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
- What's So Great About a Rollover?
- Should You Borrow from Your 401(k)?
- Choices for Your 401(k) at a Former Employer
- Retirement Traps to Avoid
- The Pre-Retirement Checklist
- 5 Benefits of Working in Retirement
- The SECURE Act
- Women on the Rise
- Lesser Known Provisions of the SECURE Act
- How Women Can Prepare For Retirement
- Retirement Realities
- 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
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
- Managing an Inheritance
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...
- How to Invest in LGBTQ+ Friendly Companies
- Pullbacks, Corrections, and Bear Markets
- How to Conquer the World - 5 Financial Strategies for Savvy Single Women
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 an Extended-Care Policy
- Understanding Extended 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?
- Silver Sneakers 101
- Medicare Advantage 101
- The Cost of Medical Care
- 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
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
- How to Read Your Credit Report
- Data Thieves from Outer Space
- Year-End Charitable Gifting and You
- Building a Solid Financial Foundation
- Managing Money as a Couple
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
- Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
- Travel, Without the Baggage
- The Best Apps in Travel
- 5 Things That Seasoned Travelers Are Doing (That You're Not)
- Financial Aid for Students 101
- The Three Keys to a Great Password
- Pickleball in Retirement
- Retiring Wild: National Parks and You
- How to Support Local Businesses During a Pandemic
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.