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
- Traditional vs. Roth IRA
- Where Will Your Retirement Money Come From?
- Important Birthdays Over 50
- How Will Working Affect Social Security Benefits?
- Immediate vs. Deferred Annuities
- Women and Financial Strategies
- Caring for Aging Parents
- What's So Great About a Rollover?
- What Is a Roth 401(k)?
- Catch-Up Contributions
- Systematic Withdrawals in Retirement
- Retirement Income and the Traditional Portfolio
- Your Changing Definition of Risk in Retirement
- A Bucket Plan to Go with Your Bucket List
- Choosing a Retirement Plan that Fits Your Business
- Is a SEP-IRA Right for Your Business?
- Orchestrating Your Retirement Accounts
- Money that Buys Good Health is Never Ill Spent
- Should You Borrow from Your 401(k)?
- Volunteering in Retirement
- Social Security Benefits: How Much Will I Receive
- Social Security: Maximizing Benefits
- Social Security: The 64,000 Dollar Question
- Social Security: Five Facts You Need to Know
- Social Security: The Elephant in the Room
- Choices for Your 401(k) at a Former Employer
- IRA Withdrawals that Escape the 10% Tax Penalty
- Is a Variable Annuity Right for Me?
- Three Key Questions to Answer Before Taking Social Security
- Eight Mistakes That Can Upend Your Retirement
- Does Your Portfolio Fit Your Retirement Lifestyle?
- What's New for Social Security?
- Retirement Traps to Avoid
- 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
- 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
- Choose Your Own Retirement Adventure
- Six Surprising Facts About Retirement Confidence
- New Retirement Contribution Limits for 2023
- Find That Lost Retirement Account
- SECURE Act 2.0: An Overview
- Understanding the SECURE Act 2.0
Investment
- The Business Cycle
- A Look at Diversification
- Inflation & Your Money
- Mutual Funds vs. ETFs
- 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
- 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?
- The Great Debate Continues: Active vs. Passive
- All Muni Bonds Are Not Created Equal
- A Taxing Story: Capital Gains and Losses
- The ABCs of Zero Coupon Bonds
- The Ivory Tower Changes Wall Street
- Earnings for All Seasons
- Investing with Your Heart
- The Anatomy of an Index
- The Utility of Sector Investing
- The Investment Risk No One’s Ever Heard Of
- Alternative Investments - Going Mainstream
- Don’t Be Your Own Worst Enemy
- Investment Challenges of the Affluent Investor
- Four Really Good Reasons to Invest
- How Financial Professionals Are Compensated
- What’s Your Investment IQ?
- You Would Rather Be...
- How to Invest in LGBTQ+ Friendly Companies
- Pullbacks, Corrections, and Bear Markets
- Investing for Impact
- 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
- Key Money Moments: 4 Times You Should Talk to a Pro
- The Pros and Cons of a NUA Strategy
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?
- How to Make the Tax Code Work for You
- Tax Deductions You Won't Believe
- Red Flags for Tax Auditors
- How to Appeal Your Property Taxes
- Five Most Overlooked Tax Deductions
- You May Need to Make Estimated Tax Payments If…
- Does Your Child Need to File an Income Tax Return?
- Tax Rules When Selling Your Home
- 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
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.