All Articles
Retirement
- Healthcare Costs in Retirement
- Where Will Your Retirement Money Come From?
- What's So Great About a Rollover?
- Systematic Withdrawals in Retirement
- Should You Borrow from Your 401(k)?
- Social Security Benefits: How Much Will I Receive
- Social Security: The 64,000 Dollar Question
- Social Security: Five Facts You Need to Know
- Social Security: The Elephant in the Room
Estate
- Critical Estate Documents
- Estate Management Checklist
- Put It in a Letter
- Will Power
- A Brief History of Estate Taxes
- Trends in Charitable Giving
- Problems with Probate
- Choosing a Business Structure
- Understanding the Alternate Valuation Date
- 4 Steps to Protecting a Child with Disabilities
- A Primer on Irrevocable Life Insurance Trusts
- A Living Trust Primer
- Revising Estate Strategy Assumptions
- Yours, Mine, and Ours: Estate Strategies for Second Marriages
- When Heirs are Imperfect
Investment
- Mutual Funds vs. ETFs
- Estimating the Cost of College
- Types of Stock Market Analysis
- How the Federal Reserve Works
- Required Reading: The Economic Report of the President
- Getting a Head Start on College Savings
- 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
- Investing for Impact
Insurance
- Assess Life Insurance Needs
- A Look at Whole Life Insurance
- Universal Life Insurance
- Variable Universal Life Insurance
- What to Look for in an Extended-Care Policy
- Understanding Extended Care
- Keep Your Umbrella Handy
- Insuring Your Business With a Buy/Sell Agreement
- Protecting Your Business from the Loss of a Key Person
- Preparing for the Expected
- When to Self-Insure
- Making Sense Of A Home Warranty
- Retiree Health Care Coverage Overseas
- A Home Insurance Claim: To File Or Not To File
- Insurance Needs Assessment: When You're Young and Single
- Insurance Needs Assessment: Married With Children
- Insurance Needs Assessment: For Empty Nesters and Retirees
- When Life Insurance Becomes Taxable
- Insuring Your Second Home
- Gun Ownership and Your Homeowners Policy
- Does Your Credit Score Affect Your Insurance Rates?
- Dog Bites Neighbor. Now What?
Tax
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.