All Articles

Retirement

• Traditional vs. Roth IRA
• Where Will Your Retirement Money Come From?
• How Will Working Affect Social Security Benefits?
• Caring for Aging Parents
• What's So Great About a Rollover?
• Catch-Up Contributions
• Systematic Withdrawals in Retirement
• Retirement Income and the Traditional Portfolio
• Your Changing Definition of Risk in Retirement
• Choosing a Retirement Plan that Fits Your Business
• Is a SEP-IRA Right for Your Business?
• Orchestrating Your Retirement Accounts
• Social Security Benefits: How Much Will I Receive
• Social Security: Maximizing Benefits
• 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
• Three Key Questions to Answer Before Taking Social Security
• 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
• Women on the Rise
• 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
• A Meal for All Generations
• Who Is Your Trusted Contact?
• 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
• Find That Lost Retirement Account
• SECURE Act 2.0: An Overview
• Understanding the SECURE Act 2.0
• FIRE Retirement
• Deciding When to Take Social Security
• Retiring Earlier Than Expected? What To Know
• Net Unrealized Appreciation (NUA) Explained
• Why do Renters Have to Save More?
• AI Tools Changing Retiree Entrepreneurship

Estate

• Critical Estate Documents
• And the Executor Is
• Will Power
• Problems with Probate
• Succeeding at Business Succession
• 4 Steps to Protecting a Child with Disabilities
• A Primer on Irrevocable Life Insurance Trusts
• A Living Trust Primer
• 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

• The Business Cycle
• A Look at Diversification
• Mutual Funds vs. ETFs
• Rebalancing Your Portfolio
• Estimating the Cost of College
• Best-Performing Asset Classes
• How the Federal Reserve Works
• A Primer on Dividends
• Asset Allocation
• How Stocks Work
• Getting a Head Start on College Savings
• Global vs. International: What’s the Difference?
• All Muni Bonds Are Not Created Equal
• A Taxing Story: Capital Gains and Losses
• The Anatomy of an Index
• The Investment Risk No One’s Ever Heard Of
• Alternative Investments - Going Mainstream
• Investment Challenges of the Affluent Investor
• How to Invest in LGBTQ+ Friendly Companies
• Pullbacks, Corrections, and Bear Markets
• Investing for Impact
• How to Conquer the World - 5 Financial Strategies for Savvy Single Women
• Separating the Signal From the Noise
• Emotional vs. Strategic Decisions
• Why Regular Rebalancing Makes Sense
• 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 an NUA Strategy
• Understanding Equity Compensation
• What It Takes to Become an Accredited Investor

Insurance

• Assess Life Insurance Needs
• Is Term Life Insurance for You?
• What to Look for in an Extended-Care Policy
• Disability and Your Finances
• Protecting Your Business from the Loss of a Key Person
• Protection Against Uninsured Drivers
• Teen Drinking and Your Liability
• Gap Insurance for Leased Cars
• Dog Bites Neighbor. Now What?
• Silver Sneakers 101
• Medicare Advantage 101
• The Cost of Medical Care
• The A, B, C, & D of Medicare
• The Basics of Medicare
• Questions to Ask About Medicare
• Medicare At 65+
• Qualifying For Medicare Under Age 65
• Medicare vs. Medicaid
• Breaking Down the Parts of Medicare
• Medicare Advantage Plans (Medicare Part C)
• Prescription Drug Benefits Under Medicare (Part D)
• Ways to Supplement Your Medicare Coverage
• Replacing Your Medicare Card
• Consider Keeping Your Life Insurance When You Retire
• Life Insurance Myths: Debunked

Tax

• Tax Deductions You Won't Believe
• Red Flags for Tax Auditors
• Five Most Overlooked Tax Deductions
• Tax Rules When Selling Your Home
• Tax & Estate Strategies for Married LGBTQ+ Couples
• What's My 2023 Tax Bracket?
• Counteracting Capital Gains with Tax-Loss Harvesting
• Capital Gains Tax When Selling Your Home

Money

• The Economic Journey of Your Morning Coffee
• Strategies for Managing Student Loan Debt
• The History of Currency
• 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
• Financially Savvy at Six Figures

Lifestyle

• Debt Stress
• Building Your Legacy
• Travel, Without the Baggage
• Financial Aid for Students 101
• The Three Keys to a Great Password
• Pickleball in Retirement
• Retiring Wild: National Parks and You
• Data Breach: Your Security To-Do List

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.