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
- 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
Estate
- And the Executor Is
- 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
- Test Your Estate Strategy Knowledge
- Planning Your Legacy
- The 12 Steps to Living Confidently: Legacy and Estate
Investment
- The Business Cycle
- A Look at Diversification
- Best-Performing Asset Classes
- How the Federal Reserve Works
- A Primer on Dividends
- Asset Allocation
- How Stocks Work
- Global vs. International: What’s The Difference?
- The Great Debate Continues: Active vs. Passive
- The Utility of Sector Investing
- Alternative Investments - Going Mainstream
- 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
- Driving Interest on Interest with the Next Generation
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
- Insurance Needs Assessment: When You're Newly Married
- Insurance Needs Assessment: When You're Young and Single
- Build a Stronger Financial Future
- Gifting of A Stronger Financial Future
- Test Your Life Insurance Knowledge
- 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
- 4 Ways Whole Life Insurance Can Help with Business Expenses
- Insurance Needs of Small Business Owners
Tax
- How Income Taxes Work
- What If You Get Audited?
- What Is a 1035 Exchange?
- Tax Deductions You Won't Believe
- “Dirty Dozen” Tax Scams to Watch For
- You May Need to Make Estimated Tax Payments If…
- Does Your Child Need to File an Income Tax Return?
- Webinar: Navigating the tax landscape and what it means for your retirement
Lifestyle
- Lots of Variables with Fixed-Rate Mortgages
- To Catch a Thief
- A House Divided
- 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
- Raising Healthy Children
- Money Draining Food Myths
- 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
- 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?
- 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?
- 5 Tips for Self-Care in Tough Times
- 7 Ways to Show Your Appreciation for Mom this May
- Not Just Equal Pay, Equal Job Security
- Infographic: LGBTQ Proud
- 7 Father’s Day Financial Hacks for Dads
- 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
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.