All Articles
Retirement
- Women and Financial Strategies
- Caring for Aging Parents
- What's So Great About a Rollover?
- What Is a Roth 401(k)?
- Catch-Up Contributions
- Retirement Income and the Traditional Portfolio
- Your Changing Definition of Risk in Retirement
- Volunteering in Retirement
- Social Security Benefits: How Much Will I Receive
- 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
- Three Key Questions to Answer Before Taking Social Security
- Does Your Portfolio Fit Your Retirement Lifestyle?
- Women on the Rise
- Starting a Roth IRA for a Teen
- Retirement Seen Through Your Eyes
- Saving Early & Letting Time Work For You
- Navigating Retirement Pitfalls
- Retirement Plan Choices for Small Businesses
- Tax Efficiency in Retirement
- Conquering Retirement Challenges for Women
- Choose Your Own Retirement Adventure
- 3 Tips to Plan Your Exit Strategy
- New Retirement Contribution Limits for 2023
- Four Tips for Getting the Most From Your Life's Work
- Find That Lost Retirement Account
- 6 Tips to Live Your Best (Retired) Life
- SECURE Act 2.0: An Overview
- Paying Tax Later Doesn't Always Mean Paying Less
Estate
- 4 Steps to Protecting a Child with Disabilities
- A Living Trust Primer
- 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
- A Checklist for When a Spouse or Parent Passes
- Are You Prepared for an Estate Tax Sunset?
Insurance
- Disability and Your Finances
- Protecting Your Business from the Loss of a Key Person
- Can Group, Private Disability Policies Work Together?
- Preparing for the Expected
- What You Should Do About Insurance Following a Divorce
- The ABC’s of Auto Insurance
- A Brief Guide To Condo Insurance
- Making Sense Of A Home Warranty
- The Most Overlooked Item of Any Home Improvement
- Inventorying Your Possessions
- Fallen Tree Damage—Who Pays?
- Does Your Credit Score Affect Your Insurance Rates?
- Errors and Omissions Insurance
- Teen Drinking and Your Liability
- Gap Insurance for Leased Cars
- Dog Bites Neighbor. Now What?
- Consider Keeping Your Life Insurance When You Retire
- Why Consider Life Insurance and What Type
- 3 Questions to Consider About Whole Life Insurance
- Success Strategies: Start planning Now
- The Pros and Cons of Banking Your Money
- Valuing Your Work as a Stay-at-Home Parent
- Leveraging Whole Life to Pass on Wealth
- Asset Protection What it is and why it matters
- 3 Ways to Save Without Tax Deferral
- Life Insurance for the Financially Independent
Investment
- Mutual Funds vs. ETFs
- Estimating the Cost of College
- Best-Performing Asset Classes
- How the Federal Reserve Works
- How Stocks Work
- How to Invest in LGBTQ+ Friendly Companies
- How to Conquer the World - 5 Financial Strategies for Savvy Single Women
- Emotional vs. Strategic Decisions
- Why Regular Rebalancing Makes Sense
- Diversification, Patience, and Consistency
- Your Shifting Risk Tolerance
- Risk Perspective
- Key Money Moments: 4 Times You Should Talk to a Pro
- 6 Tips to Manage Market Stress
Tax
Money
Lifestyle
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.