All Articles
Retirement
- What Is an Annuity?
- 9 Facts About Retirement
- The Cost of Procrastination
- Healthcare Costs in Retirement
- Traditional vs. Roth IRA
- Where Will Your Retirement Money Come From?
- Important Birthdays Over 50
- 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
- Inflation - Back to the Future
- Certain Uncertainties in Retirement
- Volunteering in Retirement
- IRA Withdrawals that Escape the 10% Tax Penalty
- Is a Variable Annuity Right for Me?
- Eight Mistakes That Can Upend Your Retirement
- Does Your Portfolio Fit Your Retirement Lifestyle?
- What's New for Social Security?
- Retirement Traps to Avoid
- The Pre-Retirement Checklist
- 5 Benefits of Working in Retirement
- The SECURE Act
- Women on the Rise
- Lesser Known Provisions of the SECURE Act
- How Women Can Prepare For Retirement
- Retirement Realities
Estate
- Critical Estate Documents
- Estate Management Checklist
- And the Executor Is
- Put It in a Letter
- Will Power
- A Brief History of Estate Taxes
- Trends in Charitable Giving
- Problems with Probate
- 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
Investment
- The Business Cycle
- A Look at Diversification
- Inflation & Your Money
- Mutual Funds vs. ETFs
- Value vs. Growth Investing
- Rebalancing Your Portfolio
- Estimating the Cost of College
- Types of Stock Market Analysis
- Best-Performing Asset Classes
- How the Federal Reserve Works
- A Primer on Dividends
- Asset Allocation
- How Stocks Work
- Getting a Head Start on College Savings
- A Decision Not Made Is Still a Decision
- Global vs. International: What’s The Difference?
- The Great Debate Continues: Active vs. Passive
- A Taxing Story: Capital Gains and Losses
- The Anatomy of an Index
- The Investment Risk No One’s Ever Heard Of
- 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...
- 4 Reasons for the Return of Market Volatility
- Pullbacks, Corrections, and Bear Markets
Insurance
- Assess Life Insurance Needs
- What to Look for in a Long-Term Care Policy
- Understanding Long-Term Care
- Disability and Your Finances
- Protecting Your Business from the Loss of a Key Person
- Planning for the Expected
- What You Should Do About Insurance Following a Divorce
- The Value of Insuring Against Life’s Risks
- Insurance Needs Assessment: When You're Newly Married
- Insurance Needs Assessment: When You're Young and Single
- Insurance Needs Assessment: Married With Children
- Insurance Needs Assessment: For Empty Nesters and Retirees
- Protection Against Uninsured Drivers
- The Most Overlooked Item of Any Home Improvement
- When Life Insurance Becomes Taxable
- Social Media: #NewestBusinessLiabilityRisk
- Keeping Summer Safe: Pool and Spa Safety Tips
- Insuring Your Second Home
- Directors and Officers Liability Insurance
- Inventorying Your Possessions
- Fallen Tree Damage—Who Pays?
- Gun Ownership and Your Homeowners Policy
- Does Your Credit Score Affect Your Insurance Rates?
- Errors and Omissions Insurance
- How Insurance Deductibles Work
- Test Your Life Insurance Knowledge
- Teen Drinking and Your Liability
- Dog Bites Neighbor. Now What?
- Silver Sneakers 101
- Medicare Advantage 101
- The Cost of Medical Care
- The A, B, C, & D of Medicare
Tax
- What Is a 1035 Exchange?
- How to Make the Tax Code Work for You
- Tax Deductions You Won't Believe
- Donating Art: Taxation Abstraction
- Red Flags for Tax Auditors
- “Dirty Dozen” Tax Scams to Watch For
- Six Most Overlooked Tax Deductions
- You May Need to Make Estimated Tax Payments If…
- Tax Rules When Selling Your Home
- Filing Final Tax Returns for the Deceased
- What the New Tax Bill Means for You
- Tax Reform: Before and After
Money
- Spotting Credit Trouble
- How Does Your Credit Score Compare?
- U.S. Personal Savings Rate
- Life and Death of a Twenty Dollar Bill
- Pay Yourself First
- Your Emergency Fund: How Much Is Enough?
- Budget Check Up: Tax Time Is the Right Time
- The Economic Journey of Your Morning Coffee
- Countering Counterfeit Currency
- The Half Million Dollar Baby
- The Lowdown on Those Free Credit Scores
- Budgeting After a Divorce
- How Big is Money?
- 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
Lifestyle
- 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
- New Trends Redefine Travel
- Travel, Without the Baggage
- 5 Things That Seasoned Travelers Are Doing (That You're Not)
- Financial Aid for Students 101
- The Three Keys to a Great Password
- Pickleball in Retirement
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.