All Articles
Retirement
- Women and Financial Strategies
- Caring for Aging Parents
- What's So Great About a Rollover?
- What Is a Roth 401(k)?
- Catch-Up Contributions
- Retirement Income and the Traditional Portfolio
- Your Changing Definition of Risk in Retirement
- Volunteering in Retirement
- Social Security Benefits: How Much Will I Receive
- Social Security: Five Facts You Need to Know
- Choices for Your 401(k) at a Former Employer
- IRA Withdrawals that Escape the 10% Tax Penalty
- Three Key Questions to Answer Before Taking Social Security
- Does Your Portfolio Fit Your Retirement Lifestyle?
- Women on the Rise
- Starting a Roth IRA for a Teen
- Retirement Seen Through Your Eyes
- Saving Early & Letting Time Work For You
- Retirement Questions That Have Nothing to Do With Money
- Navigating Retirement Pitfalls
- Retirement Plan Choices for Small Businesses
- Tax Efficiency in Retirement
- Choose Your Own Retirement Adventure
- New Retirement Contribution Limits for 2025
- Find That Lost Retirement Account
- SECURE Act 2.0: An Overview
- Have you taken these key estate planning steps?
- How to manage your retirement income concerns
- Imagine your life with guaranteed income
- How can you have guaranteed income in retirement?
- Planning your legacy
- A retiree’s introduction to volunteering
- How to help protect against market volatility
- This is your brain on retirement
- How to consider inflation into your retirement strategy
- Pros and cons of early retirement
- The 5 retirement investments you should know about
- How will you pay for health care in 2053?
- Tax-efficient retirement strategies
- 10 Scary facts about retirement
- How can I be a confident spender in retirement?
- Supplementing retirement income with whole life
- 3 important insurance considerations for retirees
- How to avoid accidentally disinheriting your spouse
- How to get your finances ready for retirement
- 3 Retirement myths for women
- Is it early retirement season?
- Now is prime time to save
- How much monthly income do you need to retire?
- Don’t let bad financial habits haunt your retirement
- Are your parents prepared for retirement
- How women can boost their financial confidence
- 5 steps to grow retirement confidence in the Hispanic commun
- Don’t get burnt with FIRE
- Is it too late to plan for retirement?
- How does an annuity work?
- Help Make Your Retirement Assets More Valuable
- You can DIY guaranteed income with these 3 tips
- Why annuities are in demand
Estate
- What is the Value of Your Business?
- 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
- Managing the Risk of Outliving Your Money
- A Checklist for When a Spouse or Parent Passes
- White Elephant Inheritance
Investment
- Mutual Funds vs. ETFs
- Estimating the Cost of College
- Best-Performing Asset Classes
- How the Federal Reserve Works
- How Stocks Work
- How to Invest in LGBTQ+ Friendly Companies
- How to Conquer the World - 5 Financial Strategies for Savvy Single Women
- Emotional vs. Strategic Decisions
- Why Regular Rebalancing Makes Sense
- Diversification, Patience, and Consistency
- Your Shifting Risk Tolerance
- Risk Perspective
- Are You Ready for Your Portfolio to Make a Difference?
- Key Money Moments: 4 Times You Should Talk to a Pro
- Financial fixes: Beware of market bubbles
- Ways to use your tax refund
- The hidden costs of home ownership
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 ABC’s of Auto Insurance
- A Brief Guide To Condo Insurance
- Making Sense Of A Home Warranty
- The Most Overlooked Item of Any Home Improvement
- Inventorying Your Possessions
- Fallen Tree Damage—Who Pays?
- Does Your Credit Score Affect Your Insurance Rates?
- Errors and Omissions Insurance
- Teen Drinking and Your Liability
- Gap Insurance for Leased Cars
- Dog Bites Neighbor. Now What?
- Consider Keeping Your Life Insurance When You Retire
- Beyond the breadwinner: Is your household protected?
- How to build confidence
- Why should we consider life insurance?
- Get the facts about disability insurance
- How can greater financial confidence help you?
- Tips to convert term life insurance to whole life insurance
- Women and insurance: What you need to know
- The history of Black American insurance ownership
- Financial well-being for everyone: Term life insurance
- Financial well-being for everyone: Affordable whole life
- Financial well-being for everyone: Income protection
- What do fine wine and financial strategies have in common?
- What are the important types of insurance to have?
- Whole life insurance: part of a tax diversification strategy
- New year, new beneficiary?
- 9 tax questions about insurance
- Three reasons you may need holistic financial protection
- Insurance after a divorce
Money
- U.S. Personal Savings Rate
- Pay Yourself First
- Your Emergency Fund: How Much Is Enough?
- The Economic Journey of Your Morning Coffee
- Weighing the Benefits of Prepaid Debit Cards
- The Average American Budget
- Building a Solid Financial Foundation
- What To Do When Your Income Reaches 7 Figures
- Understanding FDIC Insurance
- Why you should have an emergency fund
- Overlooked ways to add diversity to your portfolio
- Credit Card Debt
- Cash Stuffing
- The mattress dilemma: Where to stash your savings?
- What does a healthy relationship with money look like?
- Talking to your kids about money
- Financial tips for when you’re starting out
- How to manage debt
- Ways to turn spending into savings
- Strategies for smarter gift-giving
- 5 financial items to complete before year end
- Pay it forward: Financial wellness for employees
- Creating financial wellness with what you’ve got right now
- 8 behaviors to help increase financial confidence
- Money matters: Why it pays to be financially responsible
- Tips to protect your LLC
- 5 tips to ease financial stress
- Smart wedding registry ideas for couples
- Review and refine your buy-sell agreement
Lifestyle
- A House Divided
- 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
- Alzheimer's Awareness
- How to make charitable giving a lifelong pursuit
- 5 Finance gifts for Mother’s Day
- How to budget for a vacation in 5 easy steps
- How Boomers and Millennials Differ
- 5 Tips for self-care in tough times
- Why you need a financial QB asap
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.