All Articles

Retirement

• 9 Facts About Retirement
• 9 Facts About Social Security
• Healthcare Costs in Retirement
• When Should You Take Social Security
• Traditional vs. Roth IRA
• Catch-Up Contributions
• Retirement Income and the Traditional Portfolio
• A Bucket Plan to Go with Your Bucket List
• Choosing a Retirement Plan that Fits Your Business
• Should You Borrow from Your 401(k)?
• Social Security: The $64,000 Question
• Choices for Your 401(k) at a Former Employer
• IRA Withdrawals that Escape the 10% Tax Penalty
• Three Key Questions to Answer Before Taking Social Security
• Eight Mistakes That Can Upend Your Retirement
• Does Your Portfolio Fit Your Retirement Lifestyle?

Estate

• Critical Estate Documents
• A Brief History of Estate Taxes
• A Living Trust Primer
• Four Reasons Millennials Need an Estate Strategy

Investment

• A Look at Diversification
• Mutual Funds vs. ETFs
• Value vs. Growth Investing
• Required Reading: The Economic Report of the President
• Getting a Head Start on College Savings
• A Decision Not Made Is Still a Decision
• Global vs. International: What’s The Difference?
• The Great Debate Continues: Active vs. Passive
• A Taxing Story: Capital Gains and Losses
• The Ivory Tower Changes Wall Street
• The Investment Risk No One’s Ever Heard Of
• Alternative Investments - Going Mainstream

Tax

• Tax Deductions You Won't Believe
• Six Most Overlooked Tax Deductions
• What the New Tax Bill Means for You

Lifestyle

• A House Divided
• Do Your Kids Know The Value of a Silver Spoon?
• Countdown to College
• Bitcoin 101
• A Cheat Sheet for Sending Your Kid to College
• Apps That Help Achieve Goals
• Building Your Legacy
• 5 Things That Seasoned Travelers Are Doing (That You're Not)

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.