All Articles
Estate
- Critical Estate Documents
- Estate Management Checklist
- And the Executor Is
- A Brief History of Estate Taxes
- Trends in Charitable Giving
- Problems with Probate
- Succeeding at Business Succession
- Choosing a Business Structure
- Understanding the Alternate Valuation Date
- 4 Steps to Protecting a Child with Disabilities
- A Living Trust Primer
- Tips for Finding Care for Your Disabled Child
- Revising Estate Strategy Assumptions
- Four Reasons Millennials Need an Estate Strategy
- Four Steps to Valuing an Estate
- Test Your Estate Strategy Knowledge
Investment
- The Business Cycle
- A Look at Diversification
- Inflation & Your Money
- Mutual Funds vs. ETFs
- Value vs. Growth Investing
- Rebalancing Your Portfolio
- Estimating the Cost of College
- TIPS for Inflation
- Types of Stock Market Analysis
- Best-Performing Asset Classes
- How the Federal Reserve Works
- A Primer on Dividends
- Asset Allocation
- How Stocks Work
- 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
- 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
- The Utility of Sector Investing
- The Investment Risk No One’s Ever Heard Of
- Alternative Investments - Going Mainstream
- Don’t Be Your Own Worst Enemy
- Investment Challenges of the Affluent Investor
- A Reminder of Why It's Important to Take a Long-Term View
- 4 Reasons for the Return of Market Volatility
- How to Invest in LGBTQ+ Friendly Companies
- Pullbacks, Corrections, and Bear Markets
- Investing for Impact
Money
- Spotting Credit Trouble
- How Does Your Credit Score Compare?
- U.S. Personal Savings Rate
- Life and Death of a Twenty Dollar Bill
- Pay Yourself First
- Buying vs. Leasing a Car
- Password Protection Strategies
- A Penny Saved is Two Pennies Earned
- The Economic Journey of Your Morning Coffee
- Countering Counterfeit Currency
- Weighing the Benefits of Prepaid Debit Cards
- The Lowdown on Those Free Credit Scores
- Strategies For Managing Student Loan Debt
- The History of Currency
- How to Read Your Credit Report
- Data Thieves from Outer Space
- Year-End Charitable Gifting and You
- Mortgages in Retirement
- The Average American Budget
Lifestyle
- Lots of Variables with Fixed-Rate Mortgages
- Fixed or Variable Mortgage, Which Should You Pick?
- To Catch a Thief
- A House Divided
- Do Your Kids Know The Value of a Silver Spoon?
- Countdown to College
- Crowdfunding—Capital for the 21st Century
- Prevent a Rift: Money Tips for Newlyweds
- Personal Finance Tips for Military Families
- A Cheat Sheet for Sending Your Kid to College
- The Financial Literacy Crisis
- Saving on Subscription Service Costs
- Stop Wasting Money
- Please Leave Home Without It
- Changing Unhealthy Behaviors
- Debt Stress
- Raising Healthy Children
- Good Health is Good Business
- Money Draining Food Myths
- Building Your Legacy
- Creative Ways to Motivate Your Employees
- Keeping Good Records is Good Business
- Mastering Mobile Lingo
- Four Great, Unexpected Places to Raise a Family
- New Trends Redefine Travel
- Travel, Without the Baggage
- Financial Aid for Students 101
- The Three Keys to a Great Password
- Pickleball in Retirement
Tax
- Understanding Marginal Income Tax Brackets
- How Income Taxes Work
- What Do Your Taxes Pay For?
- What If You Get Audited?
- How to Make the Tax Code Work for You
- Tax Deductions You Won't Believe
- Donating Art: Taxation Abstraction
- Red Flags for Tax Auditors
- How to Appeal Your Property Taxes
- Six Most Overlooked Tax Deductions
- Tax Rules When Selling Your Home
- Filing Final Tax Returns for the Deceased
- Tax Reform: Before and After
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.