchestrating Your Retirement Accounts
- Money that Buys Good Health is Never Ill Spent
- Should You Borrow from Your 401(k)?
- Volunteering in Retirement
- Social Security Benefits: How Much Will I Receive
- Social Security: Maximizing Benefits
- Social Security: The 64,000 Dollar Question
- Social Security: Five Facts You Need to Know
- Social Security: The Elephant in the Room
- Choices for Your 401(k) at a Former Employer
- IRA Withdrawals that Escape the 10% Tax Penalty
- Three Key Questions to Answer Before Taking Social Security
- Eight Mistakes That Can Upend Your Retirement
- Does Your Portfolio Fit Your Retirement Lifestyle?
- Retirement Traps to Avoid
- Women on the Rise
- How Women Can Prepare For Retirement
- Retirement Realities
- Why Medicare Should Be Part of Your Retirement Strategy
- How Retirement Spending Changes With Time
- Helpful Retirement Strategies for Women
- Who Is Your Trusted Contact?
- Starting a Roth IRA for a Teen
- Retirement Seen Through Your Eyes
- Saving Early & Letting Time Work For You
- Navigating Retirement Pitfalls
- Retirement Plan Choices for Small Businesses
- Tax Efficiency in Retirement
- Buying a Vacation Home? 5 Questions to Consider First
Estate
- Critical Estate Documents
- Estate Management Checklist
- And the Executor Is
- Put It in a Letter
- Will Power
- Trends in Charitable Giving
- Problems with Probate
- Succeeding at Business Succession
- What is the Value of Your Business?
- Choosing a Business Structure
- Understanding the Alternate Valuation Date
- Revising Estate Strategy Assumptions
- Yours, Mine, and Ours: Estate Strategies for Second Marriages
- Four Reasons Millennials Need an Estate Strategy
- Four Steps to Valuing an Estate
- When Heirs are Imperfect
- Test Your Estate Strategy Knowledge
- Why Everyone Needs an Estate Strategy
- A Checklist for When a Spouse or Parent Passes
- Managing an Inheritance
- 3 Estate Challenges for Blended Families
Investment
- Inflation & Your Money
- Mutual Funds vs. ETFs
- Rebalancing Your Portfolio
- TIPS for Inflation
- How the Federal Reserve Works
- A Primer on Dividends
- Asset Allocation
- How Stocks Work
- Required Reading: The Economic Report of the President
- A Decision Not Made Is Still a Decision
- The Great Debate Continues: Active vs. Passive
- A Taxing Story: Capital Gains and Losses
- Earnings for All Seasons
- Investing with Your Heart
- The Investment Risk No One’s Ever Heard Of
- Alternative Investments - Going Mainstream
- Don’t Be Your Own Worst Enemy
- Investment Challenges of the Affluent Investor
- Four Really Good Reasons to Invest
- How Financial Professionals Are Compensated
- What’s Your Investment IQ?
- You Would Rather Be...
- Pullbacks, Corrections, and Bear Markets
- How to Conquer the World - 5 Financial Strategies for Savvy Single Women
- Separating the Signal From the Noise
- Emotional vs. Strategic Decisions
- Why Regular Rebalancing Makes Sense
- Diversification, Patience, and Consistency
- The Sequence of Returns
- Risk Perspective
- Are You Ready for Your Portfolio to Make a Difference?
- Inflation and the Real Rate of Return
Insurance
- Assess Life Insurance Needs
- Keep Your Umbrella Handy
- Disability and Your Finances
- Insuring Your Business With a Buy/Sell Agreement
- Protecting Your Business from the Loss of a Key Person
- Can Group, Private Disability Policies Work Together?
- Preparing for the Expected
- Understanding the Basics of Medigap Policies
- What You Should Do About Insurance Following a Divorce
- When to Self-Insure
- When Does Your Personal Car Become a Commercial Vehicle?
- Insuring Your Business Against Cyber Liability
- A Brief Guide To Condo Insurance
- The Value of Insuring Against Life’s Risks
- Insurance Needs Assessment: Married With Children
- Insurance Needs Assessment: For Empty Nesters and Retirees
- The Most Overlooked Item of Any Home Improvement
- When Life Insurance Becomes Taxable
- Social Media: #NewestBusinessLiabilityRisk
- Insuring Your Second Home
- Directors and Officers Liability Insurance
- Inventorying Your Possessions
- Fallen Tree Damage—Who Pays?
- Gun Ownership and Your Homeowners Policy
- Errors and Omissions Insurance
- Dog Bites Neighbor. Now What?
- Silver Sneakers 101
- Medicare Advantage 101
- The Cost of Medical Care
- The A, B, C, & D of Medicare
- The Basics of Medicare
- Questions to Ask About Medicare
- Medicare At 65+
- Qualifying For Medicare Under Age 65
- Medicare vs. Medicaid
- Breaking Down the Parts of Medicare
- Medicare Advantage Plans (Medicare Part C)
- Prescription Drug Benefits Under Medicare (Part D)
- Ways to Supplement Your Medicare Coverage
- Replacing Your Medicare Card
- Consider Keeping Your Life Insurance When You Retire
- Life Insurance Myths: Debunked
Tax
- Understanding Marginal Income Tax Brackets
- How Income Taxes Work
- What Do Your Taxes Pay For?
- What Is a 1035 Exchange?
- Do You Owe The AMT?
- Tax Deductions You Won't Believe
- Red Flags for Tax Auditors
- Five Most Overlooked Tax Deductions
- You May Need to Make Estimated Tax Payments If…
- Does Your Child Need to File an Income Tax Return?
- Tax Rules When Selling Your Home
- Filing Final Tax Returns for the Deceased
- Tax & Estate Strategies for Married LGBTQ+ Couples
Money
- U.S. Personal Savings Rate
- Life and Death of a Twenty Dollar Bill
- Buying vs. Leasing a Car
- Your Emergency Fund: How Much Is Enough?
- Budget Check Up: Tax Time Is the Right Time
- What to Look for in Personal Finance Apps
- Password Protection Strategies
- A Penny Saved is Two Pennies Earned
- Weighing the Benefits of Prepaid Debit Cards
- The Lowdown on Those Free Credit Scores
- The Five Basics of Financial Literacy
- How to Read Your Credit Report
- Data Thieves from Outer Space
- Year-End Charitable Gifting and You
- Mortgages in Retirement
- Building a Solid Financial Foundation
- Managing Money as a Couple
- Making a Charitable Contribution
- Exploring the Federal Student Grant Program
Lifestyle
- To Catch a Thief
- Putting a Price Tag On Your Health
- The Financial Literacy Crisis
- Saving on Subscription Service Costs
- Stop Wasting Money
- Please Leave Home Without It
- Debt Stress
- Good Health is Good Business
- Money Draining Food Myths
- Building Your Legacy
- Creative Ways to Motivate Your Employees
- Keeping Good Records is Good Business
- Mastering Mobile Lingo
- Four Great, Unexpected Places to Raise a Family
- Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
- Travel, Without the Baggage
- Financial Aid for Students 101
- The Three Keys to a Great Password
- Pickleball in Retirement
- Retiring Wild: National Parks and You
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.