All Articles
Retirement
- 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
- 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
- Why Medicare Should Be Part of Your Retirement Strategy
- 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
- Business Owner’s Guide to the New Normal
- 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
- 6 Tips to Live Your Best (Retired) Life
Estate
- Succeeding at Business Succession
- Choosing a Business Structure
- 4 Steps to Protecting a Child with Disabilities
- A Living Trust Primer
- 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
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
- 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
- 6 Tips to Manage Market Stress
Tax
Money
- A Penny Saved is Two Pennies Earned
- The 12 Steps to Living Confidently: Smart Debt Decisions
- 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
- The Average American Budget
- Building a Solid Financial Foundation
- 5 Tips for Smarter Decisions in Turbulent Times
- 5 Tips to Prep for a Possible Recession
- 9 Ways to Earn Passive Income
Lifestyle
- Countdown to College
- Prevent a Rift: Money Tips for Newlyweds
- A Cheat Sheet for Sending Your Kid to College
- Stop Wasting Money
- Keeping Good Records is Good Business
- Gift Yourself a Debt-Free Holiday
- 7 Ways to Show Your Appreciation for Mom this May
- Infographic: Family Caregivers – Unseen labor in America
- Infographic: Personal Finances Are Like A Game of Golf
- 4 Tips to Overcome Zoom Fatigue
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.