All Articles

Retirement

• 9 Facts About Retirement
• 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?
• Immediate vs. Deferred Annuities
• Caring for Aging Parents
• What Is a Roth 401(k)?
• Catch-Up Contributions
• Your Changing Definition of Risk in Retirement
• Choosing a Retirement Plan that Fits Your Business
• Certain Uncertainties in Retirement
• Social Security: Maximizing Benefits
• Social Security: Five Facts You Need to Know
• Social Security: The Elephant in the Room
• Eight Mistakes That Can Upend Your Retirement
• 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

Estate

• Critical Estate Documents
• Estate Management Checklist
• And the Executor Is
• Will Power
• Problems with Probate
• Choosing a Business Structure
• Revising Estate Strategy Assumptions
• Four Reasons Millennials Need an Estate Strategy
• 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
• Best-Performing Asset Classes
• How the Federal Reserve Works
• Asset Allocation
• How Stocks Work
• Getting a Head Start on College Savings
• Global vs. International: What’s The Difference?
• All Muni Bonds Are Not Created Equal
• A Taxing Story: Capital Gains and Losses
• The Ivory Tower Changes Wall Street
• The Anatomy of an Index
• 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

Insurance

• Is Term Life Insurance for You?
• Understanding Long-Term Care
• Insuring Your Business With a Buy/Sell Agreement
• Can Group, Private Disability Policies Work Together?
• The Value of Insuring Against Life’s Risks
• Insurance Needs Assessment: When You're Young and Single

Tax

• Tax Deductions You Won't Believe
• Six Most Overlooked Tax Deductions
• Tax Rules When Selling Your Home
• Tax Reform: Before and After

Money

• Spotting Credit Trouble
• Life and Death of a Twenty Dollar Bill
• Pay Yourself First
• Your Emergency Fund: How Much Is Enough?
• The Half Million Dollar Baby
• Strategies For Managing Student Loan Debt
• 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

Lifestyle

• Do Your Kids Know The Value of a Silver Spoon?
• Countdown to College
• Prevent a Rift: Money Tips for Newlyweds
• The Financial Literacy Crisis
• Stop Wasting Money
• Debt Stress
• Avoiding Cognitive Decline
• Building Your Legacy
• 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.