All Articles

Retirement

• What Is an Annuity?
• 9 Facts About 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?
• Women and Financial Strategies
• What Is a Roth 401(k)?
• Your Changing Definition of Risk in Retirement
• A Bucket Plan to Go with Your Bucket List
• 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
• IRA Withdrawals that Escape the 10% Tax Penalty
• 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
• The SECURE Act
• Women on the Rise
• Lesser Known Provisions of the SECURE Act
• Retirement Realities
• Why Medicare Should Be Part of Your Retirement Strategy
• How Retirement Spending Changes With Time

Estate

• Put It in a Letter
• Will Power
• Trends in Charitable Giving
• Problems with Probate
• What is the Value of Your Business?
• Understanding the Alternate Valuation Date
• 4 Steps to Protecting a Child with Disabilities
• A Primer on Irrevocable Life Insurance Trusts
• A Living Trust Primer
• 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
• Inflation & Your Money
• Mutual Funds vs. ETFs
• Value vs. Growth Investing
• Rebalancing Your Portfolio
• Types of Stock Market Analysis
• How the Federal Reserve Works
• How Stocks Work
• The Great Debate Continues: Active vs. Passive
• A Taxing Story: Capital Gains and Losses
• Investing with Your Heart
• The Anatomy of an Index
• The Investment Risk No One’s Ever Heard Of
• 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
• Investing for Impact

Insurance

• What to Look for in a Long-Term Care Policy
• Understanding Long-Term Care
• Keep Your Umbrella Handy
• Disability and Your Finances
• Term vs. Permanent Life Insurance
• Insuring Your Business With a Buy/Sell Agreement
• Planning for the Expected
• Understanding the Basics of Medigap Policies
• What You Should Do About Insurance Following a Divorce
• When to Self-Insure
• The ABC’s of Auto Insurance
• Understanding Homeowner’s Insurance
• Insuring Your Business Against Cyber Liability
• 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
• The Most Overlooked Item of Any Home Improvement
• Social Media: #NewestBusinessLiabilityRisk
• Inventorying Your Possessions
• 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
• Breaking Down the Parts of Medicare
• Medicare Advantage Plans (Medicare Part C)
• Prescription Drug Benefits Under Medicare (Part D)
• Ways to Supplement Your Medicare Coverage
• Replacing Your Medicare Card

Tax

• How Income Taxes Work
• What Do Your Taxes Pay For?
• What If You Get Audited?
• What Is a 1035 Exchange?
• How to Make the Tax Code Work for You
• Tax Deductions You Won't Believe
• Red Flags for Tax Auditors
• “Dirty Dozen” Tax Scams to Watch For
• 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

• Spotting Credit Trouble
• How Does Your Credit Score Compare?
• U.S. Personal Savings Rate
• Pay Yourself First
• Your Emergency Fund: How Much Is Enough?
• What to Look for in Personal Finance Apps
• Password Protection Strategies
• The Economic Journey of Your Morning Coffee
• 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
• How Big is Money?
• The Five Basics of Financial Literacy
• Year-End Charitable Gifting and You
• Mortgages in Retirement
• The Average American Budget

Lifestyle

• Lots of Variables with Fixed-Rate Mortgages
• Fixed or Variable Mortgage, Which Should You Pick?
• To Catch a Thief
• Healthy Body, Healthy Pocketbook
• Putting a Price Tag On Your Health
• The Financial Literacy Crisis
• Stop Wasting Money
• Please Leave Home Without It
• Debt Stress
• Raising Healthy Children
• Money Draining Food Myths
• Mastering Mobile Lingo
• Top New Digital Tools for Small Businesses
• Travel, Without the Baggage
• Financial Aid for Students 101
• 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.