All Articles
Estate
- Critical Estate Documents
- Estate Management Checklist
- Put It in a Letter
- Problems with Probate
- What is the Value of Your Business?
- Choosing a Business Structure
- Understanding the Alternate Valuation Date
- 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
- A Checklist for When a Spouse or Parent Passes
- 3 Estate Challenges for Blended Families
- Estate Strategies of the Rich and Famous
- Intellectual Property and Your Estate
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
- Protecting Your Business from the Loss of a Key Person
- Can Group, Private Disability Policies Work Together?
- Preparing for the Expected
- Understanding the Basics of Medigap Policies
- What You Should Do About Insurance Following a Divorce
- When to Self-Insure
- When Does Your Personal Car Become a Commercial Vehicle?
- The ABC’s of Auto Insurance
- Understanding Homeowners Insurance
- Insuring Your Business Against Cyber Liability
- An Overview of Renter’s Insurance
- Protecting Your Home Against Flood Loss
- A Brief Guide To Condo Insurance
- Making Sense Of A Home Warranty
- Buying Auto Insurance For Teen Drivers
- Retiree Health Care Coverage Overseas
- A Home Insurance Claim: To File Or Not To File
- The Value of Insuring Against Life’s Risks
- Insurance Needs Assessment: When You're Newly Married
- Insurance Needs Assessment: When You're Young and Single
- Insurance Needs Assessment: Married With Children
- Insurance Needs Assessment: For Empty Nesters and Retirees
- Protection Against Uninsured Drivers
- The Most Overlooked Item of Any Home Improvement
- When Life Insurance Becomes Taxable
- Social Media: #NewestBusinessLiabilityRisk
- Keeping Summer Safe: Pool and Spa Safety Tips
- Insuring Your Second Home
- Directors and Officers Liability Insurance
- Inventorying Your Possessions
- Fallen Tree Damage—Who Pays?
- Gun Ownership and Your Homeowners Policy
- Does Your Credit Score Affect Your Insurance Rates?
- Errors and Omissions Insurance
- 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
- Life Insurance Myths: Debunked
- Reviewing Your Life Insurance Needs
Investment
- A Look at Diversification
- Mutual Funds vs. ETFs
- TIPS for Inflation
- How the Federal Reserve Works
- A Primer on Dividends
- How Stocks Work
- Required Reading: The Economic Report of the President
- Getting a Head Start on College Savings
- A Decision Not Made Is Still a Decision
- Global vs. International: What’s the Difference?
- All Muni Bonds Are Not Created Equal
- A Taxing Story: Capital Gains and Losses
- The ABCs of Zero Coupon Bonds
- Investing with Your Heart
- The Anatomy of an Index
- How Financial Professionals Are Compensated
- What’s Your Investment IQ?
- How to Invest in LGBTQ+ Friendly Companies
- Investing for Impact
- Diversification, Patience, and Consistency
- Your Shifting Risk Tolerance
- Risk Perspective
- Do Our Biases Affect Our Financial Choices?
- Bull & Bear Markets: A Timeline
- Understanding Equity Compensation
Lifestyle
- Countdown to College
- Prevent a Rift: Money Tips for Newlyweds
- A Cheat Sheet for Sending Your Kid to College
- The Financial Literacy Crisis
- Stop Wasting Money
- Changing Unhealthy Behaviors
- Avoiding Cognitive Decline
- Good Health is Good Business
- Money Draining Food Myths
- Financial Aid for Students 101
- Pickleball in Retirement
- Retiring Wild: National Parks and You
- Data Breach: Your Security To-Do List
Money
- Spotting Credit Trouble
- U.S. Personal Savings Rate
- Life and Death of a Twenty Dollar Bill
- Pay Yourself First
- Buying vs. Leasing a Car
- Your Emergency Fund: How Much Is Enough?
- Budget Check Up: Tax Time Is the Right Time
- What to Look for in Personal Finance Apps
- Password Protection Strategies
- A Penny Saved is Two Pennies Earned
- The Economic Journey of Your Morning Coffee
- Countering Counterfeit Currency
- Weighing the Benefits of Prepaid Debit Cards
- The Half Million Dollar Baby
- The Lowdown on Those Free Credit Scores
- Strategies for Managing Student Loan Debt
- 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
- Mortgages in Retirement
- The Average American Budget
- Building a Solid Financial Foundation
- Managing Money as a Couple
- Making a Charitable Contribution
- Exploring the Federal Student Grant Program
- Personal Finance Calendar
- What Can You Buy With 529 Distributions?
- What To Do When Your Income Reaches 7 Figures
- Understanding FDIC Insurance
- Financially Savvy at Six Figures
- Should I Accept a Free Credit Lock?
- Making a Charitable Gift
- What If Your Kids Decide Against College?
Retirement
- 9 Facts About Social Security
- Healthcare Costs in Retirement
- Traditional vs. Roth IRA
- Important Birthdays Over 50
- How Will Working Affect Social Security Benefits?
- Caring for Aging Parents
- What Is a Roth 401(k)?
- Catch-Up Contributions
- Your Changing Definition of Risk in Retirement
- Choosing a Retirement Plan that Fits Your Business
- Is a SEP-IRA Right for Your Business?
- Money that Buys Good Health is Never Ill Spent
- Volunteering in Retirement
- Social Security Benefits: How Much Will I Receive
- Social Security: Maximizing Benefits
- Choices for Your 401(k) at a Former Employer
- Three Key Questions to Answer Before Taking Social Security
- Eight Mistakes That Can Upend Your Retirement
- What's New for Social Security?
- The Pre-Retirement Checklist
- Women on the Rise
- Why Medicare Should Be Part of Your Retirement Strategy
- Helpful Retirement Strategies for Women
- Who Is Your Trusted Contact?
- Starting a Roth IRA for a Teen
- Retirement Is a Beginning
- Navigating Retirement Pitfalls
- Retirement Plan Choices for Small Businesses
- Tax Efficiency in Retirement
- Choose Your Own Retirement Adventure
- New Retirement Contribution Limits for 2024
- Find That Lost Retirement Account
- SECURE Act 2.0: An Overview
- Understanding the SECURE Act 2.0
- Deciding When to Take Social Security
- Retiring Earlier Than Expected? What To Know
- Net Unrealized Appreciation (NUA) Explained
- AI Tools Changing Retiree Entrepreneurship
- Financial Strategies for Women
Tax
- What If You Get Audited?
- What Is a 1035 Exchange?
- How to Make the Tax Code Work for You
- Red Flags for Tax Auditors
- You May Need to Make Estimated Tax Payments If…
- Does Your Child Need to File an Income Tax Return?
- Filing Final Tax Returns for the Deceased
- Tax & Estate Strategies for Married LGBTQ+ Couples
- What's My 2023 Tax Bracket?
- Counteracting Capital Gains with Tax-Loss Harvesting
- Capital Gains Tax When Selling Your Home
- What’s My 2024 Tax Bracket?
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.