All Articles

Retirement

• 9 Facts About Retirement
• 9 Facts About Social Security
• Healthcare Costs in Retirement
• Traditional vs. Roth IRA
• Split Annuity Strategy
• Where Will Your Retirement Money Come From?
• How Will Working Affect Social Security Benefits?
• Immediate vs. Deferred Annuities
• Women and Financial Strategies
• Caring for Aging Parents
• What's So Great About a Rollover?
• 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
• Money that Buys Good Health is Never Ill Spent
• Should You Borrow from Your 401(k)?
• Social Security Benefits: How Much Will I Receive
• Social Security: Maximizing Benefits
• Social Security: The 64,000 Dollar 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?
• What's New for Social Security?
• 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
• What Is a 1031 Exchange?

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?
• 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

• A Look at Diversification
• Mutual Funds vs. ETFs
• Rebalancing Your Portfolio
• A Primer on Dividends
• Asset Allocation
• Getting a Head Start on College Savings
• A Decision Not Made Is Still a Decision
• 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
• You Would Rather Be...
• 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

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 an Extended-Care Policy
• Understanding Extended 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?
• Preparing 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
• How Insurance Deductibles Work
• 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

Lifestyle

• Do Your Kids Know The Value of a Silver Spoon?
• Countdown to College
• Putting a Price Tag On Your Health
• Prevent a Rift: Money Tips for Newlyweds
• Personal Finance Tips for Military Families
• A Cheat Sheet for Sending Your Kid to College
• The Financial Literacy Crisis
• 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
• Financial Aid for Students 101
• The Three Keys to a Great Password
• Pickleball in Retirement
• 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.