All Articles

Retirement

• Caring for Aging Parents
• What's So Great About a Rollover?
• What Is a Roth 401(k)?
• Catch-Up Contributions
• Retirement Income and the Traditional Portfolio
• Your Changing Definition of Risk in Retirement
• Social Security Benefits: How Much Will I Receive
• 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
• Three Key Questions to Answer Before Taking Social Security
• Does Your Portfolio Fit Your Retirement Lifestyle?
• Learn, Earn and Retire at Any Age
• Top Tips for a Retirement Tailgate
• 3 Important Insurance Considerations for Retirees
• Why Medicare Should Be Part of Your Retirement Strategy
• Tax-Advantaged Retirement Strategies
• Infographic: Women Are Financially Savvy
• Starting a Roth IRA for a Teen
• Retirement Seen Through Your Eyes
• Saving Early & Letting Time Work For You
• Navigating Retirement Pitfalls
• Retirement Plan Choices for Small Businesses
• Conquering Retirement Challenges for Women
• Retirement Myths for Women
• Financial Planning in the Year of the Ox
• Business Owner’s Guide to the New Normal
• You Can DIY Guaranteed Income with These 3 Tips
• Beyond the Breadwinner: Is Your Household Protected?
• 4 Things to Consider While You’re Planning When to Retire
• Retirement Considerations in Your 60s
• Don’t Let Bad Financial Habits Haunt Your Retirement
• 10 Scary Facts About Retirement
• Paying Tax Later Doesn't Always Mean Paying Less
• 3 Tips to Plan Your Exit Strategy
• Four Tips for Getting the Most From Your Life's Work

Investment

• Mutual Funds vs. ETFs
• How the Federal Reserve Works
• How Stocks Work
• Financial Hacks for Millennials: Values-Based Investing
• Infographic: The Whole Story of Dividends
• Ways to Turn Spending into Savings
• Keeping Your Business Strong
• Driving Interest on Interest with the Next Generation
• How to Conquer the World - 5 Financial Strategies for Savvy Single Women
• Emotional vs. Strategic Decisions
• Why Regular Rebalancing Makes Sense
• Diversification, Patience, and Consistency
• Your Shifting Risk Tolerance
• Risk Perspective
• 4 Ways Thinking Long-Term Can Improve Your Everyday Life

Tax

• Does Your Child Need to File an Income Tax Return?
• Tax Rules When Selling Your Home
• Filing Final Tax Returns for the Deceased
• Financial Hacks for Millennials: Ways to Use Your Tax Refund

Insurance

• Disability and Your Finances
• Protecting Your Business from the Loss of a Key Person
• Can Group, Private Disability Policies Work Together?
• Preparing for the Expected
• What You Should Do About Insurance Following a Divorce
• The ABC’s of Auto Insurance
• A Brief Guide To Condo Insurance
• Making Sense Of A Home Warranty
• The Most Overlooked Item of Any Home Improvement
• Keeping Summer Safe: Pool and Spa Safety Tips
• Fallen Tree Damage—Who Pays?
• Gun Ownership and Your Homeowners Policy
• Does Your Credit Score Affect Your Insurance Rates?
• Errors and Omissions Insurance
• Teen Drinking and Your Liability
• Gap Insurance for Leased Cars
• Dog Bites Neighbor. Now What?
• Attract Better Employees with Better Benefits
• 4 Ways Whole Life Insurance Can Help with Business Expenses
• Insurance Needs of Small Business Owners
• Infographic: How to Talk to Millennials About Life Insurance
• Infographic: Life Insurance: The Basics
• Why Millennials May Need Life Insurance Now More than Ever
• Term to Perm Life Insurance Conversion Tips
• Top Tips for Talking to Your Adult Children About Insurance
• Insurance Options for Business Succession Planning
• 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
• The Big Little Things: 5 Easy Ways to Protect Your Money
• Overlooked Ways to Add Diversity to Your Portfolio
• The Importance of Beneficiary Designations
• Why Consider Life Insurance and What Type
• 3 Questions to Consider About Whole Life Insurance
• Success Strategies: Start planning Now
• The Pros and Cons of Banking Your Money
• Valuing Your Work as a Stay-at-Home Parent
• Leveraging Whole Life to Pass on Wealth
• Asset Protection What it is and why it matters
• 3 Ways to Save Without Tax Deferral
• Life Insurance for the Financially Independent

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.