All Articles

Retirement

• Three Key Questions to Answer Before Taking Social Security
• Eight Mistakes That Can Upend Your Retirement
• Does Your Portfolio Fit Your Retirement Lifestyle?
• What's New for Social Security?
• Retirement Traps to Avoid
• The Pre-Retirement Checklist
• 5 Benefits of Working in Retirement
• The SECURE Act

Estate

• Yours, Mine and Ours: Estate Strategies for Second Marriages
• Four Reasons Millennials Need an Estate Strategy
• Four Steps to Valuing an Estate
• When Heirs are Imperfect
• Test Your Estate Strategy Knowledge
• Why Everyone Needs an Estate Strategy

Investment

• All Muni Bonds Are Not Created Equal
• What’s Your Investment IQ?
• You Would Rather Be...
• How to Invest in LGBTQ+ Friendly Companies

Insurance

• 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
• Social Media: #NewestBusinessLiabilityRisk
• Keeping Summer Safe: Pool and Spa Safety Tips
• Does Your Credit Score Affect Your Insurance Rates?
• Test Your Life Insurance Knowledge
• Dog Bites Neighbor. Now What?

Tax

• How to Make the Tax Code Work for You
• Six Most Overlooked Tax Deductions
• You May Need to Make Estimated Tax Payments If…
• Tax Rules When Selling Your Home
• Filing Final Tax Returns for the Deceased

Money

• The Lowdown on Those Free Credit Scores
• Strategies For Managing Student Loan Debt
• Budgeting After a Divorce
• How Big is Money?
• The Five Basics of Financial Literacy
• Data Thieves from Outer Space
• Year-End Charitable Gifting and You
• Mortgages in Retirement
• The Average American Budget

Lifestyle

• Changing Unhealthy Behaviors
• Debt Stress
• Avoiding Cognitive Decline
• Raising Healthy Children
• Good Health is Good Business
• Money Draining Food Myths
• Apps That Help Achieve Goals
• Building Your Legacy
• Creative Ways to Motivate Your Employees
• Keeping Good Records is Good Business
• Mastering Mobile Lingo
• Four Great, Unexpected Places to Raise a Family
• Top New Digital Tools for Small Businesses
• New Trends Redefine Travel
• Travel, Without the Baggage
• The Best Apps in Travel
• 5 Things That Seasoned Travelers Are Doing (That You're Not)
• The Three Keys to a Great Password
• Pickleball in 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.