The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
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?
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.
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.
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.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Saving for College 101
Here’s a crash course on saving for college.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
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.
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.