All Articles

Retirement

• 9 Facts About Retirement
• 9 Facts About Social Security
• The Cost of Procrastination
• Healthcare Costs in Retirement
• When Should You Take Social Security
• Where Will Your Retirement Money Come From?
• Women and Financial Strategies
• Systematic Withdrawals in Retirement
• A Bucket Plan to Go with Your Bucket List
• Volunteering in Retirement
• What's New for Social Security?
• 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

Estate

• Critical Estate Documents
• Estate Management Checklist
• Put It in a Letter
• Will Power
• A Brief History of Estate Taxes
• Problems with Probate
• Choosing a Business Structure
• A Living Trust Primer
• Revising Estate Strategy Assumptions

Investment

• Mutual Funds vs. ETFs
• Value vs. Growth Investing
• Rebalancing Your Portfolio
• Best-Performing Asset Classes
• A Primer on Dividends
• A Decision Not Made Is Still a Decision
• Investment Challenges of the Affluent Investor
• How to Invest in LGBTQ+ Friendly Companies
• Pullbacks, Corrections, and Bear Markets

Insurance

• Understanding Long-Term Care
• Disability and Your Finances
• Inventorying Your Possessions

Tax

• What Is a 1035 Exchange?
• “Dirty Dozen” Tax Scams to Watch For
• Tax Reform: Before and After

Money

• Life and Death of a Twenty Dollar Bill
• 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

Lifestyle

• A Cheat Sheet for Sending Your Kid to College
• Building Your Legacy
• 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

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.