All Articles
Retirement
- What Is an Annuity?
- Traditional vs. Roth IRA
- Split Annuity Strategy
- Catch-Up Contributions
- Orchestrating Your Retirement Accounts
- Money that Buys Good Health is Never Ill Spent
- Certain Uncertainties in Retirement
- 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
- 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
- Does Your Portfolio Fit Your Retirement Lifestyle?
- What's New for Social Security?
- Retirement Traps to Avoid
- The Pre-Retirement Checklist
- 5 Benefits of Working in Retirement
- The SECURE Act
Estate
- 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
- Why Everyone Needs an Estate Strategy
Investment
- The Business Cycle
- Estimating the Cost of College
- All Muni Bonds Are Not Created Equal
- The ABCs of Zero Coupon Bonds
- 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
- Don’t Be Your Own Worst Enemy
- Investment Challenges of the Affluent Investor
- Four Really Good Reasons to Invest
- How Financial Advisors Are Compensated
- What’s Your Investment IQ?
- You Would Rather Be...
Insurance
- What to Look for in a Long-Term Care Policy
- What You Should Do About Insurance Following a Divorce
- When to Self-Insure
- Understanding Homeowner’s Insurance
- Insuring Your Business Against Cyber Liability
- An Overview of Renter’s Insurance
- 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: Married With Children
- Insurance Needs Assessment: For Empty Nesters and Retirees
- When Life Insurance Becomes Taxable
- Does Your Credit Score Affect Your Insurance Rates?
- Test Your Life Insurance Knowledge
Tax
- Tax Deductions You Won't Believe
- Donating Art: Taxation Abstraction
- Red Flags for Tax Auditors
- How to Appeal Your Property Taxes
- Six Most Overlooked Tax Deductions
- You May Need to Make Estimated Tax Payments If…
- Tax Rules When Selling Your Home
- Filing Final Tax Returns for the Deceased
- Tax Reform: Before and After
Money
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.