All Articles
Retirement
- 9 Facts About Retirement
- 9 Facts About Social Security
- The Cost of Procrastination
- Healthcare Costs in Retirement
- When Should You Take Social Security
- Traditional vs. Roth IRA
- Where Will Your Retirement Money Come From?
- Important Birthdays Over 50
- How Will Working Affect Social Security Benefits?
- Women and Financial Strategies
- Caring for Aging Parents
- 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: Five Facts You Need to Know
- 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?
- What's New for Social Security?
- Retirement Traps to Avoid
- 5 Benefits of Working in Retirement
- 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?
- Retirement Seen Through Your Eyes
- Retirement Is a Beginning
- Retirement Questions That Have Nothing to Do With Money
- Navigating Retirement Pitfalls
- Retirement Plan Choices for Small Businesses
- Tax Efficiency in Retirement
- Conquering Retirement Challenges for Women
- Choose Your Own Retirement Adventure
- Six Surprising Facts About Retirement Confidence
- New Retirement Contribution Limits for 2024
- Find That Lost Retirement Account
- FIRE Retirement
- Deciding When to Take Social Security
- Retiring Earlier Than Expected? What To Know
- Net Unrealized Appreciation (NUA) Explained
- Why do Renters Have to Save More?
- AI Tools Changing Retiree Entrepreneurship
- Build your dream retirement
- Plan for retirement and keep your lifestyle
- Financial Strategies for Women
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
- Succeeding at Business Succession
- What is the Value of Your Business?
- Choosing a Business Structure
- Understanding the Alternate Valuation Date
- A Primer on Irrevocable Life Insurance Trusts
- A Living Trust Primer
- 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
- Managing the Risk of Outliving Your Money
- A Checklist for When a Spouse or Parent Passes
- Managing an Inheritance
- 3 Estate Challenges for Blended Families
- Are You Prepared for an Estate Tax Sunset?
- Estate Strategies of the Rich and Famous
- Intellectual Property and Your Estate
Investment
- The Business Cycle
- A Look at Diversification
- Inflation & Your Money
- Rebalancing Your Portfolio
- Estimating the Cost of College
- TIPS for Inflation
- How the Federal Reserve Works
- A Primer on Dividends
- Asset Allocation
- Required Reading: The Economic Report of the President
- 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
- All Muni Bonds Are Not Created Equal
- A Taxing Story: Capital Gains and Losses
- The ABCs of Zero Coupon Bonds
- Earnings for All Seasons
- Investing with Your Heart
- The Anatomy of an Index
- The Utility of Sector Investing
- 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 to Invest in LGBTQ+ Friendly Companies
- Investing for Impact
- Emotional vs. Strategic Decisions
- Why Regular Rebalancing Makes Sense
- Diversification, Patience, and Consistency
- The Sequence of Returns
- Your Shifting Risk Tolerance
- Do Our Biases Affect Our Financial Choices?
- Are You Ready for Your Portfolio to Make a Difference?
- Bull & Bear Markets: A Timeline
- The Pros and Cons of an NUA Strategy
- Understanding Equity Compensation
Insurance
- Assess Life Insurance Needs
- A Look at Whole Life Insurance
- Universal Life Insurance
- Variable Universal Life Insurance
- What to Look for in an Extended-Care Policy
- Understanding Extended Care
- Disability and Your Finances
- Term vs. Permanent Life Insurance
- 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
- When to Self-Insure
- The Value of Insuring Against Life’s Risks
- When Life Insurance Becomes Taxable
- Inventorying Your Possessions
- Does Your Credit Score Affect Your Insurance Rates?
- Test Your Life Insurance Knowledge
- 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
- Reviewing Your Life Insurance Needs
Tax
- How Income Taxes Work
- What Do Your Taxes Pay For?
- How to Make the Tax Code Work for You
- Red Flags for Tax Auditors
- Five Most Overlooked Tax Deductions
- You May Need to Make Estimated Tax Payments If…
- Tax Rules When Selling Your Home
- Tax & Estate Strategies for Married LGBTQ+ Couples
- What's My 2023 Tax Bracket?
- Counteracting Capital Gains with Tax-Loss Harvesting
- What’s My 2024 Tax Bracket?
Money
- Spotting Credit Trouble
- Life and Death of a Twenty Dollar Bill
- Pay Yourself First
- 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
- The Economic Journey of Your Morning Coffee
- Weighing the Benefits of Prepaid Debit Cards
- The Lowdown on Those Free Credit Scores
- Strategies for Managing Student Loan Debt
- Year-End Charitable Gifting and You
- Mortgages in Retirement
- Building a Solid Financial Foundation
- Managing Money as a Couple
- What To Do When Your Income Reaches 7 Figures
- Understanding FDIC Insurance
- Financially Savvy at Six Figures
- Should I Accept a Free Credit Lock?
- Making a Charitable Gift
- What If Your Kids Decide Against College?
Lifestyle
- A House Divided
- Countdown to College
- Putting a Price Tag On Your Health
- Prevent a Rift: Money Tips for Newlyweds
- Personal Finance Tips for Military Families
- A Cheat Sheet for Sending Your Kid to College
- The Financial Literacy Crisis
- Changing Unhealthy Behaviors
- Debt Stress
- Avoiding Cognitive Decline
- Good Health is Good Business
- Money Draining Food Myths
- Building Your Legacy
- Keeping Good Records is Good Business
- Financial Aid for Students 101
- Pickleball in Retirement
- Data Breach: Your Security To-Do List
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.