All Articles
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
- 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
- Choosing a Retirement Plan that Fits Your Business
- Is a SEP-IRA Right for Your Business?
- 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: Five Facts You Need to Know
- Social Security: The Elephant in the Room
- 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?
- 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
- A Meal for All Generations
- Who Is Your Trusted Contact?
- Starting a Roth IRA for a Teen
- Retirement Seen Through Your Eyes
- Saving Early & Letting Time Work For You
- 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
- Buying a Vacation Home? 5 Questions to Consider First
- Six Surprising Facts About Retirement Confidence
- New Retirement Contribution Limits for 2025
- Find That Lost Retirement Account
- SECURE Act 2.0: An Overview
- Understanding the SECURE Act 2.0
- FIRE Retirement
- Deciding When to Take Social Security
- Retiring Earlier Than Expected? What To Know
- Why Do Renters Have to Save More?
- AI Tools Changing Retiree Entrepreneurship
- Financial Strategies for Women
- 5 Reasons to Invest in Your 401(k)
- Why You Should Invest in Your 401(k)
- Women and Wealth: A Pivot Towards Retirement
- 7 Questions You May Have About Your Retirement
- Are Subscriptions Cutting into Your Retirement Savings?
- Tax Strategies for Retirement Account Withdrawals
- Tips for Improving Your Financial Health into Retirement
- Money-Saving Tips for Managing Your Subscriptions
- Financial Wellness on Your Path to Retirement
- Ways to Manage Your Money and Taxes in Retirement
- 7 Questions to Consider in Retirement
- Roth IRA for Kids
- 8 Financial Milestone Birthdays
- Exploring Retirement Plans for Small Businesses
- Retire Wise | April 2024
- Retirement Savings in Three Phases of Retirement
- Tax and Investment Strategies: A Retirement Savings Roadmap
- 401(k) vs. IRA: What You Should Know
- Roadmap to Retirement: Tax & Investment Strategies
- Planning for the Three Stages of Retirement
- Giving Back in Retirement: New Strategies for a New Phase
- New Ways to Give in a New Phase of Life
- Understanding Qualified Charitable Distributions
- Your 4% Withdrawal Strategy May Not Be Enough
- Can I Create a Roth if I’m Over the Income Limit?
- Retirement Strategy After a Job Loss
- How the SECURE Act 2.0 Changed RMDs
Estate
- 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?
- Understanding the Alternate Valuation Date
- 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
- Estate Strategies of the Rich and Famous
- Intellectual Property and Your Estate
- White Elephant Inheritance
- Grantor Retained Annuity Trusts (GRATs)
- Estate Planning as a Family Unit
- A Hard Conversation Made Easy
- Estate Planning Checklist
- Creating a Comprehensive Estate Plan
- Steps to Protecting a Child with Disabilities
- Intellectual Property Rocks in a New Digital Era
- Leaving a Legacy: Saving for Your Family's Financial Future
- Planning Your Legacy & Your Family’s Financial Future
Investment
- The Business Cycle
- Inflation & Your Money
- Mutual Funds vs. ETFs
- Rebalancing Your Portfolio
- TIPS for Inflation
- Types of Stock Market Analysis
- How the Federal Reserve Works
- A Primer on Dividends
- Required Reading: The Economic Report of the President
- Getting a Head Start on College Savings
- Global vs. International: What’s the Difference?
- The Great Debate Continues: Active vs. Passive
- 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
- How Financial Professionals Are Compensated
- What’s Your Investment IQ?
- You Would Rather Be...
- Pullbacks, Corrections, and Bear Markets
- Investing for Impact
- 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
- Your Shifting Risk Tolerance
- Risk Perspective
- Do Our Biases Affect Our Financial Choices?
- Are You Ready for Your Portfolio to Make a Difference?
- Inflation and the Real Rate of Return
- Bull & Bear Markets: A Timeline
- Key Money Moments: 4 Times You Should Talk to a Pro
- The Pros and Cons of an NUA Strategy
- Understanding Equity Compensation
- What It Takes to Become an Accredited Investor
- Impact Investing or Philanthropy
- How Will the Economy React to AI?
- Rollover Unused 529 Funds to a Roth IRA
- The Great Retirement Savings Debate: 401(k) vs. IRA
- A Quick Guide to Socially Responsible Investing
- What You Need to Know About Socially Responsible Investing
- Make Your Mark Through Sustainable Investing
- How to Leave a Lasting Impact with Sustainable Investing
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
- Keep Your Umbrella Handy
- Disability and Your Finances
- Term vs. Permanent Life Insurance
- 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?
- The ABC’s of Auto Insurance
- Understanding Homeowners Insurance
- Insuring Your Business Against Cyber Liability
- Protecting Your Home Against Flood Loss
- Making Sense Of A Home Warranty
- Retiree Health Care Coverage Overseas
- 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
- Inventorying Your Possessions
- Fallen Tree Damage—Who Pays?
- Gun Ownership and Your Homeowners Policy
- Errors and Omissions Insurance
- How Insurance Deductibles Work
- Test Your Life Insurance Knowledge
- Teen Drinking and Your Liability
- Gap Insurance for Leased Cars
- 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
- 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?
- What If You Get Audited?
- What Is a 1035 Exchange?
- Do You Owe The AMT?
- How to Make the Tax Code Work for You
- Tax Deductions You Won't Believe
- Red Flags for Tax Auditors
- How to Appeal Your Property Taxes
- You May Need to Make Estimated Tax Payments If…
- Tax Rules When Selling Your Home
- Filing Final Tax Returns for the Deceased
- Tax & Estate Strategies for Married LGBTQ+ Couples
- Counteracting Capital Gains with Tax-Loss Harvesting
- Capital Gains Tax When Selling Your Home
- What’s My 2024 Tax Bracket?
- Tax-Loss Harvesting: A Tax Strategy to Consider
- What You Need to Know about Tax-Loss Harvesting
- Give Me a (Tax) Break: Tax Implications for Charitable Trust
- A Quick Guide to Charitable Trusts
- Making Cash Flow Count with Tax-Smart Strategies
- Simple Strategies for Tax-Intelligent Cash Flow
- Saving to Spending: Build a Tax-Smart Withdrawal Strategy
- Retirement Income 101: Tax-Efficient Withdrawal Strategies
- Building a Plan: Tax Strategies for Retirement Income
- Income Tax Strategies to Help You Live Your Ideal Retirement
- 5 Tax Strategies to Maximize Returns and Minimize Burdens
- Keep More, Grow More: 5 Tax-Efficient Investment Strategies
Money
- Spotting Credit Trouble
- 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
- 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
- The History of Currency
- How Big is Money?
- Year-End Charitable Gifting and You
- Mortgages in Retirement
- The Average American Budget
- Building a Solid Financial Foundation
- Managing Money as a Couple
- Making a Charitable Contribution
- Exploring the Federal Student Grant Program
- Personal Finance Calendar
- 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?
- Financial Resolutions for 2024
- How to Budget as a Couple
- Resolutions to Help Build Financial Independence
- How to Effectively Budget as a Couple
- Setting Your Family’s Financial Values
- Are You in the “Sandwich Generation?"
- Facilitate Family Financial Conversations Across Generations
- Don't Delay an Important Discussion
- A Comprehensive Guide to Navigating Life's Transitions
- Navigate Life’s Transitions with Confidence
- Planning, Saving, and Spending Over a Lifetime
- Monthly Memberships
- Understanding Money Market Funds
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.