All Articles
Retirement
- What Is a Stretch IRA?
- Where Will Your Retirement Money Come From?
- Important Birthdays Over 50
- 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
- Retirement Income and the Traditional Portfolio
- 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?
- Orchestrating Your Retirement Accounts
- 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 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
- Three Key Questions to Answer Before Taking Social Security
- Does Your Portfolio Fit Your Retirement Lifestyle?
- Whole Life: The Key to Unlocking your Retirement
- Social Security: Two Benefit Strategies Eliminated
- Protect Your Retirement Income
- The Value of Planning as Retirement Approaches
- The History of Retirement
- Here’s the Retirement Crystal Ball You’ve Been Waiting For
- How to Cut Your Expenses
- Tax Deductions: Catch Them All!
- How Women Make it Happen
- You Are Not Alone it Just Feels That Way
- Financial Empowerment for Women
- Retirement Road Trip
- More Than a Paycheck
Estate
- 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
- Planning for Special Needs Children
- A Primer on Irrevocable Life Insurance Trusts
- A Living Trust Primer
- Tips for Finding Care for Your Special-Needs Child
- Revising Estate Strategy Assumptions
- Business Succession Planning Blueprint
- Asset and Account Consolidation for Your Estate
- The Importance of Business Valuation
- 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
- Why You Need an Estate Strategy
Investment
- Options When Your CD Matures
- TIPS for Inflation
- Types of Stock Market Analysis
- Best Performing Asset Classes
- How the Federal Reserve Works
- A Primer on Dividends
- Asset Allocation
- How Stocks Work
- Required Reading: The Economic Report of the President
- Getting a Head Start on College Savings
- A Decision Not Made Is Still a Decision
- Global vs. International: What’s The Difference?
- The Great Debate Continues: Active vs. Passive
- All Muni Bonds Are Not Created Equal
- 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
- 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
- Don’t Be Your Own Worst Enemy
- Investment Challenges of the Affluent Investor
- Four Really Good Reasons to Invest
- Measuring the Value of a Financial Advisor
- The Value of Diversification
- All Under One Roof
- Looking to Improve Your Financial Future?
- How Financial Advisors Are Compensated
- The Big Picture–Earnings Preview
- College Funding Ideas
- From Seeking Yield to Seeking Profits
- Preparing the Future Generation
- The Big Picture–Table 10 is a Hot Spot
- The Big Picture– Cracking Open a Six Pack
- The Big Picture–Little Focus on Big Issues
- Insight to a Maddening Employment Report
- Market View Update - September 2016
- Stocks Bombed by Bonds
- The Big Picture–Yellen Walks Steady Line
- What’s Your Investment IQ?
- You Would Rather Be...
- How Interest Rates Affect Everything
- What to Expect in the Next Four Years
- How Will You Be Remembered?
Insurance
- 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?
- Planning for the Expected
- When to Self-Insure
- Insuring Your Business Against Cyber Liability
- 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: For Empty Nesters and Retirees
- The Most Overlooked Item of Any Home Improvement
- When Life Insurance Becomes Taxable
- Social Media: #Newest Business Liability Risk
- Benefits of Life Insurance
- Business Solutions with Life Insurance
- College Savings with Life Insurance
- How Solid is Your Offensive Line?
- Insurance Planning Following Divorce
- Directors and Officers Liability Insurance
- Inventorying Your Possessions
- The Anatomy of a Supplemental Health Plan
- 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
- Layers of Protection
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
- Donating Art: Taxation Abstraction
- Red Flags for Tax Auditors
- “Dirty Dozen” Tax Scams to Watch For
- How to Appeal Your Property Taxes
- Six Most Overlooked Tax Deductions
- 2016 Tax Data You Should Know
- You May Need to Make Estimated Tax Payments If…
- Does Your Child Need to File an Income Tax Return?
- Take Advantage of These Business Tax Deductions
- Tax Rules When Selling Your Home
Money
- How Does Your Credit Score Compare?
- U.S. Personal Savings Rate
- Life and Death of a Twenty Dollar Bill
- Pay Yourself First
- The Economic Journey of Your Morning Coffee
- Making Sense of U.S. Household Net Worth
- Countering Counterfeit Currency
- 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
- Uncommon Knowledge for Your Life
- The ABCs of Financial Literacy
- Keep Your Credit Score on the Upswing
- 5 Keys to Fiscal Fitness
- Measuring Up To Your Potential
- Your Paycheck and You: A Love Story
- LGBTQ Proud
- When Couples Know TV Over Finances
- 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
Lifestyle
- Lots of Variables with Fixed-Rate Mortgages
- Should You Choose a Fixed or Variable?
- To Catch a Thief
- A House Divided
- Healthy Body, Healthy Pocketbook
- Do Your Kids Know The Value of a Silver Spoon?
- Buying vs. Leasing a Car
- Countdown to College
- What to Look for in Personal Finance Apps
- Putting a Price Tag On Your Health
- Password Protection Strategies
- Crowdfunding—Capital for the 21st Century
- A Penny Saved is Two Pennies Earned
- Prevent a Rift: Money Tips for Newlyweds
- Personal Finance Tips for Military Families
- Bitcoin 101
- A Cheat Sheet for Sending Your Kid to College
- The Financial Literacy Crisis
- Saving on Fitness Center Membership Costs
- Stop Wasting Money
- Please Leave Home Without It
- Changing Unhealthy Behaviors
- Debt Stress
- Avoiding Cognitive Decline
- Raising Healthy Children
- Good Health is Good Business
- 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
- 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
- How Helping Charities Helps You
- 5 Original Ways to Show Your Love
- 5 Things That Seasoned Travelers Are Doing (That You're Not)
- Bulletproofing Your Business
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.