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
- What's So Great About a Rollover?
- 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
- Thinking of Retiring Abroad?
- Should You Borrow from Your 401(k)?
- Volunteering in Retirement
- Social Security: Five Facts You Need to Know
- Does Your Portfolio Fit Your Retirement Lifestyle?
- Social Security: Two Benefit Strategies Eliminated
- 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 Road Trip
- 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: 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
- 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
- 3 Important Insurance Considerations for Retirees
- Retirement Realities
- Why Medicare Should Be Part of Your Retirement Strategy
Estate
- Put It in a Letter
- Will Power
- Trends in Charitable Giving
- Succeeding at Business Succession
- Choosing a Business Structure
- 4 Steps to Protecting a Child with Disabilities
- A Living Trust Primer
- Tips for Finding Care for Your Disabled Child
- Revising Estate Strategy Assumptions
- Asset and Account Consolidation for Your Estate
- Yours, Mine, and Ours: Estate Strategies for Second Marriages
- Four Reasons Millennials Need an Estate Strategy
- Four Steps to Valuing an Estate
- When Heirs are Imperfect
- Test Your Estate Strategy Knowledge
- Planning Your Legacy
- The 12 Steps to Living Confidently: Legacy and Estate
Investment
- The Business Cycle
- Best-Performing Asset Classes
- How the Federal Reserve Works
- How Stocks Work
- Global vs. International: What’s The Difference?
- The Great Debate Continues: Active vs. Passive
- The Utility of Sector Investing
- Don’t Be Your Own Worst Enemy
- Four Really Good Reasons to Invest
- Looking to Improve Your Financial Future?
- College Funding Ideas
- Preparing the Future Generation
- What’s Your Investment IQ?
- How Will You Be Remembered?
- 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
- Driving Interest on Interest with the Next Generation
- How to Conquer the World - 5 Financial Strategies for Savvy Single Women
Insurance
- 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
- Protecting Your Home Against Flood Loss
- A Brief Guide To Condo Insurance
- Making Sense Of A Home Warranty
- 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
- Keeping Summer Safe: Pool and Spa Safety Tips
- 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
- 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
- 4 Ways Whole Life Insurance Can Help with Business Expenses
- Insurance Needs of Small Business Owners
- Infographic: How to Talk to Millennials About Life Insurance
- Infographic: Life Insurance: The Basics
- Why Millennials May Need Life Insurance Now More than Ever
- Term to Perm Life Insurance Conversion Tips
- Top Tips for Talking to Your Adult Children About Insurance
- Insurance Options for Business Succession Planning
- Whole Life Insurance Can Be an Asset For Balance
- 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 If You Get Audited?
- What Is a 1035 Exchange?
- Tax Deductions You Won't Believe
- Donating Art: Taxation Abstraction
- Red Flags for Tax Auditors
- How to Appeal Your Property Taxes
- You May Need to Make Estimated Tax Payments If…
- Does Your Child Need to File an Income Tax Return?
- Tax Rules When Selling Your Home
- Webinar: Navigating the tax landscape and what it means for your retirement
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
- A Penny Saved is Two Pennies Earned
- 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: Goals
- Father Knows Best
- How to Make Smart Debt Decisions
- Organizing Your Finances
- Savings and Cash Flow
- How Big is Money?
- Protection from a Financial Emergency
- Commitment and Money Conversations
- 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
- Financial Empowerment for Women
- Financial Fixes: How to Get Out of the Minimum Payment Vorte
- Not Your Parents’ Finances
- Put Your Child on the Path to a Stronger Financial Future
- You’re Not an ATM: 5 Tips for Teaching Your Kids the Value o
- How Financially Literate Are You?
- Toddlers to Teens: The Lesson of Money
- Money Matters: Why it Pays to be Financially Responsible
- Starting Out: Reconciling Debt and Opportunity for Young Adults
- Financial Hacks for Millennials: From Side Hustle to Savings
- Navigating the Ups and Downs of Business Cash Flow
- Take the Stage: Planning for All Types of Families
- Financial Hacks for Millennials: Are Credit Cards A Necessary Evil?
- Tips to Create a More Effective and Efficient Virtual Team
- Financial Hacks for Millennials: Slay Your Student Debt
Lifestyle
- Lots of Variables with Fixed-Rate Mortgages
- To Catch a Thief
- Do Your Kids Know The Value of a Silver Spoon?
- Countdown to College
- Crowdfunding—Capital for the 21st Century
- Prevent a Rift: Money Tips for Newlyweds
- A Cheat Sheet for Sending Your Kid to College
- The Financial Literacy Crisis
- Money Draining Food Myths
- Building Your Legacy
- Creative Ways to Motivate Your Employees
- Keeping Good Records is Good Business
- Mastering Mobile Lingo
- Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
- How Helping Charities Helps You
- Bulletproofing Your Business
- Smart Wedding Registry Ideas
- Gift Yourself a Debt-Free Holiday
- 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
- Financial Fixes: The Hidden Costs of Home Ownership
- Financial Aid for Students 101
- Business Boosters: Can Your Business Survive Without You?
- 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
- Not Just Equal Pay, Equal Job Security
- Infographic: LGBTQ Proud
- Millennial Money Myths: Buying a Car is Better Than Leasing
- Infographic: Family Caregivers – Unseen labor in America
- Your Financial Path Forward in the Midst of Mental Illness
- Grief and Finances: Communication to Financial Preparedness
- Mental Health for the Next Gen: 4 Tips to Support Teens
- Give to Charity Without Reducing Your Legacy
- The 12 Steps to Living Confidently: Define Your Life Goals
- Financial Hacks for Millennials: Going Back to School
- How to Adopt “Blind Hiring” in Your Recruitment Process
- Four ways to boost company culture while working remotely
- Hindsight 2020: The New Gig Thing
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.