Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Learn about the difference between bulls and bears—markets, that is!
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
This video discusses issues related to your retirement accounts when you move on from your job.
This short video illustrates the importance of understanding sequence of returns risk.
An amusing and whimsical look at behavioral finance best practices for investors.
Learn about the importance of having an estate strategy in this helpful and informative video.
Bucket lists don’t have to be for tomorrow.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
When should you take your Social Security benefit?
This short video helps explain why markets can be as unpredictable as the weather.
Around the country, attitudes about retirement are shifting.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Taking your Social Security benefits at the right time may help maximize your benefit.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Pundits say a lot of things about the markets. Let's see if you can keep up.
It's easy to let investments accumulate like old receipts in a junk drawer.
With alternative investments, it’s critical to sort through the complexity.
A bucket plan can help you be better prepared for a comfortable retirement.
Learn how to harness the power of compound interest for your investments.
There are three things to consider before dipping into retirement savings to pay for college.
Do you have causes that you want to support with donations?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
There’s an alarming difference between perception and reality for current and future retirees.
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.