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?
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?
What does your home really cost?
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.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
If you died, what would happen to your email archives, social profiles and online accounts?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Taking your Social Security benefits at the right time may help maximize your benefit.
What is your plan for health care during retirement?
A special needs trust helps care for a special needs child when you’re gone.
When should you take your Social Security benefit?
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?
There are a lot of myths around whole life. Get the facts here.
Disability happens to more people, more often than you may think, and it lasts longer, too.
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.