All Articles
Retirement
- Important Birthdays Over 50
- Catch-Up Contributions
- 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
- Choosing a Retirement Plan that Fits Your Business
- Is a SEP-IRA Right for Your Business?
- Orchestrating Your Retirement Accounts
- Money that Buys Good Health is Never Ill Spent
- Should You Borrow from Your 401(k)?
- Volunteering in Retirement
- Social Security Benefits: How Much Will I Receive
- Social Security: Maximizing Benefits
- Social Security: The 64,000 Dollar Question
- Social Security: Five Facts You Need to Know
- Social Security: The Elephant in the Room
- Choices for Your 401(k) at a Former Employer
- 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
Estate
- Critical Estate Documents
- Estate Management Checklist
- And the Executor Is
- Will Power
- Succeeding at Business Succession
- What is the Value of Your Business?
- Understanding the Alternate Valuation Date
- Yours, Mine, and Ours: Estate Strategies for Second Marriages
- When Heirs are Imperfect
- Test Your Estate Strategy Knowledge
- Why Everyone Needs an Estate Strategy
Investment
- Estimating the Cost of College
- Required Reading: The Economic Report of the President
- 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
- All Muni Bonds Are Not Created Equal
- A Taxing Story: Capital Gains and Losses
- The ABCs of Zero Coupon Bonds
- 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...
Insurance
- Assess Life Insurance Needs
- A Look at Whole Life Insurance
- Is Term Life Insurance for You?
- Universal Life Insurance
- Variable Universal Life Insurance
- What to Look for in an Extended-Care Policy
- Understanding Extended Care
- Protecting Your Business from the Loss of a Key Person
- Can Group, Private Disability Policies Work Together?
- Preparing for the Expected
- Understanding the Basics of Medigap Policies
- What You Should Do About Insurance Following a Divorce
- When to Self-Insure
- When Does Your Personal Car Become a Commercial Vehicle?
- The ABC’s of Auto Insurance
- Understanding Homeowners Insurance
- 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
- The Most Overlooked Item of Any Home Improvement
- When Life Insurance Becomes Taxable
- Social Media: #NewestBusinessLiabilityRisk
- Keeping Summer Safe: Pool and Spa Safety Tips
- Insuring Your Second Home
- Directors and Officers Liability Insurance
- Does Your Credit Score Affect Your Insurance Rates?
- Errors and Omissions Insurance
- How Insurance Deductibles Work
- Teen Drinking and Your Liability
- Gap Insurance for Leased Cars
- Dog Bites Neighbor. Now What?
Tax
- Understanding Marginal Income Tax Brackets
- How Income Taxes Work
- What Do Your Taxes Pay For?
- 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
- You May Need to Make Estimated Tax Payments If…
- Does Your Child Need to File an Income Tax Return?
- Filing Final Tax Returns for the Deceased
Money
Lifestyle
- Lots of Variables with Fixed-Rate Mortgages
- Fixed or Variable Mortgage, Which Should You Pick?
- To Catch a Thief
- A House Divided
- Do Your Kids Know The Value of a Silver Spoon?
- Putting a Price Tag On Your Health
- Prevent a Rift: Money Tips for Newlyweds
- Personal Finance Tips for Military Families
- Stop Wasting Money
- Please Leave Home Without It
- Changing Unhealthy Behaviors
- Debt Stress
- Avoiding Cognitive Decline
- Building Your Legacy
- Creative Ways to Motivate Your Employees
- Keeping Good Records is Good Business
- Four Great, Unexpected Places to Raise a Family
- Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
- Travel, Without the Baggage
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.