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
- What's So Great About a Rollover?
- Systematic Withdrawals in Retirement
- A Bucket Plan to Go with Your Bucket List
- Volunteering in Retirement
- Choices for Your 401(k) at a Former Employer
- What's New for Social Security?
- The Pre-Retirement Checklist
- 5 Benefits of Working in Retirement
- Women on the Rise
- 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
- 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
- The SECURE Act Starts the Clock on Inherited IRAs
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
- Managing the Risk of Outliving Your Money
- A Checklist for When a Spouse or Parent Passes
- Managing an Inheritance
- 3 Estate Challenges for Blended Families
Investment
- Mutual Funds vs. ETFs
- 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
- 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
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
- Building a Solid Financial Foundation
- Managing Money as a Couple
- Making a Charitable Contribution
- Exploring the Federal Student Grant Program
- Personal Finance Calendar
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.