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
• 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
• Certain Uncertainties 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
• 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
• The SECURE Act
• Women on the Rise
• Lesser Known Provisions of the SECURE Act

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

Investment

• The Business Cycle
• A Look at Diversification
• Mutual Funds vs. ETFs
• Value vs. Growth Investing
• 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
• 4 Reasons for the Return of Market Volatility
• How to Invest in LGBTQ+ Friendly Companies
• Pullbacks, Corrections, and Bear Markets
• Investing for Impact

Insurance

• Assess Life Insurance Needs
• Is Term Life Insurance for You?
• What to Look for in a Long-Term Care Policy
• Disability and Your Finances
• Protecting Your Business from the Loss of a Key Person
• Silver Sneakers 101
• Medicare Advantage 101

Tax

• Tax Deductions You Won't Believe
• Red Flags for Tax Auditors
• Six Most Overlooked Tax Deductions
• Tax Rules When Selling Your Home

Money

• The Economic Journey of Your Morning Coffee
• Strategies For Managing Student Loan Debt
• The Five Basics of Financial Literacy
• Year-End Charitable Gifting and You
• Mortgages in Retirement
• The Average American Budget

Lifestyle

• Building Your Legacy
• Financial Aid for Students 101

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.