All Articles
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?
- Understanding the Alternate Valuation Date
- 4 Steps to Protecting a Child with Disabilities
- A Primer on Irrevocable Life Insurance Trusts
- A Living Trust Primer
- Four Steps to Valuing an Estate
- When Heirs are Imperfect
- Why Everyone Needs an Estate Strategy
- Managing the Risk of Outliving Your Money
- A Checklist for When a Spouse or Parent Passes
- Managing an Inheritance
- 3 Estate Challenges for Blended Families
- Are You Prepared for an Estate Tax Sunset?
Insurance
- Assess Life Insurance Needs
- A Look at Whole Life Insurance
- Is Term Life Insurance for You?
- Universal Life Insurance
- Variable Universal Life Insurance
- What to Look for in an Extended-Care Policy
- Understanding Extended Care
- Disability and Your Finances
- Term vs. Permanent Life Insurance
- 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
- When to Self-Insure
- The Value of Insuring Against Life’s Risks
- 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
- Keeping Summer Safe: Pool and Spa Safety Tips
- Does Your Credit Score Affect Your Insurance Rates?
- How Insurance Deductibles Work
- Test Your Life Insurance Knowledge
- Silver Sneakers 101
- Medicare Advantage 101
- The Cost of Medical Care
- The A, B, C, & D of Medicare
- The Basics of Medicare
- Questions to Ask About Medicare
- Medicare At 65+
- Qualifying For Medicare Under Age 65
- Medicare vs. Medicaid
- Breaking Down the Parts of Medicare
- Medicare Advantage Plans (Medicare Part C)
- Prescription Drug Benefits Under Medicare (Part D)
- Ways to Supplement Your Medicare Coverage
- Replacing Your Medicare Card
- Consider Keeping Your Life Insurance When You Retire
- Life Insurance Myths: Debunked
Retirement
- 9 Facts About Retirement
- The Cost of Procrastination
- Healthcare Costs in Retirement
- Traditional vs. Roth IRA
- Split Annuity Strategy
- Where Will Your Retirement Money Come From?
- Important Birthdays Over 50
- Immediate vs. Deferred Annuities
- Caring for Aging Parents
- What's So Great About a Rollover?
- 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?
- Money that Buys Good Health is Never Ill Spent
- Should You Borrow from Your 401(k)?
- Social Security Benefits: How Much Will I Receive
- Social Security: Five Facts You Need to Know
- Choices for Your 401(k) at a Former Employer
- Is a Variable Annuity Right for Me?
- Three Key Questions to Answer Before Taking Social Security
- 5 Benefits of Working in Retirement
- How Women Can Prepare For Retirement
- Retirement Realities
- Why Medicare Should Be Part of Your Retirement Strategy
- How Retirement Spending Changes With Time
- Helpful Retirement Strategies for Women
- A Meal for All Generations
- Who Is Your Trusted Contact?
- Starting a Roth IRA for a Teen
- Retirement Seen Through Your Eyes
- Saving Early & Letting Time Work For You
- Retirement Is a Beginning
- Retirement Questions That Have Nothing to Do With Money
- Navigating Retirement Pitfalls
- Retirement Plan Choices for Small Businesses
- Tax Efficiency in Retirement
- Conquering Retirement Challenges for Women
- Buying a Vacation Home? 5 Questions to Consider First
- Choose Your Own Retirement Adventure
- Six Surprising Facts About Retirement Confidence
- New Retirement Contribution Limits for 2023
- What Is a 1031 Exchange?
- Find That Lost Retirement Account
- SECURE Act 2.0: An Overview
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.