All Articles
Retirement
- 9 Facts About Social Security
- Important Birthdays Over 50
- Caring for Aging Parents
- What's So Great About a Rollover?
- Catch-Up Contributions
- Retirement Income and the Traditional Portfolio
- Your Changing Definition of Risk in Retirement
- A Bucket Plan to Go with Your Bucket List
- Thinking of Retiring Abroad?
- Social Security Benefits: How Much Will I Receive
- Social Security: Five Facts You Need to Know
- 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
- 401(k) Plans Are Not Just for Big Businesses
- 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
- 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
- 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
Estate
- And the Executor Is
- Put It in a Letter
- Succeeding at Business Succession
- Choosing a Business Structure
- 4 Steps to Protecting a Child with Disabilities
- A Living Trust Primer
- Tips for Finding Care for Your Disabled Child
- Yours, Mine, and Ours: Estate Strategies for Second Marriages
- Four Reasons Millennials Need an Estate Strategy
- Four Steps to Valuing an Estate
- When Heirs are Imperfect
- A Checklist for When a Spouse or Parent Passes
- Quickstart Guide to Estate Planning Terms
Investment
- The Business Cycle
- A Look at Diversification
- Mutual Funds vs. ETFs
- How the Federal Reserve Works
- A Primer on Dividends
- Asset Allocation
- How Stocks Work
- Global vs. International: What’s The Difference?
- The Great Debate Continues: Active vs. Passive
- Financial Hacks for Millennials: Values-Based Investing
- 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
- 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
- Risk Perspective
- 4 Ways Thinking Long-Term Can Improve Your Everyday Life
Insurance
- Assess Life Insurance Needs
- Is Term Life Insurance for You?
- 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
- Buying Auto Insurance For Teen Drivers
- 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 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
- The Big Little Things: 5 Easy Ways to Protect Your Money
- Overlooked Ways to Add Diversity to Your Portfolio
- The Importance of Beneficiary Designations
Tax
- 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
- Webinar: Navigating the tax landscape and what it means for your retirement
- Financial Hacks for Millennials: Ways to Use Your Tax Refund
Money
- Spotting Credit Trouble
- U.S. Personal Savings Rate
- Life and Death of a Twenty Dollar Bill
- Buying vs. Leasing a Car
- Your Emergency Fund: How Much Is Enough?
- Budget Check Up: Tax Time Is the Right Time
- What to Look for in Personal Finance Apps
- A Penny Saved is Two Pennies Earned
- The 12 Steps to Living Confidently: Smart Debt Decisions
- You’re Not an ATM: 5 Tips for Teaching Your Kids the Value o
- Toddlers to Teens: The Lesson of Money
- Money Matters: Why it Pays to be Financially Responsible
- Starting Out: Reconciling Debt and Opportunity for Young Adults
- Financial Hacks for Millennials: From Side Hustle to Savings
- Navigating the Ups and Downs of Business Cash Flow
- 4 Easy Ways to Turn the Next Generation into Savvy Savers
- Money Doesn’t Grow on Trees: Teaching Your Tweens the Value of Green
- 5 Smart Ways to Mindfully Manage Your Money
- Financial Hacks for Millennials: Are Credit Cards A Necessary Evil?
- Tips to Create a More Effective and Efficient Virtual Team
- Building a Solid Financial Foundation
- Financial Hacks for Millennials: Slay Your Student Debt
- How to Balance Finances as a Sandwich Generation Member
- 5 Key Financial Steps for Women Business Owners of Color
- The 12 Steps to Living Confidently: How to Cut Your Expenses
- Financial Hacks for Millennials: The Great Wealth Transfer
- Financial Hacks for Millennials: It is Prime Time to Save
- Hindsight 2020: 6 Ways We Learned to Save
- How to Spend Again After Saving
- Are You and Your Partner Trapped by the Money Taboo?
- Go Back to School with As Little Debt As Possible
Lifestyle
- Lots of Variables with Fixed-Rate Mortgages
- To Catch a Thief
- A House Divided
- Do Your Kids Know The Value of a Silver Spoon?
- Countdown to College
- Crowdfunding—Capital for the 21st Century
- Prevent a Rift: Money Tips for Newlyweds
- A Cheat Sheet for Sending Your Kid to College
- The Financial Literacy Crisis
- Keeping Good Records is Good Business
- Mastering Mobile Lingo
- Gift Yourself a Debt-Free Holiday
- 6 Steps to Rewire the Mind-Money Connection
- The Three Keys to a Great Password
- Infographic: Top Tip for Tipping
- Aware of Employment Rights for Workers with Disabilities?
- Financial Confidence: The Gift that Keeps on Giving
- 6 Tips From Tech Start-ups for Your Non-tech Business
- Mentorship for Entrepreneurs: An Invaluable Resource
- 3 Ways Charitable Giving Can Benefit Your Business
- What Generation Z Employees Really Want
- Pickleball in Retirement
- 5 Tips for Self-Care in Tough Times
- 7 Ways to Show Your Appreciation for Mom this May
- Not Just Equal Pay, Equal Job Security
- Millennial Money Myths: Buying a Car is Better Than Leasing
- Infographic: Family Caregivers – Unseen labor in America
- Your Financial Path Forward in the Midst of Mental Illness
- Grief and Finances: Communication to Financial Preparedness
- Mental Health for the Next Gen: 4 Tips to Support Teens
- Give to Charity Without Reducing Your Legacy
- The 12 Steps to Living Confidently: Define Your Life Goals
- Financial Hacks for Millennials: Going Back to School
- How to Support Local Businesses During a Pandemic
- How to Adopt “Blind Hiring” in Your Recruitment Process
- Four ways to boost company culture while working remotely
- Hindsight 2020: The New Gig Thing
- The Business Owner’s Quick Start Guide to College Funding
- 5 Reasons Why Financial Spring Cleaning Should Always Be In Season
- The 12 Steps to Living Confidently: How to Set Up a Budget
- Hindsight 2020: Use These Tips to Recover From Job Loss
- Pay it Forward: Financial Wellness for Employees
- 5 Ways for Caretakers to Make Your Well-Being a Priority
- 5 Ways to Control Your Vacation Budget
- Financial Fixes: From Health Scare to Financial Care
- Infographic: Personal Finances Are Like A Game of Golf
- Work/Life Fluidity: Less Stress, Higher Productivity
- It’s Time to Have a Talk with Your Parents
- Hindsight 2020: Should You Join The Great Resignation?
- Financial Hacks for Millennials: Don’t Get Burnt With FIRE
- How to Make Charitable Giving a Lifelong Pursuit
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.