All Articles
Retirement
- 9 Facts About Social Security
- Traditional vs. Roth IRA
- Split Annuity Strategy
- Important Birthdays Over 50
- 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?
- Volunteering in Retirement
- Social Security: Five Facts You Need to Know
- Does Your Portfolio Fit Your Retirement Lifestyle?
- Tax Deductions: Catch Them All!
- You Are Not Alone it Just Feels That Way
- Retirement Road Trip
- The Pre-Retirement Checklist
- Defining Your Priorities
- Retirement Victory Lap
- Learn, Earn and Retire at Any Age
- 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
- 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
- Business Owner’s Guide to the New Normal
- You Can DIY Guaranteed Income with These 3 Tips
- Beyond the Breadwinner: Is Your Household Protected?
Estate
- And the Executor Is
- Put It in a Letter
- Will Power
- Trends in Charitable Giving
- 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
- Revising Estate Strategy Assumptions
- Asset and Account Consolidation for Your Estate
- 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
- Test Your Estate Strategy Knowledge
Investment
- The Business Cycle
- A Look at Diversification
- Best-Performing Asset Classes
- 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
- A Taxing Story: Capital Gains and Losses
- 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?
- Preparing the Future Generation
- What’s Your Investment IQ?
- How Will You Be Remembered?
- 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
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
- How to Appeal Your Property Taxes
- 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
- 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
- Uncommon Knowledge for Your Life
- Your Paycheck and You: A Love Story
- The Twelve Steps to Living Confidently: Goals
- How to Make Smart Debt Decisions
- Organizing Your Finances
- Protection from a Financial Emergency
- Commitment and Money Conversations
- 8 Financial Lessons from the Big (and Little) Screen
- First Things First
- Maximizing Your Daily Life Expenses
- Couples and Money
- Who's On Your Financial Dream Team?
- Your Financial Family Tree
- Is Your Financial House Haunted?
- Millennials and Savings
- Planning for All Families
- The Next Gig Thing
- Financial Hacks for Millennials: Starting a Business
- The 12 Steps to Living Confidently: Smart Debt Decisions
- Financial Fixes: How to Survive Job Loss
- Business Boosters: Holding on to Talent
- Thanks, Mom!
- Take the Stage: Commitment and the Money Conversation
- Not Your Parents’ Finances
- Put Your Child on the Path to a Stronger Financial Future
- You’re Not an ATM: 5 Tips for Teaching Your Kids the Value o
- How Financially Literate Are You?
- 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
- 5 Smart Ways to Mindfully Manage Your Money
- Take the Stage: Planning for All Types of Families
- Financial Hacks for Millennials: Are Credit Cards A Necessary Evil?
- Tips to Create a More Effective and Efficient Virtual Team
- 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
- Creative Ways to Motivate Your Employees
- Keeping Good Records is Good Business
- Mastering Mobile Lingo
- Four Great, Unexpected Places to Raise a Family
- How Helping Charities Helps You
- 5 Original Ways to Show Your Love
- Bulletproofing Your Business
- Smart Wedding Registry Ideas
- What Does That Mean? IDK
- Gift Yourself a Debt-Free Holiday
- 6 Steps to Rewire the Mind-Money Connection
- Infographic: The ABCs of Financial Literacy
- Financial Aid for Students 101
- Business Boosters: Can Your Business Survive Without You?
- 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
- Infographic: LGBTQ Proud
- 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
- 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
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.