All Articles
Investment
- The Business Cycle
- A Look at Diversification
- Estimating the Cost of College
- 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 Professionals Are Compensated
- What’s Your Investment IQ?
- 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
- Emotional vs. Strategic Decisions
- Why Regular Rebalancing Makes Sense
- Diversification, Patience, and Consistency
- The Sequence of Returns
- Risk Perspective
- Are You Ready for Your Portfolio to Make a Difference?
Retirement
- 9 Facts About Retirement
- 9 Facts About Social Security
- The Cost of Procrastination
- Healthcare Costs in Retirement
- When Should You Take Social Security
- Traditional vs. Roth IRA
- Women and Financial Strategies
- Caring for Aging Parents
- What's So Great About a Rollover?
- 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
- 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
- Navigating Retirement Pitfalls
- Retirement Plan Choices for Small Businesses
- Tax Efficiency in Retirement
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
- A Checklist for When a Spouse or Parent Passes
- Managing an Inheritance
Tax
- 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
- Five 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
- Tax & Estate Strategies for Married LGBTQ+ Couples
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.