All Articles

Retirement

• 9 Facts About Retirement
• Healthcare Costs in Retirement
• Traditional vs. Roth IRA
• What Is a Stretch IRA?
• Split Annuity Strategy
• How Will Working Affect Social Security Benefits?
• Immediate vs. Deferred Annuities
• Women and Financial Strategies
• Caring for Aging Parents
• What Is a Roth 401(k)?
• 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
• Money that Buys Good Health is Never Ill Spent
• Certain Uncertainties in Retirement
• Should You Borrow from Your 401(k)?
• 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
• Choices for Your 401(k) at a Former Employer
• IRA Withdrawals that Escape the 10% Tax Penalty
• Is a Variable Annuity Right for Me?
• Eight Mistakes That Can Upend Your Retirement
• Does Your Portfolio Fit Your Retirement Lifestyle?
• The History of Retirement
• Retirement Traps to Avoid
• The Pre-Retirement Checklist
• 5 Benefits of Working in Retirement

Estate

• Estate Management Checklist
• And the Executor Is
• Will Power
• Trends in Charitable Giving
• Succeeding at Business Succession
• What is the Value of Your Business?
• Financial Strategies in a Post-DOMA World
• Planning for Special Needs Children
• A Primer on Irrevocable Life Insurance Trusts
• A Living Trust Primer

Investment

• A Look at Diversification
• Mutual Funds vs. ETFs
• Rebalancing Your Portfolio
• Estimating the Cost of College
• A Primer on Dividends
• Asset Allocation
• Getting a Head Start on College Savings
• All Muni Bonds Are Not Created Equal
• Earnings for All Seasons
• Investing with Your Heart
• 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 to Invest in LGBTQ+ Friendly Companies

Insurance

• Assess Life Insurance Needs
• A Look at Whole Life Insurance
• Is Term Life Insurance for You?
• Universal Life Insurance
• Variable Universal Life Insurance
• What to Look for in a Long-Term Care Policy
• Understanding Long-Term Care
• Disability and Your Finances
• Term vs. Permanent Life Insurance
• Insuring Your Business With a Buy/Sell Agreement
• Protecting Your Business from the Loss of a Key Person
• Can Group, Private Disability Policies Work Together?
• Planning for the Expected
• Understanding the Basics of Medigap Policies
• What You Should Do About Insurance Following a Divorce
• The Value of Insuring Against Life’s Risks
• Insurance Needs Assessment: When You're Newly Married
• Insurance Needs Assessment: When You're Young and Single
• Insurance Needs Assessment: Married With Children
• Insurance Needs Assessment: For Empty Nesters and Retirees
• The Anatomy of a Supplemental Health Plan
• How Insurance Deductibles Work

Lifestyle

• Healthy Body, Healthy Pocketbook
• Countdown to College
• Putting a Price Tag On Your Health
• Prevent a Rift: Money Tips for Newlyweds
• Personal Finance Tips for Military Families
• Stop Wasting Money
• Changing Unhealthy Behaviors
• Debt Stress
• Avoiding Cognitive Decline
• Raising Healthy Children
• Good Health is Good Business
• Building Your Legacy
• Creative Ways to Motivate Your Employees
• Keeping Good Records is Good Business

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.