All Articles
Retirement
- 9 Facts About Social Security
- When Should You Take Social Security
- Traditional vs. Roth IRA
- Women and Financial Strategies
- What's So Great About a Rollover?
- Your Changing Definition of Risk in Retirement
- Orchestrating Your Retirement Accounts
- Should You Borrow from Your 401(k)?
- Social Security Benefits: How Much Will I Receive
- Social Security: Maximizing Benefits
- What's New for Social Security?
- 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
- 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 2024
- Find That Lost Retirement Account
- SECURE Act 2.0: An Overview
- Understanding the SECURE Act 2.0
- FIRE Retirement
- Deciding When to Take Social Security
- Retiring Earlier Than Expected? What To Know
- Net Unrealized Appreciation (NUA) Explained
- Why do Renters Have to Save More?
- AI Tools Changing Retiree Entrepreneurship
- Financial Strategies for Women
Estate
- Critical Estate Documents
- And the Executor Is
- A Brief History of Estate Taxes
- Four Steps to Valuing an Estate
- Test Your Estate Strategy Knowledge
- Why Everyone Needs an Estate Strategy
- 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?
- Estate Strategies of the Rich and Famous
- Intellectual Property and Your Estate
Investment
- Mutual Funds vs. ETFs
- What’s Your Investment IQ?
- 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
- The Pros and Cons of an NUA Strategy
- Understanding Equity Compensation
- What It Takes to Become an Accredited Investor
Insurance
- What to Look for in an Extended-Care Policy
- Insurance Needs Assessment: Married With Children
- Insurance Needs Assessment: For Empty Nesters and Retirees
- When Life Insurance Becomes Taxable
- Does Your Credit Score Affect Your Insurance Rates?
- 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
- Reviewing Your Life Insurance Needs
Tax
- Understanding Marginal Income Tax Brackets
- How Income Taxes Work
- What Do Your Taxes Pay For?
- What If You Get Audited?
- What Is a 1035 Exchange?
- Do You Owe The AMT?
- How to Make the Tax Code Work for You
- Tax Deductions You Won't Believe
- Red Flags for Tax Auditors
- How to Appeal Your Property Taxes
- Five Most Overlooked Tax Deductions
- You May Need to Make Estimated Tax Payments If…
- Does Your Child Need to File an Income Tax Return?
- Tax Rules When Selling Your Home
- Filing Final Tax Returns for the Deceased
- Tax & Estate Strategies for Married LGBTQ+ Couples
- What's My 2023 Tax Bracket?
- Counteracting Capital Gains with Tax-Loss Harvesting
- Capital Gains Tax When Selling Your Home
- What’s My 2024 Tax Bracket?
Money
- U.S. Personal Savings Rate
- Buying vs. Leasing a Car
- Your Emergency Fund: How Much Is Enough?
- The Half Million Dollar Baby
- The History of Currency
- How Big is Money?
- Data Thieves from Outer Space
- Year-End Charitable Gifting and You
- Mortgages in Retirement
- The Average American Budget
- Building a Solid Financial Foundation
- Managing Money as a Couple
- Making a Charitable Contribution
- Exploring the Federal Student Grant Program
- Personal Finance Calendar
- What To Do When Your Income Reaches 7 Figures
- Understanding FDIC Insurance
- Financially Savvy at Six Figures
- Should I Accept a Free Credit Lock?
- Making a Charitable Gift
- What If Your Kids Decide Against College?
Lifestyle
- Fixed or Variable Mortgage, Which Should You Pick?
- To Catch a Thief
- A House Divided
- 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
- Please Leave Home Without It
- Changing Unhealthy Behaviors
- 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
- Mastering Mobile Lingo
- Financial Aid for Students 101
- The Three Keys to a Great Password
- Pickleball in Retirement
- Retiring Wild: National Parks and You
- Data Breach: Your Security To-Do List
- Test
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.