All Articles

Retirement

• When Should You Take Social Security
• Traditional vs. Roth IRA
• Where Will Your Retirement Money Come From?
• How Will Working Affect Social Security Benefits?
• Immediate vs. Deferred Annuities
• What Is a Roth 401(k)?
• Systematic Withdrawals in Retirement
• Retirement Income and the Traditional Portfolio
• Choosing a Retirement Plan that Fits Your Business
• Is a SEP-IRA Right for Your Business?
• Should You Borrow from Your 401(k)?
• Social Security Benefits: How Much Will I Receive
• IRA Withdrawals that Escape the 10% Tax Penalty
• Is a Variable Annuity Right for Me?
• Three Key Questions to Answer Before Taking Social Security
• What's New for Social Security?

Estate

• Critical Estate Documents
• Estate Management Checklist
• And the Executor Is
• Will Power
• Succeeding at Business Succession
• What is the Value of Your Business?
• Choosing a Business Structure
• A Primer on Irrevocable Life Insurance Trusts
• A Living Trust Primer
• Revising Estate Strategy Assumptions
• Four Steps to Valuing an Estate
• Why Everyone Needs an Estate Strategy

Investment

• A Look at Diversification
• Inflation & Your Money
• Mutual Funds vs. ETFs
• Rebalancing Your Portfolio
• Estimating the Cost of College
• Asset Allocation
• Getting a Head Start on College Savings
• A Taxing Story: Capital Gains and Losses
• Four Really Good Reasons to Invest
• Investing for Impact

Insurance

• Assess Life Insurance Needs
• A Look at Whole Life Insurance
• Is Term Life Insurance for You?
• Universal Life Insurance
• Variable Universal Life Insurance
• Understanding Extended Care
• 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
• What You Should Do About Insurance Following a Divorce
• Understanding Homeowners Insurance
• 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
• When Life Insurance Becomes Taxable

Tax

• Understanding Marginal Income Tax Brackets
• How Income Taxes Work
• What Is a 1035 Exchange?
• Do You Owe The AMT?
• How to Make the Tax Code Work for You
• Five Most Overlooked Tax Deductions
• Filing Final Tax Returns for the Deceased

Money

• Your Emergency Fund: How Much Is Enough?
• Strategies For Managing Student Loan Debt
• Mortgages in Retirement
• The Average American Budget

Lifestyle

• Fixed or Variable Mortgage, Which Should You Pick?
• Countdown to College
• A Cheat Sheet for Sending Your Kid to College
• Building Your Legacy

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.