All Articles
Retirement
- Healthcare Costs in Retirement
- Important Birthdays Over 50
- How Will Working Affect Social Security Benefits?
- Immediate vs. Deferred Annuities
- What's So Great About a Rollover?
- Should You Borrow from Your 401(k)?
- Choices for Your 401(k) at a Former Employer
- How Women Can Prepare For Retirement
- 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
- Retirement Is a Beginning
- Retirement Questions That Have Nothing to Do With Money
- Navigating Retirement Pitfalls
- Retirement Plan Choices for Small Businesses
- Tax Efficiency in Retirement
- Conquering Retirement Challenges for Women
- Buying a Vacation Home? 5 Questions to Consider First
- Choose Your Own Retirement Adventure
- Six Surprising Facts About Retirement Confidence
- New Retirement Contribution Limits for 2023
- What Is a 1031 Exchange?
- Find That Lost Retirement Account
- SECURE Act 2.0: An Overview
- Understanding the SECURE Act 2.0
- FIRE Retirement
- Deciding When to Take Social Security
- Retiring Earlier Than Expected? What To Know
- Net Unrealized Appreciation (NUA) Explained
- Why do Renters Have to Save More?
- AI Tools Changing Retiree Entrepreneurship
Investment
- Inflation & Your Money
- How the Federal Reserve Works
- Getting a Head Start on College Savings
- Global vs. International: What’s the Difference?
- How Financial Professionals Are Compensated
- How to Invest in LGBTQ+ Friendly Companies
- How to Conquer the World - 5 Financial Strategies for Savvy Single Women
- Separating the Signal From the Noise
- Emotional vs. Strategic Decisions
- Why Regular Rebalancing Makes Sense
- Diversification, Patience, and Consistency
- The Sequence of Returns
- Your Shifting Risk Tolerance
- Risk Perspective
- Do Our Biases Affect Our Financial Choices?
- Are You Ready for Your Portfolio to Make a Difference?
- Inflation and the Real Rate of Return
- Bull & Bear Markets: A Timeline
- Key Money Moments: 4 Times You Should Talk to a Pro
- The Pros and Cons of an NUA Strategy
- Understanding Equity Compensation
- What It Takes to Become an Accredited Investor
Insurance
- Insurance Needs Assessment: When You're Newly Married
- Insurance Needs Assessment: Married With Children
- Insurance Needs Assessment: For Empty Nesters and Retirees
- Gun Ownership and Your Homeowners Policy
- How Insurance Deductibles Work
- The A, B, C, & D of Medicare
- The Basics of Medicare
- Questions to Ask About Medicare
- Medicare At 65+
- Qualifying For Medicare Under Age 65
- Medicare vs. Medicaid
- Breaking Down the Parts of Medicare
- Medicare Advantage Plans (Medicare Part C)
- Prescription Drug Benefits Under Medicare (Part D)
- Ways to Supplement Your Medicare Coverage
- Replacing Your Medicare Card
- Consider Keeping Your Life Insurance When You Retire
- Life Insurance Myths: Debunked
Tax
- How Income Taxes Work
- How to Make the Tax Code Work for You
- How to Appeal Your Property Taxes
- Does Your Child Need to File an Income Tax Return?
- Tax & Estate Strategies for Married LGBTQ+ Couples
- What's My 2023 Tax Bracket?
- Counteracting Capital Gains with Tax-Loss Harvesting
- Capital Gains Tax When Selling Your Home
Money
- How Big is Money?
- How to Read Your Credit Report
- Building a Solid Financial Foundation
- Managing Money as a Couple
- Making a Charitable Contribution
- Exploring the Federal Student Grant Program
- Personal Finance Calendar
- What Can You Buy With 529 Distributions?
- What To Do When Your Income Reaches 7 Figures
- Understanding FDIC Insurance
- Financially Savvy at Six Figures
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.