All Articles
Retirement
- 9 Facts About Social Security
- When Should You Take Social Security
- Caring for Aging Parents
- Social Security: Maximizing Benefits
- Social Security: Five Facts You Need to Know
- Three Key Questions to Answer Before Taking Social Security
- What's New for Social Security?
- Retirement Traps to Avoid
- The Pre-Retirement Checklist
- 5 Benefits of Working in Retirement
- 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
- Helpful Retirement Strategies for Women
- 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 2023
- What Is a 1031 Exchange?
- Find That Lost Retirement Account
- SECURE Act 2.0: An Overview
- Understanding the SECURE Act 2.0
Estate
- Will Power
- Problems with Probate
- Understanding the Alternate Valuation Date
- 4 Steps to Protecting a Child with Disabilities
- Four Reasons Millennials Need an Estate Strategy
- 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?
Investment
- How the Federal Reserve Works
- The Investment Risk No One’s Ever Heard Of
- How to Invest in LGBTQ+ Friendly Companies
- 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 a NUA Strategy
Insurance
- A Look at Whole Life Insurance
- Universal Life Insurance
- Variable Universal Life Insurance
- Understanding Extended Care
- Keep Your Umbrella Handy
- Term vs. Permanent Life Insurance
- Understanding Homeowners Insurance
- Dog Bites Neighbor. Now What?
- 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
Tax
Money
- Budgeting After a Divorce
- The History of Currency
- How Big is Money?
- The Five Basics of Financial Literacy
- How to Read Your Credit Report
- 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 Can You Buy With 529 Distributions?
- What To Do When Your Income Reaches 7 Figures
- Understanding FDIC Insurance
Lifestyle
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.