All Articles
Retirement
- 9 Facts About Retirement
- Healthcare Costs in Retirement
- When Should You Take Social Security
- Where Will Your Retirement Money Come From?
- How Will Working Affect Social Security Benefits?
- Women and Financial Strategies
- Caring for Aging Parents
- What Is a Roth 401(k)?
- Choosing a Retirement Plan that Fits Your Business
- Orchestrating Your Retirement Accounts
- Should You Borrow from Your 401(k)?
- Volunteering in Retirement
- Social Security: Maximizing Benefits
- Social Security: Five Facts You Need to Know
- Choices for Your 401(k) at a Former Employer
- IRA Withdrawals that Escape the 10% Tax Penalty
- Eight Mistakes That Can Upend Your Retirement
- Does Your Portfolio Fit Your Retirement Lifestyle?
- Retirement Traps to Avoid
- The Pre-Retirement Checklist
- 5 Benefits of Working in Retirement
- How Women Can Prepare For Retirement
- Retirement Realities
- Why Medicare Should Be Part of Your Retirement Strategy
- How Retirement Spending Changes With Time
- Helpful Retirement Strategies for Women
- Starting a Roth IRA for a Teen
- Retirement Seen Through Your Eyes
- Saving Early & Letting Time Work For You
- Retirement Is a Beginning
- Retirement Questions That Have Nothing to Do With Money
- Navigating Retirement Pitfalls
- Retirement Plan Choices for Small Businesses
- Tax Efficiency in Retirement
- Conquering Retirement Challenges for Women
- Buying a Vacation Home? 5 Questions to Consider First
- Choose Your Own Retirement Adventure
- Six Surprising Facts About Retirement Confidence
- New Retirement Contribution Limits for 2023
- What Is a 1031 Exchange?
- Find That Lost Retirement Account
- SECURE Act 2.0: An Overview
- Understanding the SECURE Act 2.0
Estate
- Critical Estate Documents
- Estate Management Checklist
- 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
- 4 Steps to Protecting a Child with Disabilities
- A Primer on Irrevocable Life Insurance Trusts
- A Living Trust Primer
- 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
- Why Everyone Needs an Estate Strategy
- Managing the Risk of Outliving Your Money
- A Checklist for When a Spouse or Parent Passes
- Managing an Inheritance
- 3 Estate Challenges for Blended Families
- Are You Prepared for an Estate Tax Sunset?
Investment
- Inflation & Your Money
- Mutual Funds vs. ETFs
- Estimating the Cost of College
- Types of Stock Market Analysis
- How Stocks Work
- Getting a Head Start on College Savings
- The Great Debate Continues: Active vs. Passive
- A Taxing Story: Capital Gains and Losses
- Four Really Good Reasons to Invest
- Separating the Signal From the Noise
- Diversification, Patience, and Consistency
- The Sequence of Returns
- Your Shifting Risk Tolerance
- Risk Perspective
- Do Our Biases Affect Our Financial Choices?
- Are You Ready for Your Portfolio to Make a Difference?
- Inflation and the Real Rate of Return
- Bull & Bear Markets: A Timeline
- Key Money Moments: 4 Times You Should Talk to a Pro
- The Pros and Cons of a NUA Strategy
Insurance
- A Look at Whole Life Insurance
- Term vs. Permanent Life Insurance
- Preparing for the Expected
- The ABC’s of Auto Insurance
- Buying Auto Insurance For Teen Drivers
- A Home Insurance Claim: To File Or Not To File
- Insurance Needs Assessment: Married With Children
- Protection Against Uninsured Drivers
- Inventorying Your Possessions
- Gun Ownership and Your Homeowners Policy
- Does Your Credit Score Affect Your Insurance Rates?
- How Insurance Deductibles Work
- Gap Insurance for Leased Cars
- Questions to Ask About Medicare
- Medicare vs. Medicaid
- Consider Keeping Your Life Insurance When You Retire
- Life Insurance Myths: Debunked
Lifestyle
- Fixed or Variable Mortgage, Which Should You Pick?
- Do Your Kids Know The Value of a Silver Spoon?
- Countdown to College
- Prevent a Rift: Money Tips for Newlyweds
- A Cheat Sheet for Sending Your Kid to College
- Changing Unhealthy Behaviors
- Raising Healthy Children
- Building Your Legacy
- Keeping Good Records is Good Business
- Financial Aid for Students 101
- Pickleball in Retirement
Tax
- Understanding Marginal Income Tax Brackets
- How Income Taxes Work
- What Do Your Taxes Pay For?
- 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
- Red Flags for Tax Auditors
- How to Appeal Your Property Taxes
- Five Most Overlooked Tax Deductions
- 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
- Filing Final Tax Returns for the Deceased
- Tax & Estate Strategies for Married LGBTQ+ Couples
- What's My 2023 Tax Bracket?
- Counteracting Capital Gains with Tax-Loss Harvesting
Money
- Spotting Credit Trouble
- U.S. Personal Savings Rate
- Life and Death of a Twenty Dollar Bill
- Pay Yourself First
- 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
- The Lowdown on Those Free Credit Scores
- Strategies For Managing Student Loan Debt
- Budgeting After a Divorce
- 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
- The Average American Budget
- Building a Solid Financial Foundation
- Managing Money as a Couple
- Making a Charitable Contribution
- Exploring the Federal Student Grant Program
- Personal Finance Calendar
- What Can You Buy With 529 Distributions?
- What To Do When Your Income Reaches 7 Figures
- Understanding FDIC Insurance
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.