All Articles

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
• 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
• Retirement Traps to Avoid
• The Pre-Retirement Checklist
• The SECURE Act

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
• When Heirs are Imperfect
• Test Your Estate Strategy Knowledge
• Why Everyone Needs an Estate Strategy

Investment

• The Business Cycle
• A Look at Diversification
• Inflation & Your Money
• Value vs. Growth Investing
• 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
• You Would Rather Be...
• 4 Reasons for the Return of Market Volatility

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
• How Insurance Deductibles Work
• Test Your Life Insurance Knowledge
• Teen Drinking and Your Liability
• Gap Insurance for Leased Cars
• Dog Bites Neighbor. Now What?

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?
• Filing Final Tax Returns for the Deceased
• What the New Tax Bill Means for You
• Tax Reform: Before and After

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
• Buying vs. Leasing a Car
• Budgeting After a Divorce
• The History of Currency
• How Big is Money?
• The Five Basics of Financial Literacy

Lifestyle

• Lots of Variables with Fixed-Rate Mortgages
• Fixed or Variable Mortgage, Which Should You Pick?
• To Catch a Thief
• A House Divided
• Healthy Body, Healthy Pocketbook
• Do Your Kids Know The Value of a Silver Spoon?
• Countdown to College
• New Trends Redefine Travel
• Travel, Without the Baggage
• 5 Things That Seasoned Travelers Are Doing (That You're Not)

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.