All Articles
Retirement
- The Cost of Procrastination
- Healthcare Costs in Retirement
- Traditional vs. Roth IRA
- How Will Working Affect Social Security Benefits?
- Caring for Aging Parents
- What's So Great About a Rollover?
- What Is a Roth 401(k)?
- Catch-Up Contributions
- Systematic Withdrawals in Retirement
- 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
- Choices for Your 401(k) at a Former Employer
- IRA Withdrawals that Escape the 10% Tax Penalty
- Retirement Traps to Avoid
- The Pre-Retirement Checklist
- Retirement Realities
- How Retirement Spending Changes With Time
- Who Is Your Trusted Contact?
- Starting a Roth IRA for a Teen
- Saving Early & Letting Time Work For You
- Retirement Questions That Have Nothing to Do With Money
- Retirement Plan Choices for Small Businesses
- Tax Efficiency in Retirement
Estate
- Critical Estate Documents
- Estate Management Checklist
- And the Executor Is
- Put It in a Letter
- Will Power
- A Brief History of Estate Taxes
- Trends in Charitable Giving
- Problems with Probate
- Succeeding at Business Succession
- What is the Value of Your Business?
- Choosing a Business Structure
- 4 Steps to Protecting a Child with Disabilities
- A Living Trust Primer
- Revising Estate Strategy Assumptions
- Four Reasons Millennials Need an Estate Strategy
- Four Steps to Valuing an Estate
- When Heirs are Imperfect
- A Checklist for When a Spouse or Parent Passes
- Managing an Inheritance
Investment
- A Look at Diversification
- Inflation & Your Money
- How the Federal Reserve Works
- Asset Allocation
- Getting a Head Start on College Savings
- A Decision Not Made Is Still a Decision
- A Taxing Story: Capital Gains and Losses
- Earnings for All Seasons
- The Anatomy of an Index
- Don’t Be Your Own Worst Enemy
- Four Really Good Reasons to Invest
- Pullbacks, Corrections, and Bear Markets
- Separating the Signal From the Noise
- Emotional vs. Strategic Decisions
- Diversification, Patience, and Consistency
- The Sequence of Returns
- Risk Perspective
- Bull & Bear Markets: A Timeline
Tax
- Understanding Marginal Income Tax Brackets
- How Income Taxes Work
- What If You Get Audited?
- What Is a 1035 Exchange?
- How to Make the Tax Code Work for You
- Tax Deductions You Won't Believe
- How to Appeal Your Property Taxes
- Five Most Overlooked Tax Deductions
- Does Your Child Need to File an Income Tax Return?
- Tax Rules When Selling Your Home
- Filing Final Tax Returns for the Deceased
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.