All Articles

Retirement

• What Is an Annuity?
• When Should You Take Social Security
• 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
• Thinking of Retiring Abroad?
• 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
• Women on the Rise
• Lesser Known Provisions of the SECURE Act
• How Women Can Prepare For Retirement

Estate

• And the Executor Is
• 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 Professionals Are Compensated
• What’s Your Investment IQ?
• You Would Rather Be...
• 4 Reasons for the Return of Market Volatility
• Pullbacks, Corrections, and Bear Markets

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
• Silver Sneakers 101
• Medicare Advantage 101
• The Cost of Medical Care

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
• What the New Tax Bill Means for You
• Tax Reform: Before and After

Money

• Pay Yourself First
• A Penny Saved is Two Pennies Earned
• Countering Counterfeit Currency
• The Half Million Dollar Baby
• 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

Lifestyle

• The Financial Literacy Crisis
• Stop Wasting Money
• Changing Unhealthy Behaviors
• Debt Stress
• Avoiding Cognitive Decline
• Raising Healthy Children
• Good Health is Good Business
• Money Draining Food Myths
• Building Your Legacy
• Creative Ways to Motivate Your Employees
• Financial Aid for Students 101
• 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.