All Articles
Lifestyle
- Lots of Variables with Fixed-Rate Mortgages
- Should You Choose a Fixed or Variable?
- To Catch a Thief
- Healthy Body, Healthy Pocketbook
- Do Your Kids Know The Value of a Silver Spoon?
- Buying vs. Leasing a Car
- Countdown to College
- What to Look for in Personal Finance Apps
- Putting a Price Tag On Your Health
- Password Protection Strategies
- Crowdfunding—Capital for the 21st Century
- A Penny Saved is Two Pennies Earned
- Tips to Prevent the #1 Cause of Marital Rift
- Personal Finance Tips for Military Families
- Bitcoin 101
- A Cheat Sheet for Sending Your Kid to College
- The Financial Literacy Crisis
- Saving on Fitness Membership Costs
- Stop Wasting Money
- Please Leave Home without It
- Changing Unhealthy Behaviors
- Debt Stress
- Avoiding Cognitive Decline
- Raising Healthy Children
- Good Health is Good Business
- Money Draining Food Myths
Retirement
- What Is an Annuity?
- 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
- What Is a Stretch IRA?
- Split Annuity Strategy
- Where Will Your Retirement Money Come From?
- Important Birthdays Over 50
- How Will Working Affect Social Security Benefits?
- Immediate vs. Deferred Annuities
- Are Women and Financial Strategies a Mismatch?
- Caring for Aging Parents
- What's So Great About a Rollover?
- What Is a Roth 401(k)?
- Catch-Up Contributions
- Systematic Withdrawals in Retirement
- Retirement Income and the Traditional Portfolio
- Your Changing Definition of Risk in Retirement
- A Bucket Plan to Go with Your Bucket List
- Choosing a Retirement Plan that Fits Your Business
- Is a SEP-IRA Right for Your Business?
- Orchestrating Your Retirement Accounts
- Inflation - Back to the Future
- Money that Buys Good Health is Never Ill Spent
- Certain Uncertainties in Retirement
- Thinking of Retiring Abroad?
- Should You Borrow from Your 401(k)?
- Volunteering in Retirement
- Social Security Benefits: How Much Will I Receive
- Social Security: Maximizing Your Social Security Benefits
- Social Security: The $64,000 Question
- Social Security: Five Facts You Need to Know
- Social Security: The Elephant in the Room
- Choices for Your 401(k) at a Former Employer
- IRA Withdrawals that Escape the 10% Tax Penalty
- Is a Variable Annuity Right for Me?
- Three Key Questions to Answer before Taking Social Security
- Eight Mistakes That Can Upend Your Retirement
Estate
- Critical Estate Documents
- Estate Management Checklist
- And the Executor Is
- Put It in a Letter
- Will Power
- A Brief History of Estate Taxes
- Trends in Charitable Giving
- Problems with Probate
- Succeeding at Business Succession
- What is the Value of Your Business?
- Choosing a Business Structure
- Understanding the Alternate Valuation Date
- Planning for Special Needs Children
- A Primer on Irrevocable Life Insurance Trusts
- A Living Trust Primer
- Tips for Finding Care for Your Special-Needs Child
- Revising Estate Strategy Assumptions
Investment
- The Business Cycle
- A Look at Diversification
- Inflation & Your Money
- Rebalancing Your Portfolio
- Estimating the Cost of College
- TIPS for Inflation
- Types of Stock Market Analysis
- Best Performing Asset Classes
- How the Federal Reserve Works
- A Primer on Dividends
- Asset Allocation
- How Stocks Work
- Required Reading: The Economic Report of the President
- Getting a Head Start on College Savings
- A Decision Not Made Is Still a Decision
- Global vs. International: What’s The Difference?
- The Great Debate Continues: Active vs. Passive
- All Muni Bonds Are Not Created Equal
- A Taxing Story: Capital Gains and Losses
- The ABCs of Zero Coupon Bonds
- The New Red Scare: Chinese Ownership of U.S. Debt
- The Ivory Tower Changes Wall Street
- Earnings for All Seasons
- Investing with Your Heart
- The Anatomy of an Index
- The Utility of Sector Investing
- The Investment Risk No One’s Ever Heard Of
- Alternative Investments - Going Mainstream
- Don’t Be Your Own Worst Enemy
- Investment Challenges of the Affluent Investor
- Making Sense Of A Home Warranty
Insurance
- Assess Life Insurance Needs
- A Look at Whole Life Insurance
- Is Term Life Insurance for You?
- Universal Life Insurance
- Variable Universal Life Insurance
- What to Look for in a Long-Term Care Policy
- Understanding Long-Term Care
- Keep Your Umbrella Handy
- Disability and Your Finances
- Term vs. Permanent Life Insurance
- Insuring Your Business With a Buy/Sell Agreement
- Protecting Your Business from the Loss of a Key Person
- Can Group, Private Disability Policies Work Together?
- Planning for the Expected
- Understanding the Basics of Medigap Policies
- What You Should Do About Insurance Following a Divorce
- When to Self-Insure
- When Does Your Personal Car Become a Commercial Vehicle?
- The ABC’s of Auto Insurance
- Understanding Homeowner’s Insurance
- Insuring Your Business Against Cyber Liability
- An Overview of Renter’s Insurance
- Protecting Your Home Against Flood Loss
- A Brief Guide To Condo Insurance
- Buying Auto Insurance For Teen Drivers
- Retiree Health Care Coverage Overseas
Tax
- Understanding Marginal Income Tax Brackets
- How Income Taxes Work
- What Do Your Taxes Pay For?
- What If You Get Audited?
- What Is a 1035 Exchange?
- Do You Owe The AMT?
- Get Paid for Going Green
- How to Make the Tax Code Work for You
- Tax Deductions You Won't Believe
- Donating Art: Taxation Abstraction
- Red Flags for Tax Auditors
- “Dirty Dozen” Tax Scams to Watch For
- How to Appeal Your Property Taxes
- Six Most Overlooked Tax Deductions
Money
- Spotting Credit Trouble
- How Does Your Credit Score Compare?
- U.S. Personal Savings Rate
- Life and Death of a Twenty Dollar Bill
- Pay Yourself First
- Your Emergency Fund: How Much Is Enough?
- Budget Check Up: Tax Time Is the Right Time
- The Economic Journey of Your Morning Coffee
- Making Sense of U.S. Household Net Worth
- Countering Counterfeit Currency
- Weighing the Benefits of Prepaid Debit Cards
- The Half Million Dollar Baby
- The Lowdown on Those Free Credit Scores
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.