All Articles

Retirement

• What Is an Annuity?
• 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?
• Where Will Your Retirement Money Come From?
• 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
• Your Changing Definition of Risk in Retirement
• A Bucket Plan to Go with Your Bucket List
• 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
• 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
• What's New for Social Security?
• Social Security: Two Benefit Strategies Eliminated
• Retirement Traps to Avoid
• The Pre-Retirement Checklist

Estate

• Critical Estate Documents
• Estate Management Checklist
• 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 Living Trust Primer
• Tips for Finding Care for Your Disabled Child
• Revising Estate Strategy Assumptions
• Yours, Mine and Ours: Estate Strategies for Second Marriages
• 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
• TIPS for Inflation
• Types of Stock Market Analysis
• Best-Performing Asset Classes
• A Primer on Dividends
• Asset Allocation
• Required Reading: The Economic Report of the President
• A Decision Not Made Is Still a Decision
• The Great Debate Continues: Active vs. Passive
• 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
• Investing with Your Heart
• The Anatomy of an Index
• The Utility of Sector Investing
• The Investment Risk No One’s Ever Heard Of
• Investment Challenges of the Affluent Investor
• How Financial Professionals Are Compensated
• What’s Your Investment IQ?
• You Would Rather Be...
• 4 Reasons for the Return of Market Volatility
• Investing for Impact

Insurance

• A Look at Whole Life Insurance
• Is Term Life Insurance for You?
• Universal Life Insurance
• Variable Universal Life Insurance
• What to Look for in a Long-Term Care Policy
• Understanding Long-Term Care
• Keep Your Umbrella Handy
• 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
• 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 Homeowner’s Insurance
• Insuring Your Business Against Cyber Liability
• Protecting Your Home Against Flood Loss
• Making Sense Of A Home Warranty
• Buying Auto Insurance For Teen Drivers
• 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
• Test Your Life Insurance Knowledge
• Teen Drinking and Your Liability

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
• Red Flags for Tax Auditors
• Five Most Overlooked Tax Deductions
• You May Need to Make Estimated Tax Payments If…
• Tax Rules When Selling Your Home
• What the New Tax Bill Means for You
• Tax Reform: Before and After

Money

• U.S. Personal Savings Rate
• Life and Death of a Twenty Dollar Bill
• Pay Yourself First
• Your Emergency Fund: How Much Is Enough?
• 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
• Weighing the Benefits of Prepaid Debit Cards
• The Half Million Dollar Baby
• Strategies For Managing Student Loan Debt
• Budgeting After a Divorce
• The History of Currency
• The Five Basics of Financial Literacy
• Mortgages in Retirement
• The Average American Budget

Lifestyle

• Lots of Variables with Fixed-Rate Mortgages
• To Catch a Thief
• Putting a Price Tag On Your Health
• Prevent a Rift: Money Tips for Newlyweds
• Personal Finance Tips for Military Families
• Bitcoin 101
• The Financial Literacy Crisis
• Saving on Subscription Service Costs
• Please Leave Home Without It
• Changing Unhealthy Behaviors
• Raising Healthy Children
• Money Draining Food Myths
• Building Your Legacy
• Keeping Good Records is Good Business
• 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
• The Best Apps in Travel

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.