All Articles

Tax

• How Income Taxes Work
• What Is a 1035 Exchange?
• Get Paid for Going Green
• Red Flags for Tax Auditors
• Five Most Overlooked Tax Deductions
• Does Your Child Need to File an Income Tax Return?
• What the New Tax Bill Means for You

Retirement

• 9 Facts About Social Security
• The Cost of Procrastination
• Traditional vs. Roth IRA
• What Is a Stretch IRA?
• What's So Great About a Rollover?
• Retirement Income and the Traditional Portfolio
• Is a SEP-IRA Right for Your Business?
• Should You Borrow from Your 401(k)?
• Social Security Benefits: How Much Will I Receive
• Social Security: Maximizing Benefits
• Choices for Your 401(k) at a Former Employer
• Does Your Portfolio Fit Your Retirement Lifestyle?
• Social Security: Two Benefit Strategies Eliminated
• 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

Estate

• Critical Estate Documents
• Estate Management Checklist
• Succeeding at Business Succession
• Yours, Mine and Ours: Estate Strategies for Second Marriages
• Four Reasons Millennials Need an Estate Strategy

Investment

• Mutual Funds vs. ETFs
• Value vs. Growth Investing
• Asset Allocation
• Earnings for All Seasons
• The Investment Risk No One’s Ever Heard Of
• 4 Reasons for the Return of Market Volatility
• Pullbacks, Corrections, and Bear Markets
• Investing for Impact

Insurance

• A Look at Whole Life Insurance
• Universal Life Insurance
• What to Look for in a Long-Term Care Policy
• Understanding Long-Term Care
• Term vs. Permanent Life Insurance
• 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

Money

• Budget Check Up: Tax Time Is the Right Time
• Password Protection Strategies
• The Five Basics of Financial Literacy
• Data Thieves from Outer Space
• The Average American Budget

Lifestyle

• Countdown to College
• A Cheat Sheet for Sending Your Kid to College
• The Financial Literacy Crisis
• Keeping Good Records is Good Business
• Financial Aid for Students 101
• Retiring Wild: National Parks and You

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.