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Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
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.