The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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?
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Rightsizing for Retirement
What does your home really cost?
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.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Raise Your Retirement Income
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
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.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
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.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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 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.