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Retirement

• 9 Facts About Retirement
• 9 Facts About Social Security
• The Cost of Procrastination
• Important Birthdays Over 50
• Women and Financial Strategies
• Caring for Aging Parents
• Systematic Withdrawals in Retirement
• Retirement Income and the Traditional Portfolio
• Your Changing Definition of Risk in Retirement
• A Bucket Plan to Go with Your Bucket List
• Inflation - Back to the Future
• Money that Buys Good Health is Never Ill Spent
• Certain Uncertainties in Retirement
• Thinking of Retiring Abroad?
• Volunteering in Retirement
• Social Security Benefits: How Much Will I Receive
• Social Security: Five Facts You Need to Know
• Three Key Questions to Answer Before Taking Social Security
• Does Your Portfolio Fit Your Retirement Lifestyle?
• Protect Your Retirement Income
• The Value of Planning as Retirement Approaches
• How to Cut Your Expenses
• Tax Deductions: Catch Them All!
• How Women Make it Happen
• You Are Not Alone it Just Feels That Way
• Retirement Road Trip
• More Than a Paycheck
• The Pre-Retirement Checklist
• 5 Benefits of Working in Retirement
• Defining Your Priorities
• Retirement Victory Lap
• Learn, Earn and Retire at Any Age
• How Do You View Your Future?
• Infographic: Whole Life Insurance Can Be an Essential Piece
• Don’t Get Trapped by These Retirement Myths
• Retirement Planning With Your Special Needs Child in Mind
• Essential Steps to Avoid and Recover From Identity Theft
• The 12 Steps to Living Confidently: Retire With Confidence
• Is it Too Late to Plan for Retirement?
• 6 Strategies to Help You Prepare for Living on Retirement
• Retirement Savings Essentials in your 30s
• How to Jump-Start Your Financial Strategy for Retirement
• 401(k) Plans Are Not Just for Big Businesses
• The SECURE Act
• How to Get Your Finances Ready for Retirement
• Top Tips for a Retirement Tailgate
• Women on the Rise
• 3 Important Insurance Considerations for Retirees
• Retirement Realities
• Why Medicare Should Be Part of Your Retirement Strategy

Estate

• Estate Management Checklist
• And the Executor Is
• Put It in a Letter
• Trends in Charitable Giving
• Problems with Probate
• Test Your Estate Strategy Knowledge
• Planning Your Legacy
• The 12 Steps to Living Confidently: Legacy and Estate

Insurance

• Assess Life Insurance Needs
• A Look at Whole Life Insurance
• Is Term Life Insurance for You?
• Universal Life Insurance
• Variable Universal Life Insurance
• Keep Your Umbrella Handy
• Disability and Your Finances
• Insuring Your Business With a Buy/Sell Agreement
• Protecting Your Business from the Loss of a Key Person
• Can Group, Private Disability Policies Work Together?
• Planning for the Expected
• Understanding the Basics of Medigap Policies
• When to Self-Insure
• When Does Your Personal Car Become a Commercial Vehicle?
• The ABC’s of Auto Insurance
• Understanding Homeowner’s Insurance
• An Overview of Renter’s Insurance
• Protecting Your Home Against Flood Loss
• Buying Auto Insurance For Teen Drivers
• Insurance Needs Assessment: When You're Newly Married
• Insurance Needs Assessment: When You're Young and Single
• Insurance Needs Assessment: For Empty Nesters and Retirees
• Protection Against Uninsured Drivers
• The Most Overlooked Item of Any Home Improvement
• When Life Insurance Becomes Taxable
• Insuring Your Second Home
• Fallen Tree Damage—Who Pays?
• Build a Stronger Financial Future
• Gifting of A Stronger Financial Future
• Gun Ownership and Your Homeowners Policy
• Does Your Credit Score Affect Your Insurance Rates?
• Errors and Omissions Insurance
• How Insurance Deductibles Work
• Test Your Life Insurance Knowledge
• Teen Drinking and Your Liability
• Gap Insurance for Leased Cars
• Dog Bites Neighbor. Now What?
• Layers of Protection
• Do You Know the Whole Life Story?
• The Big Little Things: 5 Easy Ways to Protect Your Money
• Financial Fixes: From Health Scare to Financial Care
• The 12 Steps to Living Confidently: How to Protect Yourself
• Whole Life Insurance Can Be an Asset For Balance
• Attract Better Employees with Better Benefits
• 4 Ways Whole Life Insurance Can Help with Business Expenses
• Insurance Needs of Small Business Owners
• Infographic: How to Talk to Millennials About Life Insurance
• Infographic: Life Insurance: The Basics
• Why Millennials May Need Life Insurance Now More than Ever
• Term to Perm Life Insurance Conversion Tips
• Whole Life Insurance Can Be an Asset For Balance
• The Cost of Medical Care
• The A, B, C, & D of Medicare

