All Articles

Estate

• Critical Estate Documents
• And the Executor Is
• A Brief History of Estate Taxes
• 4 Steps to Protecting a Child with Disabilities
• Four Steps to Valuing an Estate

Insurance

• Disability and Your Finances
• Planning for the Expected
• The ABC’s of Auto Insurance
• Inventorying Your Possessions
• Does Your Credit Score Affect Your Insurance Rates?
• Silver Sneakers 101
• Medicare Advantage 101
• The Cost of Medical Care

Investment

• Estimating the Cost of College
• Getting a Head Start on College Savings
• A Taxing Story: Capital Gains and Losses
• Investing with Your Heart
• Four Really Good Reasons to Invest
• Pullbacks, Corrections, and Bear Markets
• Investing for Impact

Lifestyle

• Countdown to College
• A Cheat Sheet for Sending Your Kid to College
• Debt Stress
• Avoiding Cognitive Decline
• Building Your Legacy
• Financial Aid for Students 101
• The Three Keys to a Great Password
• Pickleball in Retirement

Money

• How Does Your Credit Score Compare?
• Buying vs. Leasing a Car
• Budget Check Up: Tax Time Is the Right Time
• Password Protection Strategies
• The Lowdown on Those Free Credit Scores
• How to Read Your Credit Report
• Data Thieves from Outer Space
• Year-End Charitable Gifting and You
• Mortgages in Retirement
• The Average American Budget

Retirement

• Healthcare Costs in Retirement
• Traditional vs. Roth IRA
• Important Birthdays Over 50
• Catch-Up Contributions
• Choosing a Retirement Plan that Fits Your Business
• Social Security Benefits: How Much Will I Receive
• Social Security: Maximizing Benefits
• Social Security: Five Facts You Need to Know
• Social Security: The Elephant in the Room
• IRA Withdrawals that Escape the 10% Tax Penalty
• Eight Mistakes That Can Upend Your Retirement
• 5 Benefits of Working in Retirement
• The SECURE Act
• Women on the Rise
• Lesser Known Provisions of the SECURE Act
• How Women Can Prepare For Retirement

Tax

• “Dirty Dozen” Tax Scams to Watch For
• Six Most Overlooked Tax Deductions

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.