All Articles

Retirement

• What Is an Annuity?
• 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
• What Is a Stretch IRA?
• Split Annuity Strategy
• Where Will Your Retirement Money Come From?
• Important Birthdays Over 50
• How Will Working Affect Social Security Benefits?
• Immediate vs. Deferred Annuities
• Women and Financial Strategies
• Caring for Aging Parents
• What's So Great About a Rollover?
• 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
• Money that Buys Good Health is Never Ill Spent
• Certain Uncertainties in Retirement
• Thinking of Retiring Abroad?
• 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 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
• Is a Variable Annuity Right for Me?
• 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?
• Social Security: Two Benefit Strategies Eliminated
• 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
• Why Medicare Should Be Part of Your Retirement Strategy
• How Retirement Spending Changes With Time

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
• 4 Steps to Protecting a Child with Disabilities
• A Primer on Irrevocable Life Insurance Trusts
• A Living Trust Primer
• Tips for Finding Care for Your Disabled Child
• 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
• TIPS for Inflation
• Types of Stock Market Analysis
• Best-Performing Asset Classes
• How the Federal Reserve Works
• A Primer on Dividends
• Asset Allocation
• How Stocks Work
• 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
• The New Red Scare: Chinese Ownership of U.S. Debt
• The Ivory Tower Changes Wall Street
• 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
• 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...
• 4 Reasons for the Return of Market Volatility
• How to Invest in LGBTQ+ Friendly Companies
• Pullbacks, Corrections, and Bear Markets

Tax

• How Income Taxes Work
• What Do Your Taxes Pay For?
• What If You Get Audited?
• What Is a 1035 Exchange?
• Do You Owe The AMT?
• Get Paid for Going Green
• 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
• How to Appeal Your Property Taxes
• 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
• 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
• 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
• The Economic Journey of Your Morning Coffee
• Countering Counterfeit Currency
• Weighing the Benefits of Prepaid Debit Cards
• The Half Million Dollar Baby
• The Lowdown on Those Free Credit Scores
• Strategies For Managing Student Loan Debt
• Budgeting After a Divorce
• The History of Currency
• 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

• Lots of Variables with Fixed-Rate Mortgages
• Fixed or Variable Mortgage, Which Should You Pick?
• To Catch a Thief
• A House Divided
• Healthy Body, Healthy Pocketbook
• Do Your Kids Know The Value of a Silver Spoon?
• Countdown to College
• Putting a Price Tag On Your Health
• Crowdfunding—Capital for the 21st Century
• 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
• Saving on Subscription Service Costs
• Stop Wasting Money
• Please Leave Home Without It
• Changing Unhealthy Behaviors
• Debt Stress
• Avoiding Cognitive Decline
• Raising Healthy Children
• 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
• Top New Digital Tools for Small Businesses
• Travel, Without the Baggage
• The Best Apps in Travel
• 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
• 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.