All Articles

Retirement

• What Is an Annuity?
• 9 Facts About Retirement
• 9 Facts About Social Security
• The Cost of Procrastination
• Healthcare Costs in Retirement
• When Should You Take Social Security
• Traditional vs. Roth IRA
• What Is a Stretch IRA?
• Split Annuity Strategy
• Where Will Your Retirement Money Come From?
• Important Birthdays Over 50
• How Will Working Affect Social Security Benefits?
• Immediate vs. Deferred Annuities
• Women and Financial Strategies
• Caring for Aging Parents
• What Is a Roth 401(k)?
• Catch-Up Contributions
• Systematic Withdrawals in Retirement
• Retirement Income and the Traditional Portfolio
• Your Changing Definition of Risk in Retirement
• A Bucket Plan to Go with Your Bucket List
• Choosing a Retirement Plan that Fits Your Business
• Is a SEP-IRA Right for Your Business?
• Orchestrating Your Retirement Accounts
• Inflation - Back to the Future
• Money that Buys Good Health is Never Ill Spent
• Certain Uncertainties in Retirement
• Thinking of Retiring Abroad?
• Should You Borrow from Your 401(k)?
• Volunteering in Retirement

Estate

• Planning for Special Needs Children
• A Primer on Irrevocable Life Insurance Trusts
• A Living Trust Primer
• Tips for Finding Care for Your Special-Needs Child

Investment

• Required Reading: The Economic Report of the President
• Getting a Head Start on College Savings
• All Muni Bonds Are Not Created Equal
• A Taxing Story: Capital Gains and Losses
• The ABCs of Zero Coupon Bonds
• The Ivory Tower Changes Wall Street
• Earnings for All Seasons
• Investing with Your Heart
• The Anatomy of an Index

Tax

• How to Make the Tax Code Work for You

Money

• What to Look for in Personal Finance Apps
• Password Protection Strategies
• A Penny Saved is Two Pennies Earned
• The Economic Journey of Your Morning Coffee
• Making Sense of U.S. Household Net Worth
• Countering Counterfeit Currency

Lifestyle

• Putting a Price Tag On Your Health
• Crowdfunding—Capital for the 21st Century
• Prevent a Rift: Money Tips for Newlyweds
• Personal Finance Tips for Military Families
• Bitcoin 101
• A Cheat Sheet for Sending Your Kid to College
• The Financial Literacy Crisis
• Saving on Fitness Center Membership Costs

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.