Recent changes in estate tax laws could affect the strategy you have in place.
There’s an alarming difference between perception and reality for current and future retirees.
Why are 401(k) plans, annuities, and IRAs so popular?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Have you explored all your options when it comes to managing your taxable income?
What does your home really cost?
The decision whether to buy or rent a home may have long-term implications.
Here are five facts about Social Security that might surprise you.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Women must be ready to spend, on average, more years in retirement than men.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Do you have causes that you want to support with donations? Here are three tips.
Are you ready for retirement? Here are five words you should consider.
When do you need a will? The answer is easy: Right Now.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
There are three things to consider before dipping into retirement savings to pay for college.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Learn how to harness the power of compound interest for your investments.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
If you died, what would happen to your email archives, social profiles and online accounts?
A bucket plan can help you be better prepared for a comfortable retirement.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
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.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Taking your Social Security benefits at the right time may help maximize your benefit.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
What is your plan for health care during retirement?
Making the most of surprises is a great reason to work with us.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Around the country, attitudes about retirement are shifting.
The market is as unpredictable as the weather. We’d love to help you prepare.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
It’s never a bad time to speak with your financial advisor about changes in your situation.
There are a few things to consider when buying or leasing your next vehicle.
A special needs trust helps care for a special needs child when you’re gone.
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.