All Articles
Retirement
- 9 Facts About Retirement
- 9 Facts About Social Security
- The Cost of Procrastination
- Important Birthdays Over 50
- Women and Financial Strategies
- Caring for Aging Parents
- What's So Great About a Rollover?
- What Is a Roth 401(k)?
- Systematic Withdrawals in Retirement
- A Bucket Plan to Go with Your Bucket List
- Choosing a Retirement Plan that Fits Your Business
- Money that Buys Good Health is Never Ill Spent
- Should You Borrow from Your 401(k)?
- Social Security: Five Facts You Need to Know
- Choices for Your 401(k) at a Former Employer
- Three Key Questions to Answer Before Taking Social Security
- Does Your Portfolio Fit Your Retirement Lifestyle?
- Social Security: Two Benefit Strategies Eliminated
- The Pre-Retirement Checklist
- 5 Benefits of Working in Retirement
- How Women Can Prepare For Retirement
- Retirement Realities
Estate
- Critical Estate Documents
- Estate Management Checklist
- And the Executor Is
- Put It in a Letter
- A Brief History of Estate Taxes
- 4 Steps to Protecting a Child with Disabilities
- A Living Trust Primer
- Four Reasons Millennials Need an Estate Strategy
- Four Steps to Valuing an Estate
- When Heirs are Imperfect
Investment
- The Business Cycle
- A Look at Diversification
- Rebalancing Your Portfolio
- Best-Performing Asset Classes
- Asset Allocation
- A Decision Not Made Is Still a Decision
- Earnings for All Seasons
- Investing with Your Heart
- Four Really Good Reasons to Invest
- How Financial Professionals Are Compensated
- You Would Rather Be...
Insurance
- Keep Your Umbrella Handy
- Planning for the Expected
- When to Self-Insure
- An Overview of Renter’s Insurance
- Insurance Needs Assessment: When You're Young and Single
- When Life Insurance Becomes Taxable
- Social Media: #NewestBusinessLiabilityRisk
- The Cost of Medical Care
- The A, B, C, & D of Medicare
- Questions to Ask About Medicare
Money
- Buying vs. Leasing a Car
- Your Emergency Fund: How Much Is Enough?
- Budget Check Up: Tax Time Is the Right Time
- Password Protection Strategies
- A Penny Saved is Two Pennies Earned
- The Economic Journey of Your Morning Coffee
- Year-End Charitable Gifting and You
- Mortgages in Retirement
- The Average American Budget
Lifestyle
- Lots of Variables with Fixed-Rate Mortgages
- Healthy Body, Healthy Pocketbook
- Do Your Kids Know The Value of a Silver Spoon?
- Putting a Price Tag On Your Health
- A Cheat Sheet for Sending Your Kid to College
- The Financial Literacy Crisis
- Stop Wasting Money
- Debt Stress
- Avoiding Cognitive Decline
- Raising Healthy Children
- Good Health is Good Business
- Money Draining Food Myths
- 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
- 5 Things That Seasoned Travelers Are Doing (That You're Not)
- 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.