All Articles

Retirement

• What Is an Annuity?
• 9 Facts About Retirement
• The Cost of Procrastination
• Healthcare Costs in Retirement
• Traditional vs. Roth IRA
• Where Will Your Retirement Money Come From?
• Immediate vs. Deferred Annuities
• Women and Financial Strategies
• What Is a Roth 401(k)?
• 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
• Inflation - Back to the Future
• Certain Uncertainties in Retirement
• Thinking of Retiring Abroad?
• Should You Borrow from Your 401(k)?
• Volunteering in Retirement
• Social Security Benefits: How Much Will I Receive
• Social Security: Maximizing Benefits
• 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
• 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?
• Social Security: Two Benefit Strategies Eliminated
• Retirement Traps to Avoid
• The Pre-Retirement Checklist
• The SECURE Act
• Lesser Known Provisions of the SECURE Act
• Retirement Realities
• Why Medicare Should Be Part of Your Retirement Strategy
• How Retirement Spending Changes With Time

Estate

• Critical Estate Documents
• Put It in a Letter
• Will Power
• Problems with Probate
• Understanding the Alternate Valuation Date
• 4 Steps to Protecting a Child with Disabilities
• A Primer on Irrevocable Life Insurance Trusts
• A Living Trust Primer
• Yours, Mine, and Ours: Estate Strategies for Second Marriages
• Four Reasons Millennials Need an Estate Strategy
• Why Everyone Needs an Estate Strategy

Investment

• A Look at Diversification
• Inflation & Your Money
• Mutual Funds vs. ETFs
• Value vs. Growth Investing
• Rebalancing Your Portfolio
• Estimating the Cost of College
• TIPS for Inflation
• Types of Stock Market Analysis
• How the Federal Reserve Works
• Asset Allocation
• How Stocks Work
• Getting a Head Start on College Savings
• Global vs. International: What’s The Difference?
• The Great Debate Continues: Active vs. Passive
• All Muni Bonds Are Not Created Equal
• The Ivory Tower Changes Wall Street
• Earnings for All Seasons
• Investing with Your Heart
• 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...
• 4 Reasons for the Return of Market Volatility
• Pullbacks, Corrections, and Bear Markets
• Investing for Impact

Insurance

• Planning for the Expected
• When to Self-Insure
• 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

Tax

• Get Paid for Going Green
• Five Most Overlooked Tax Deductions
• Does Your Child Need to File an Income Tax Return?
• What the New Tax Bill Means for You

Money

• Spotting Credit Trouble
• U.S. Personal Savings Rate
• Pay Yourself First
• Your Emergency Fund: How Much Is Enough?
• The Economic Journey of Your Morning Coffee
• The Half Million Dollar Baby
• How Big is Money?
• The Five Basics of Financial Literacy
• Year-End Charitable Gifting and You
• The Average American Budget

Lifestyle

• To Catch a Thief
• A House Divided
• Healthy Body, Healthy Pocketbook
• Do Your Kids Know The Value of a Silver Spoon?
• Countdown to College
• A Cheat Sheet for Sending Your Kid to College
• The Financial Literacy Crisis
• Stop Wasting Money
• Changing Unhealthy Behaviors
• Debt Stress
• Raising Healthy Children
• Good Health is Good Business
• Money Draining Food Myths
• Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
• Travel, Without the Baggage
• Retiring Wild: National Parks and You

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.