All Articles

Investment

• The Business Cycle
• A Look at Diversification
• Asset Allocation
• How Stocks Work
• A Decision Not Made Is Still a Decision
• Global vs. International: What’s The Difference?
• A Taxing Story: Capital Gains and Losses
• The Investment Risk No One’s Ever Heard Of
• Don’t Be Your Own Worst Enemy
• Investment Challenges of the Affluent Investor
• Four Really Good Reasons to Invest
• How Financial Advisors Are Compensated
• What’s Your Investment IQ?

Retirement

• 9 Facts About Retirement
• 9 Facts About Social Security
• The Cost of Procrastination
• Healthcare Costs in Retirement
• Traditional vs. Roth IRA
• What Is a Stretch IRA?
• Women and Financial Strategies
• Caring for Aging Parents
• Your Changing Definition of Risk in Retirement
• Is a SEP-IRA Right for Your Business?
• Orchestrating Your Retirement Accounts
• Certain Uncertainties in Retirement
• Volunteering in Retirement
• Social Security Benefits: How Much Will I Receive
• Choices for Your 401(k) at a Former Employer
• Three Key Questions to Answer Before Taking Social Security
• Eight Mistakes That Can Upend Your Retirement
• Retirement Traps to Avoid

Estate

• Critical Estate Documents
• Estate Management Checklist
• And the Executor Is
• Will Power
• Problems with Probate
• A Living Trust Primer
• Revising Estate Strategy Assumptions
• Four Reasons Millennials Need an Estate Strategy
• Four Steps to Valuing an Estate
• When Heirs are Imperfect
• Test Your Estate Strategy Knowledge

Tax

• Understanding Marginal Income Tax Brackets
• What Do Your Taxes Pay For?
• What If You Get Audited?
• How to Make the Tax Code Work for You
• Red Flags for Tax Auditors
• How to Appeal Your Property Taxes
• Six 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
• What the New Tax Bill Means for You
• Tax Reform: Before and After

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.