All Articles
Retirement
- 9 Facts About Retirement
- 9 Facts About Social Security
- Traditional vs. Roth IRA
- Important Birthdays Over 50
- Caring for Aging Parents
- Catch-Up Contributions
- A Bucket Plan to Go with Your Bucket List
- Social Security: Maximizing Benefits
- Social Security: Five Facts You Need to Know
- Social Security: The Elephant in the Room
- Choices for Your 401(k) at a Former Employer
- 5 Benefits of Working in Retirement
- Women on the Rise
- How Retirement Spending Changes With Time
- A Meal for All Generations
- Starting a Roth IRA for a Teen
- Retirement Seen Through Your Eyes
- Tax Efficiency in Retirement
- Buying a Vacation Home? 5 Questions to Consider First
- Choose Your Own Retirement Adventure
- SECURE Act 2.0: An Overview
- Understanding the SECURE Act 2.0
Estate
- Estate Management Checklist
- And the Executor Is
- A Brief History of Estate Taxes
- Choosing a Business Structure
- 4 Steps to Protecting a Child with Disabilities
- A Primer on Irrevocable Life Insurance Trusts
- A Living Trust Primer
- A Checklist for When a Spouse or Parent Passes
- 3 Estate Challenges for Blended Families
- Are You Prepared for an Estate Tax Sunset?
Investment
- A Look at Diversification
- Best-Performing Asset Classes
- A Primer on Dividends
- Asset Allocation
- Required Reading: The Economic Report of the President
- A Decision Not Made Is Still a Decision
- All Muni Bonds Are Not Created Equal
- A Taxing Story: Capital Gains and Losses
- Alternative Investments - Going Mainstream
- Four Really Good Reasons to Invest
- The Sequence of Returns
- Are You Ready for Your Portfolio to Make a Difference?
- Bull & Bear Markets: A Timeline
- The Pros and Cons of a NUA Strategy
Insurance
- Assess Life Insurance Needs
- A Look at Whole Life Insurance
- Can Group, Private Disability Policies Work Together?
- An Overview of Renter’s Insurance
- A Brief Guide To Condo Insurance
- Buying Auto Insurance For Teen Drivers
- A Home Insurance Claim: To File Or Not To File
- Inventorying Your Possessions
- Breaking Down the Parts of Medicare
Tax
- Understanding Marginal Income Tax Brackets
- What Is a 1035 Exchange?
- How to Make the Tax Code Work for You
- Red Flags for Tax Auditors
- How to Appeal Your Property Taxes
- Filing Final Tax Returns for the Deceased
- Counteracting Capital Gains with Tax-Loss Harvesting
- Capital Gains Tax When Selling Your Home
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.