All Articles
Retirement
- 9 Facts About Social Security
- Traditional vs. Roth IRA
- Split Annuity Strategy
- Important Birthdays Over 50
- Immediate vs. Deferred Annuities
- Caring for Aging Parents
- 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
- Inflation - Back to the Future
- Money that Buys Good Health is Never Ill Spent
- Certain Uncertainties in Retirement
- 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
- Three Key Questions to Answer Before Taking Social Security
- Does Your Portfolio Fit Your Retirement Lifestyle?
- Whole Life: The Key to Unlocking your 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?
- Infographic: Women Are Financially Savvy
- Infographic: While You’re Still Covered
- Infographic: Whole Life Insurance Can Be an Essential Piece
- Don’t Get Trapped by These Retirement Myths
- Retirement Planning With Your Special Needs Child in Mind
- Essential Steps to Avoid and Recover From Identity Theft
- The 12 Steps to Living Confidently: Retire With Confidence
- Supplementing Retirement Income with Whole Life
- Is it Too Late to Plan for Retirement?
- 6 Strategies to Help You Prepare for Living on Retirement
- Retirement Savings Essentials in your 30s
- How to Jump-Start Your Financial Strategy for Retirement
- 401(k) Plans Are Not Just for Big Businesses
- The SECURE Act
- Top Tips for a Retirement Tailgate
- Women on the Rise
Estate
- And the Executor Is
- Put It in a Letter
- Will Power
- Trends in Charitable Giving
- Revising Estate Strategy Assumptions
- Asset and Account Consolidation for Your Estate
- Test Your Estate Strategy Knowledge
- Planning Your Legacy
- The 12 Steps to Living Confidently: Legacy and Estate
- Unintentionally Disinheriting Your Spouse
Investment
- The Business Cycle
- A Look at Diversification
- Inflation & Your Money
- TIPS for Inflation
- Types of Stock Market Analysis
- Best-Performing Asset Classes
- A Primer on Dividends
- Asset Allocation
- How Stocks Work
- Required Reading: The Economic Report of the President
- A Taxing Story: Capital Gains and Losses
- The Ivory Tower Changes Wall Street
- Earnings for All Seasons
- 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?
- 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
- Financial Fixes: Beware of Market Bubbles
- The 12 Steps to Living Confidently: The Small Business Dream
- Infographic: The Whole Story of Dividends
- How to Spend Smart to Improve Cash Flow
- Ways to Turn Spending into Savings
- Keeping Your Business Strong
Insurance
- Assess Life Insurance Needs
- Is Term Life Insurance for You?
- Keep Your Umbrella Handy
- Disability and Your Finances
- 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
- Buying Auto Insurance For Teen Drivers
- 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
- Insuring Your Second Home
- Fallen Tree Damage—Who Pays?
- Build a Stronger Financial Future
- Gifting of A Stronger Financial Future
- 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?
- The Big Little Things: 5 Easy Ways to Protect Your Money
- Financial Fixes: From Health Scare to Financial Care
- The 12 Steps to Living Confidently: How to Protect Yourself
- Whole Life Insurance Can Be an Asset For Balance
- Attract Better Employees with Better Benefits
Tax
- Understanding Marginal Income Tax Brackets
- How Income Taxes Work
- What If You Get Audited?
- What Is a 1035 Exchange?
- 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
- You May Need to Make Estimated Tax Payments If…
- Tax Rules When Selling Your Home
- Infographic: 2019 Taxes by the Numbers
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
- 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
- Financial Fixes: Get Out of the Minimum Payment Vortex
- 6 Tips on Ways to Spend Your Money for Happiness
- The 12 Steps to Living Confidently: Define Your Life Goals
- The 12 Steps to Living Confidently: How to Set Up a Budget
- The 12 Steps to Living Confidently: How to Cut Your Expenses
- The 12 Steps to Living Confidently: Smart Debt Decisions
- The 12 Steps to Living Confidently: Savings and Cash Flow
- Financial Fixes: How to Survive Job Loss
- Business Boosters: Holding on to Talent
- Financial Fixes: 5 Tips for Handling Inheritance
- Thanks, Mom!
- What Do Fine Wine and Financial Planning Have in Common?
- Take the Stage: Commitment and the Money Conversation
- Ask a Financial Professional: Couples & Money
- Financial Empowerment for Women
- Financial Fixes: How to Get Out of the Minimum Payment Vorte
- Not Your Parents’ Finances
Lifestyle
- Lots of Variables with Fixed-Rate Mortgages
- Fixed or Variable Mortgage, Which Should You Pick?
- 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
- A Cheat Sheet for Sending Your Kid to College
- The Financial Literacy Crisis
- Stop Wasting Money
- Changing Unhealthy Behaviors
- Avoiding Cognitive Decline
- Raising Healthy Children
- 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
- Mastering Mobile Lingo
- Four Great, Unexpected Places to Raise a Family
- Top New Digital Tools for Small Businesses
- How Helping Charities Helps You
- 5 Original Ways to Show Your Love
- 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
- Financial Hacks for Millennials: 5 Ways to Manage Finances
- Infographic: The ABCs of Financial Literacy
- Business Boosters: Tips for Building a Team
- Financial Hacks for Millennials: Don’t Get Burnt With FIRE
- How Financial Decision-Making is Like Camping
- How Growing a Business is Like Raising a Child
- Infographic: Personal Finances Are Like A Game of Golf
- Business Boosters: How to Exit Your Business Successfully
- 7 Easy Ways to Improve Your Finances This Week
- Financial Fixes: The Hidden Costs of Home Ownership
- Financial Aid for Students 101
- Business Boosters: Can Your Business Survive Without You?
- Bank on Your Good Health
- Infographic: Playing the Odds With Your Future?
- Five Ways to Help Make Your Money Last Longer
- The Three Keys to a Great Password
- Gift Giving: Spend Less, Enjoy More
- Infographic: Top Tip for Tipping
- Aware of Employment Rights for Workers with Disabilities?
- 6 Tips From Tech Start-ups for Your Non-tech Business
- Mentorship for Entrepreneurs: An Invaluable Resource
- 3 Ways Charitable Giving Can Benefit Your Business
- What Generation Z Employees Really Want
- Pickleball in Retirement
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.