All Articles
Retirement
- Caring for Aging Parents
- Social Security Benefits: How Much Will I Receive
- Choices for Your 401(k) at a Former Employer
- IRA Withdrawals that Escape the 10% Tax Penalty
- 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
- Don’t Let Bad Financial Habits Haunt Your Retirement
- 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
- Quickstart Guide to Estate Planning Terms
Investment
- Mutual Funds vs. ETFs
- Infographic: The Whole Story of Dividends
- Emotional vs. Strategic Decisions
- Why Regular Rebalancing Makes Sense
- Diversification, Patience, and Consistency
- Your Shifting Risk Tolerance
- Risk Perspective
- 4 Ways Thinking Long-Term Can Improve Your Everyday Life
- 6 Tips to Manage Market Stress
Insurance
- Disability and Your Finances
- Protecting Your Business from the Loss of a Key Person
- Can Group, Private Disability Policies Work Together?
- Preparing for the Expected
- What You Should Do About Insurance Following a Divorce
- The Most Overlooked Item of Any Home Improvement
- Keeping Summer Safe: Pool and Spa Safety Tips
- Does Your Credit Score Affect Your Insurance Rates?
- Dog Bites Neighbor. Now What?
- Consider Keeping Your Life Insurance When You Retire
- The Big Little Things: 5 Easy Ways to Protect Your Money
- The Importance of Beneficiary Designations
- Why Consider Life Insurance and What Type
- 3 Questions to Consider About Whole Life Insurance
- Success Strategies: Start planning Now
- The Pros and Cons of Banking Your Money
- Valuing Your Work as a Stay-at-Home Parent
- Leveraging Whole Life to Pass on Wealth
- Asset Protection What it is and why it matters
- 3 Ways to Save Without Tax Deferral
- Life Insurance for the Financially Independent
Money
- A Penny Saved is Two Pennies Earned
- Toddlers to Teens: The Lesson of Money
- The Average American Budget
- Building a Solid Financial Foundation
- How to Balance Finances as a Sandwich Generation Member
- 5 Key Financial Steps for Women Business Owners of Color
- Financial Hacks for Millennials: The Great Wealth Transfer
- 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
- 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
- The 12 Steps to Living Confidently: How to Set Up a Budget
- Financial Fixes: From Health Scare to Financial Care
- Infographic: Personal Finances Are Like A Game of Golf
- It’s Time to Have a Talk with Your Parents
- How to Make Charitable Giving a Lifelong Pursuit
- 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.