All Articles
Investment
- A Look at Diversification
- Rebalancing Your Portfolio
- How Stocks Work
- A Decision Not Made Is Still a Decision
- Global vs. International: What’s The Difference?
- A Taxing Story: Capital Gains and Losses
- Investing for Impact
- How to Conquer the World - 5 Financial Strategies for Savvy Single Women
- Separating the Signal From the Noise
- Emotional vs. Strategic Decisions
- Why Regular Rebalancing Makes Sense
- Diversification, Patience, and Consistency
- The Sequence of Returns
- Your Shifting Risk Tolerance
- Risk Perspective
- Do Our Biases Affect Our Financial Choices?
- Are You Ready for Your Portfolio to Make a Difference?
- Inflation and the Real Rate of Return
- Bull & Bear Markets: A Timeline
- Key Money Moments: 4 Times You Should Talk to a Pro
- The Pros and Cons of a NUA Strategy
Money
- Password Protection Strategies
- Budgeting After a Divorce
- The Five Basics of Financial Literacy
- Data Thieves from Outer Space
- Building a Solid Financial Foundation
- Managing Money as a Couple
- Making a Charitable Contribution
- Exploring the Federal Student Grant Program
- Personal Finance Calendar
- What Can You Buy With 529 Distributions?
- What To Do When Your Income Reaches 7 Figures
- Understanding FDIC Insurance
Retirement
- Women and Financial Strategies
- What's So Great About a Rollover?
- Catch-Up Contributions
- Should You Borrow from Your 401(k)?
- Choices for Your 401(k) at a Former Employer
- Retirement Traps to Avoid
- The Pre-Retirement Checklist
- Women on the Rise
- How Women Can Prepare For Retirement
- 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
- Understanding the SECURE Act 2.0
Tax
- Five Most Overlooked Tax Deductions
- You May Need to Make Estimated Tax Payments If…
- Does Your Child Need to File an Income Tax Return?
- Tax & Estate Strategies for Married LGBTQ+ Couples
- What's My 2023 Tax Bracket?
- Counteracting Capital Gains with Tax-Loss Harvesting
- Capital Gains Tax When Selling Your Home
Insurance
- A Look at Whole Life Insurance
- What to Look for in an Extended-Care Policy
- Term vs. Permanent Life Insurance
- What You Should Do About Insurance Following a Divorce
- The Value of Insuring Against Life’s Risks
- When Life Insurance Becomes Taxable
- The A, B, C, & D of Medicare
- The Basics of Medicare
- Ways to Supplement Your Medicare Coverage
- Consider Keeping Your Life Insurance When You Retire
- Life Insurance Myths: Debunked
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.