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
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 a Long-Term Care Policy
- Understanding Long-Term 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?
- Planning 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
- The Anatomy of Medicare
- Does Your Credit Score Affect Your Insurance Rates?
- How Insurance Deductibles Work
- Test Your Life Insurance Knowledge
- Silver Sneakers 101
- Medicare Advantage 101
Investment
- The Business Cycle
- A Look at Diversification
- Inflation & Your Money
- Value vs. Growth Investing
- TIPS for Inflation
- A Primer on Dividends
- A Decision Not Made Is Still a Decision
- The Great Debate Continues: Active vs. Passive
- Earnings for All Seasons
- The Anatomy of an Index
- Don’t Be Your Own Worst Enemy
- How Financial Professionals Are Compensated
- 4 Reasons for the Return of Market Volatility
- Investing for Impact
Retirement
- What Is an Annuity?
- 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
- 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?
- Inflation - Back to the Future
- Money that Buys Good Health is Never Ill Spent
- Thinking of Retiring Abroad?
- Social Security Benefits: How Much Will I Receive
- Social Security: Five Facts You Need to Know
- Is a Variable Annuity Right for Me?
- Three Key Questions to Answer Before Taking Social Security
- 5 Benefits of Working in Retirement
- The SECURE Act
- Lesser Known Provisions of the SECURE Act
- How Women Can Prepare For Retirement
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.