All Articles

Retirement

• 9 Facts About Social Security
• Traditional vs. Roth IRA
• What Is a Stretch IRA?
• Split Annuity Strategy
• Important Birthdays Over 50
• Immediate vs. Deferred Annuities
• Caring for Aging Parents
• What's So Great About a Rollover?
• Systematic Withdrawals in Retirement
• Retirement Income and the Traditional Portfolio
• Your Changing Definition of Risk in Retirement
• A Bucket Plan to Go with Your Bucket List
• Inflation - Back to the Future
• Money that Buys Good Health is Never Ill Spent
• Certain Uncertainties in Retirement
• Thinking of Retiring Abroad?
• Should You Borrow from Your 401(k)?
• Volunteering in Retirement
• Social Security: Five Facts You Need to Know
• Does Your Portfolio Fit Your Retirement Lifestyle?
• Social Security: Two Benefit Strategies Eliminated
• How to Cut Your Expenses
• Tax Deductions: Catch Them All!
• How Women Make it Happen
• You Are Not Alone it Just Feels That Way
• Retirement Road Trip
• The Pre-Retirement Checklist
• 5 Benefits of Working in Retirement
• Defining Your Priorities
• Retirement Victory Lap
• Learn, Earn and Retire at Any Age
• How Do You View Your Future?
• Infographic: Whole Life Insurance Can Be an Essential Piece
• Don’t Get Trapped by These Retirement Myths
• Retirement Planning With Your Special Needs Child in Mind
• Essential Steps to Avoid and Recover From Identity Theft
• The 12 Steps to Living Confidently: Retire With Confidence
• Is it Too Late to Plan for Retirement?
• 6 Strategies to Help You Prepare for Living on Retirement
• Retirement Savings Essentials in your 30s
• How to Jump-Start Your Financial Strategy for Retirement
• 401(k) Plans Are Not Just for Big Businesses
• The SECURE Act
• Top Tips for a Retirement Tailgate
• Women on the Rise
• 3 Important Insurance Considerations for Retirees
• Retirement Realities
• Why Medicare Should Be Part of Your Retirement Strategy

Investment

• The Business Cycle
• A Look at Diversification
• TIPS for Inflation
• Types of Stock Market Analysis
• Best-Performing Asset Classes
• A Primer on Dividends
• Asset Allocation
• How Stocks Work
• Global vs. International: What’s The Difference?
• The Great Debate Continues: Active vs. Passive
• The New Red Scare: Chinese Ownership of U.S. Debt
• The Utility of Sector Investing
• Alternative Investments - Going Mainstream
• Don’t Be Your Own Worst Enemy
• Four Really Good Reasons to Invest
• Looking to Improve Your Financial Future?
• College Funding Ideas
• Preparing the Future Generation
• What’s Your Investment IQ?
• How Will You Be Remembered?
• 4 Reasons for the Return of Market Volatility
• How to Invest in LGBTQ+ Friendly Companies
• Financial Hacks for Millennials: Values-Based Investing
• Financial Fixes: Beware of Market Bubbles
• The 12 Steps to Living Confidently: The Small Business Dream
• Infographic: The Whole Story of Dividends
• How to Spend Smart to Improve Cash Flow
• Ways to Turn Spending into Savings
• Keeping Your Business Strong
• Driving Interest on Interest with the Next Generation

Tax

• How Income Taxes Work
• What If You Get Audited?
• What Is a 1035 Exchange?
• Tax Deductions You Won't Believe
• Donating Art: Taxation Abstraction
• Red Flags for Tax Auditors
• “Dirty Dozen” Tax Scams to Watch For
• How to Appeal Your Property Taxes
• You May Need to Make Estimated Tax Payments If…
• Tax Rules When Selling Your Home
• What the New Tax Bill Means for You
• Infographic: 2019 Taxes by the Numbers
• Webinar: Navigating the tax landscape and what it means for your retirement

Insurance

• Assess Life Insurance Needs
• Is Term Life Insurance for You?
• Keep Your Umbrella Handy
• Disability and Your Finances
• 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
• When to Self-Insure
• When Does Your Personal Car Become a Commercial Vehicle?
• The ABC’s of Auto Insurance
• Understanding Homeowner’s Insurance
• An Overview of Renter’s Insurance
• Protecting Your Home Against Flood Loss
• Buying Auto Insurance For Teen Drivers
• Insurance Needs Assessment: When You're Newly Married
• Insurance Needs Assessment: When You're Young and Single
• Insurance Needs Assessment: For Empty Nesters and Retirees
• Protection Against Uninsured Drivers
• The Most Overlooked Item of Any Home Improvement
• When Life Insurance Becomes Taxable
• Fallen Tree Damage—Who Pays?
• Build a Stronger Financial Future
• Gifting of A Stronger Financial Future
• Gun Ownership and Your Homeowners Policy
• Does Your Credit Score Affect Your Insurance Rates?
• Errors and Omissions Insurance
• How Insurance Deductibles Work
• Test Your Life Insurance Knowledge
• Teen Drinking and Your Liability
• Gap Insurance for Leased Cars
• Dog Bites Neighbor. Now What?
• Layers of Protection
• Do You Know the Whole Life Story?
• The Big Little Things: 5 Easy Ways to Protect Your Money
• Financial Fixes: From Health Scare to Financial Care
• The 12 Steps to Living Confidently: How to Protect Yourself
• Whole Life Insurance Can Be an Asset For Balance
• 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
• Whole Life Insurance Can Be an Asset For Balance
• 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

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.