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
• Split Annuity Strategy
• Important Birthdays Over 50
• Immediate vs. Deferred Annuities
• Caring for Aging Parents
• What's So Great About a Rollover?
• Catch-Up Contributions
• 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?
• Money that Buys Good Health is Never Ill Spent
• Should You Borrow from Your 401(k)?
• Volunteering in Retirement
• Social Security: Maximizing Benefits
• Choices for Your 401(k) at a Former Employer
• Three Key Questions to Answer Before Taking Social Security
• Eight Mistakes That Can Upend Your Retirement
• Does Your Portfolio Fit Your Retirement Lifestyle?
• Retirement Traps to Avoid
• The Pre-Retirement Checklist
• 5 Benefits of Working in Retirement
• Women on the Rise
• How Women Can Prepare For Retirement
• Helpful Retirement Strategies for Women
• Retirement Seen Through Your Eyes

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
• 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
• Rebalancing Your Portfolio
• Estimating the Cost of College
• TIPS for Inflation
• Types of Stock Market Analysis
• How the Federal Reserve Works
• A Primer on Dividends
• Asset Allocation
• Required Reading: The Economic Report of the President
• A Decision Not Made Is Still a Decision
• Global vs. International: What’s the Difference?
• A Taxing Story: Capital Gains and Losses
• 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
• Investment Challenges of the Affluent Investor
• Four Really Good Reasons to Invest
• Pullbacks, Corrections, and Bear Markets
• Separating the Signal From the Noise

Insurance

• Assess Life Insurance Needs
• Is Term Life Insurance for You?
• 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
• 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: Married With Children
• Insurance Needs Assessment: For Empty Nesters and Retirees
• Protection Against Uninsured Drivers
• Social Media: #NewestBusinessLiabilityRisk
• Insuring Your Second Home
• Inventorying Your Possessions
• Fallen Tree Damage—Who Pays?
• Test Your Life Insurance Knowledge
• Medicare Advantage 101

Tax

• Understanding Marginal Income Tax Brackets
• How Income Taxes Work
• 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
• Five Most Overlooked Tax Deductions
• You May Need to Make Estimated Tax Payments If…
• Tax Rules When Selling Your Home

Money

• Pay Yourself First
• Buying vs. Leasing a Car
• 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
• Strategies for Managing Student Loan Debt
• The Five Basics of Financial Literacy

Lifestyle

• Fixed or Variable Mortgage, Which Should You Pick?
• To Catch a Thief
• A House Divided
• Do Your Kids Know The Value of a Silver Spoon?
• Countdown to College
• The Financial Literacy Crisis
• Stop Wasting Money
• Please Leave Home Without It
• Changing Unhealthy Behaviors
• Avoiding Cognitive Decline
• Money Draining Food Myths
• Building Your Legacy
• Creative Ways to Motivate Your Employees
• Keeping Good Records is Good Business
• The Three Keys to a Great Password

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.