All Articles

Retirement

• What Is an Annuity?
• 9 Facts About Retirement
• 9 Facts About Social Security
• The Cost of Procrastination
• When Should You Take Social Security
• Traditional vs. Roth IRA
• Split Annuity Strategy
• Where Will Your Retirement Money Come From?
• Important Birthdays Over 50
• How Will Working Affect Social Security Benefits?
• Immediate vs. Deferred Annuities
• Women and Financial Strategies
• Caring for Aging Parents
• What Is a Roth 401(k)?
• Systematic Withdrawals in Retirement
• 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
• Volunteering in Retirement
• 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
• Is a Variable Annuity Right for Me?
• Three Key Questions to Answer Before Taking Social Security
• Eight Mistakes That Can Upend Your Retirement
• What's New for Social Security?
• Retirement Traps to Avoid
• The Pre-Retirement Checklist
• 5 Benefits of Working in Retirement
• The SECURE Act
• Women on the Rise
• Lesser Known Provisions of the SECURE Act
• How Women Can Prepare For Retirement

Estate

• Critical Estate Documents
• 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?
• Understanding the Alternate Valuation Date
• 4 Steps to Protecting a Child with Disabilities
• A Primer on Irrevocable Life Insurance Trusts
• A Living Trust Primer
• Tips for Finding Care for Your Disabled Child
• Revising Estate Strategy Assumptions
• 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

Investment

• The Business Cycle
• A Look at Diversification
• Inflation & Your Money
• Mutual Funds vs. ETFs
• Value vs. Growth Investing
• Estimating the Cost of College
• TIPS for Inflation
• Types of Stock Market Analysis
• How the Federal Reserve Works
• A Primer on Dividends
• How Stocks Work
• 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
• A Taxing Story: Capital Gains and Losses
• The ABCs of Zero Coupon Bonds
• The Ivory Tower Changes Wall Street
• 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
• How Financial Professionals Are Compensated
• What’s Your Investment IQ?
• You Would Rather Be...
• How to Invest in LGBTQ+ Friendly Companies
• Pullbacks, Corrections, and Bear Markets

Money

• Spotting Credit Trouble
• How Does Your Credit Score Compare?
• Life and Death of a Twenty Dollar Bill
• Pay Yourself First
• Buying vs. Leasing a Car
• Your Emergency Fund: How Much Is Enough?
• 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
• 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
• The History of Currency
• How Big is Money?
• The Five Basics of Financial Literacy
• How to Read Your Credit Report
• Data Thieves from Outer Space
• Year-End Charitable Gifting and You
• Mortgages in Retirement

Lifestyle

• To Catch a Thief
• A House Divided
• Healthy Body, Healthy Pocketbook
• Do Your Kids Know The Value of a Silver Spoon?
• Countdown to College
• Crowdfunding—Capital for the 21st Century
• A Cheat Sheet for Sending Your Kid to College
• The Financial Literacy Crisis
• Saving on Fitness Center Membership Costs
• Stop Wasting Money
• Changing Unhealthy Behaviors
• Debt Stress
• Avoiding Cognitive Decline
• Raising Healthy Children
• Good Health is Good Business
• Apps That Help Achieve Goals
• Building Your Legacy
• Creative Ways to Motivate Your Employees
• Mastering Mobile Lingo
• Top New Digital Tools for Small Businesses
• Travel, Without the Baggage
• The Best Apps in Travel
• 5 Things That Seasoned Travelers Are Doing (That You're Not)
• Financial Aid for Students 101
• The Three Keys to a Great Password
• 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.