All Articles
Retirement
- 9 Facts About Social Security
- The Cost of Procrastination
- Traditional vs. Roth IRA
- Where Will Your Retirement Money Come From?
- Important Birthdays Over 50
- How Will Working Affect Social Security Benefits?
- Women and Financial Strategies
- Caring for Aging Parents
- What's So Great About a Rollover?
- What Is a Roth 401(k)?
- Catch-Up Contributions
- Choosing a Retirement Plan that Fits Your Business
- Is a SEP-IRA Right for Your Business?
- Orchestrating Your Retirement Accounts
- Should You Borrow from Your 401(k)?
- Social Security: Maximizing Benefits
- Social Security: Five Facts You Need to Know
- Social Security: The Elephant in the Room
- Choices for Your 401(k) at a Former Employer
- IRA Withdrawals that Escape the 10% Tax Penalty
- Eight Mistakes That Can Upend Your Retirement
- Retirement Traps to Avoid
- The Pre-Retirement Checklist
- 5 Benefits of Working in Retirement
- How Retirement Spending Changes With Time
- Who Is Your Trusted Contact?
- Starting a Roth IRA for a Teen
- Navigating Retirement Pitfalls
- Retirement Plan Choices for Small Businesses
- Tax Efficiency in Retirement
- Conquering Retirement Challenges for Women
- New Retirement Contribution Limits for 2024
- Find That Lost Retirement Account
- SECURE Act 2.0: An Overview
- Understanding the SECURE Act 2.0
- FIRE Retirement
- Deciding When to Take Social Security
- Retiring Earlier Than Expected? What To Know
- Net Unrealized Appreciation (NUA) Explained
- Why do Renters Have to Save More?
- AI Tools Changing Retiree Entrepreneurship
- Financial Strategies for Women
Estate
- Estate Management Checklist
- Put It in a Letter
- Will Power
- A Brief History of Estate Taxes
- Choosing a Business Structure
- Understanding the Alternate Valuation Date
- A Primer on Irrevocable Life Insurance Trusts
- Test Your Estate Strategy Knowledge
- Are You Prepared for an Estate Tax Sunset?
- Estate Strategies of the Rich and Famous
- Intellectual Property and Your Estate
Investment
- A Look at Diversification
- Inflation & Your Money
- Mutual Funds vs. ETFs
- Rebalancing Your Portfolio
- Estimating the Cost of College
- TIPS for Inflation
- Best-Performing Asset Classes
- How the Federal Reserve Works
- A Primer on Dividends
- Required Reading: The Economic Report of the President
- A Decision Not Made Is Still a Decision
- Global vs. International: What’s the Difference?
- A Taxing Story: Capital Gains and Losses
- Investing with Your Heart
- Four Really Good Reasons to Invest
- Pullbacks, Corrections, and Bear Markets
- The Sequence of Returns
- Do Our Biases Affect Our Financial Choices?
- The Pros and Cons of an NUA Strategy
- Understanding Equity Compensation
- What It Takes to Become an Accredited Investor
Tax
- Understanding Marginal Income Tax Brackets
- How Income Taxes Work
- What Do Your Taxes Pay For?
- What Is a 1035 Exchange?
- How to Make the Tax Code Work for You
- Red Flags for Tax Auditors
- How to Appeal Your Property Taxes
- Five Most Overlooked Tax Deductions
- You May Need to Make Estimated Tax Payments If…
- Does Your Child Need to File an Income Tax Return?
- Filing Final Tax Returns for the Deceased
- Counteracting Capital Gains with Tax-Loss Harvesting
- Capital Gains Tax When Selling Your Home
- What’s My 2024 Tax Bracket?
Money
- Spotting Credit Trouble
- U.S. Personal Savings Rate
- Pay Yourself First
- Buying vs. Leasing a Car
- Budget Check Up: Tax Time Is the Right Time
- What to Look for in Personal Finance Apps
- Password Protection Strategies
- Countering Counterfeit Currency
- The Half Million Dollar Baby
- Strategies for Managing Student Loan Debt
- The Five Basics of Financial Literacy
- Personal Finance Calendar
- What To Do When Your Income Reaches 7 Figures
- Understanding FDIC Insurance
- Financially Savvy at Six Figures
- Should I Accept a Free Credit Lock?
- Making a Charitable Gift
- What If Your Kids Decide Against College?
Lifestyle
- Do Your Kids Know The Value of a Silver Spoon?
- Countdown to College
- Putting a Price Tag On Your Health
- Prevent a Rift: Money Tips for Newlyweds
- Personal Finance Tips for Military Families
- A Cheat Sheet for Sending Your Kid to College
- Changing Unhealthy Behaviors
- Debt Stress
- Building Your Legacy
- Data Breach: Your Security To-Do List
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.