All Articles
Tax
- How Income Taxes Work
- What Is a 1035 Exchange?
- Do You Owe The AMT?
- Get Paid for Going Green
- How to Make the Tax Code Work for You
- Five Most Overlooked Tax Deductions
- Does Your Child Need to File an Income Tax Return?
- Tax Rules When Selling Your Home
- Tax & Estate Strategies for Married LGBTQ+ Couples
Retirement
- 9 Facts About Social Security
- The Cost of Procrastination
- Traditional vs. Roth IRA
- Women and Financial Strategies
- What's So Great About a Rollover?
- What Is a Roth 401(k)?
- Catch-Up Contributions
- Retirement Income and the Traditional Portfolio
- Is a SEP-IRA Right for Your Business?
- Inflation - Back to the Future
- Social Security Benefits: How Much Will I Receive
- Social Security: Maximizing Benefits
- Social Security: The 64,000 Dollar Question
- Choices for Your 401(k) at a Former Employer
- IRA Withdrawals that Escape the 10% Tax Penalty
- Eight Mistakes That Can Upend Your Retirement
- Does Your Portfolio Fit Your Retirement Lifestyle?
- 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
Investment
- A Look at Diversification
- Mutual Funds vs. ETFs
- Value vs. Growth Investing
- Asset Allocation
- Global vs. International: What’s The Difference?
- A Taxing Story: Capital Gains and Losses
- Earnings for All Seasons
- Investing with Your Heart
- The Investment Risk No One’s Ever Heard Of
- Pullbacks, Corrections, and Bear Markets
- How to Conquer the World - 5 Financial Strategies for Savvy Single Women
- Emotional vs. Strategic Decisions
- Why Regular Rebalancing Makes Sense
- Risk Perspective
- Are You Ready for Your Portfolio to Make a Difference?
Insurance
- A Look at Whole Life Insurance
- Universal Life Insurance
- What to Look for in an Extended-Care Policy
- Understanding Extended Care
- Term vs. Permanent Life Insurance
- Planning for the Expected
- The Value of Insuring Against Life’s Risks
- Insurance Needs Assessment: When You're Newly Married
- Medicare Advantage 101
- The A, B, C, & D of Medicare
- The Basics of Medicare
- Questions to Ask About Medicare
- Medicare At 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
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.