All Articles
Retirement
- What Is a Stretch IRA?
- Where Will Your Retirement Money Come From?
- Important Birthdays Over 50
- 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
- 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
- Three Key Questions to Answer Before Taking Social Security
- Does Your Portfolio Fit Your Retirement Lifestyle?
- Whole Life: The Key to Unlocking your Retirement
- Social Security: What’s Changing in 2016?
- Social Security: Two Benefit Strategies Eliminated
- The History of Retirement
- How to Cut Your Expenses
- Tax Deductions: Catch Them All!
- How Women Make it Happen
- You Are Not Alone it Just Feels That Way
- Retirement Traps to Avoid
- Financial Empowerment for Women
- Retirement Road Trip
- Near 60? Get a Financial Check-Up
- Home Ownership by the Numbers
- Redefining Retirement Planning
- What is Guaranteed Retirement Income?
- Tax-Advantaged Retirement Planning
- Thanks Mom
- Take the Stage: Starting Out
- The Pre-Retirement Checklist
- 5 Benefits of Working in Retirement
- Defining Your Priorities
- Retirement Victory Lap
- Learn, Earn and Retire at Any Age
- How Do You View Your Future?
Estate
- 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
- Planning for Special Needs Children
- A Primer on Irrevocable Life Insurance Trusts
- A Living Trust Primer
- Tips for Finding Care for Your Special-Needs Child
- Revising Estate Strategy Assumptions
- Asset and Account Consolidation for Your Estate
- When Heirs are Imperfect
- Test Your Estate Strategy Knowledge
- Why You Need an Estate Strategy
Investment
- 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
- All Under One Roof
- Looking to Improve Your Financial Future?
- College Funding Ideas
- Preparing the Future Generation
- What’s Your Investment IQ?
- You Would Rather Be...
- How Interest Rates Affect Everything
- How Will You Be Remembered?
- The Basics of Investing
- Financial Empowerment for Women
- How to Invest in LGBTQ+ Friendly Companies
- Financial Hacks for Millennials: Values-Based Investing
Insurance
- 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?
- Planning for the Expected
- When to Self-Insure
- When Does Your Personal Car Become a Commercial Vehicle?
- The ABC’s of Auto Insurance
- Understanding Homeowner’s Insurance
- An Overview of Renter’s Insurance
- Protecting Your Home Against Flood Loss
- A Brief Guide To Condo Insurance
- Making Sense Of A Home Warranty
- Buying Auto Insurance For Teen Drivers
- Retiree Health Care Coverage Overseas
- A Home Insurance Claim: To File Or Not To File
- 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: For Empty Nesters and Retirees
- Protection Against Uninsured Drivers
- The Most Overlooked Item of Any Home Improvement
- When Life Insurance Becomes Taxable
- Keeping Summer Safe: Pool and Spa Safety Tips
- Insuring Your Second Home
- Fallen Tree Damage—Who Pays?
- Build a Stronger Financial Future
- Gifting of A Stronger Financial Future
- 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
- Gap Insurance for Leased Cars
- Dog Bites Neighbor. Now What?
- Layers of Protection
- Bank on Your Good Health
- Income Protection for Millennials
- Be My Beneficiary
- Do You Know the Whole Life Story?
Tax
- Understanding Marginal Income Tax Brackets
- 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
- Donating Art: Taxation Abstraction
- Red Flags for Tax Auditors
- “Dirty Dozen” Tax Scams to Watch For
- How to Appeal Your Property Taxes
- Six Most Overlooked Tax Deductions
- Tax Rules When Selling Your Home
- What the New Tax Bill Means for You
Money
- U.S. Personal Savings Rate
- Life and Death of a Twenty Dollar Bill
- Pay Yourself First
- Buying vs. Leasing a Car
- 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
- Making Sense of U.S. Household Net Worth
- 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
- Uncommon Knowledge for Your Life
- Keep Your Credit Score on the Upswing
- Your Paycheck and You: A Love Story
- The Twelve Steps to Living Confidently: Budgeting
- The Twelve Steps to Living Confidently: Goals
- Father Knows Best
- How to Make Smart Debt Decisions
- Organizing Your Finances
- Savings and Cash Flow
- Budgeting After a Divorce
- How Big is Money?
- Protection from a Financial Emergency
- Commitment and Money Conversations
- 8 Financial Lessons from the Big (and Little) Screen
- First Things First
- Maximizing Your Daily Life Expenses
- The Five Basics of Financial Literacy
- Couples and Money
- Who's On Your Financial Dream Team?
- Your Financial Family Tree
- Is Your Financial House Haunted?
- Millennials and Savings
- Planning for All Families
- The Next Gig Thing
- Financial Hacks for Millennials: Starting a Business
- How to Read Your Credit Report
Lifestyle
- Lots of Variables with Fixed-Rate Mortgages
- Should You Choose a Fixed or Variable?
- 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
- Bitcoin 101
- A Cheat Sheet for Sending Your Kid to College
- The Financial Literacy Crisis
- Saving on Fitness Center Membership 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
- Apps That Help Achieve Goals
- Building Your Legacy
- Creative Ways to Motivate Your Employees
- As of Today, You’re Different.
- Keeping Good Records is Good Business
- 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
- New Trends Redefine Travel
- Travel, Without the Baggage
- How Helping Charities Helps You
- 5 Original Ways to Show Your Love
- 5 Things That Seasoned Travelers Are Doing (That You're Not)
- Bulletproofing Your Business
- Smart Wedding Registry Ideas
- What Does That Mean? IDK
- Gift Yourself a Debt-Free Holiday
- 6 Steps to Rewire the Mind-Money Connection
- Financial Fixes: The Most Expensive Cheap Vacation
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.