Tax

• Understanding Marginal Income Tax Brackets
• How Income Taxes Work
• What If You Get Audited?
• What Is a 1035 Exchange?
• Tax Deductions You Won't Believe
• Donating Art: Taxation Abstraction
• Red Flags for Tax Auditors
• “Dirty Dozen” Tax Scams to Watch For
• How to Appeal Your Property Taxes
• You May Need to Make Estimated Tax Payments If…
• Tax Rules When Selling Your Home
• What the New Tax Bill Means for You
• Infographic: 2019 Taxes by the Numbers
• Webinar: Navigating the tax landscape and what it means for your retirement

Money

• Spotting Credit Trouble
• U.S. Personal Savings Rate
• Life and Death of a Twenty Dollar Bill
• Buying vs. Leasing a Car
• Budget Check Up: Tax Time Is the Right Time
• What to Look for in Personal Finance Apps
• Strategies For Managing Student Loan Debt
• Uncommon Knowledge for Your Life
• 5 Keys to Fiscal Fitness
• Measuring Up To Your Potential
• Your Paycheck and You: A Love Story
• LGBTQ Proud
• When Couples Know TV Over Finances
• The Twelve Steps to Living Confidently: Goals
• Father Knows Best
• How to Make Smart Debt Decisions
• Organizing Your Finances
• Savings and Cash Flow
• How Big is Money?
• Protection from a Financial Emergency
• Commitment and Money Conversations
• 8 Financial Lessons from the Big (and Little) Screen
• First Things First
• Maximizing Your Daily Life Expenses
• The Five Basics of Financial Literacy
• Couples and Money
• Who's On Your Financial Dream Team?
• Your Financial Family Tree
• Is Your Financial House Haunted?
• Millennials and Savings
• Planning for All Families
• The Next Gig Thing
• How to Read Your Credit Report
• Financial Fixes: Get Out of the Minimum Payment Vortex
• 6 Tips on Ways to Spend Your Money for Happiness
• The 12 Steps to Living Confidently: Define Your Life Goals
• The 12 Steps to Living Confidently: How to Set Up a Budget
• The 12 Steps to Living Confidently: How to Cut Your Expenses
• The 12 Steps to Living Confidently: Smart Debt Decisions
• The 12 Steps to Living Confidently: Savings and Cash Flow
• Business Boosters: Holding on to Talent
• Financial Fixes: 5 Tips for Handling Inheritance
• Thanks, Mom!
• What Do Fine Wine and Financial Planning Have in Common?
• Take the Stage: Commitment and the Money Conversation
• Ask a Financial Professional: Couples & Money
• Financial Empowerment for Women
• Financial Fixes: How to Get Out of the Minimum Payment Vorte
• Not Your Parents’ Finances
• How Financially Literate Are You?
• Toddlers to Teens: The Lesson of Money
• 6 Steps to Rewire the Mind-Money Connection
• Money Matters: Why it Pays to be Financially Responsible
• Starting Out: Reconciling Debt and Opportunity for Young Adults
• Financial Hacks for Millennials: From Side Hustle to Savings
• Navigating the Ups and Downs of Business Cash Flow
• 4 Easy Ways to Turn the Next Generation into Savvy Savers
• Money Doesn’t Grow on Trees: Teaching Your Tweens the Value of Green
• 5 Smart Ways to Mindfully Manage Your Money
• Take the Stage: Planning for All Types of Families
• Financial Hacks for Millennials: Are Credit Cards A Necessary Evil?
• 12 Financial Hacks for Millennials: Budgeting, Investing and Insurance

Lifestyle

• Lots of Variables with Fixed-Rate Mortgages
• Fixed or Variable Mortgage, Which Should You Pick?
• To Catch a Thief
• A House Divided
• Healthy Body, Healthy Pocketbook
• Do Your Kids Know The Value of a Silver Spoon?
• Crowdfunding—Capital for the 21st Century
• A Cheat Sheet for Sending Your Kid to College
• The Financial Literacy Crisis
• Debt Stress
• Avoiding Cognitive Decline
• Raising Healthy Children
• 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
• How Helping Charities Helps You
• 5 Original Ways to Show Your Love
• Bulletproofing Your Business
• Tying the Knot
• Smart Wedding Registry Ideas
• What Does That Mean? IDK
• Gift Yourself a Debt-Free Holiday
• 6 Steps to Rewire the Mind-Money Connection
• Financial Fixes: The Most Expensive Cheap Vacation
• Financial Hacks for Millennials: 5 Ways to Manage Finances
• Infographic: The ABCs of Financial Literacy
• Business Boosters: Tips for Building a Team
• Financial Hacks for Millennials: Don’t Get Burnt With FIRE
• How Financial Decision-Making is Like Camping
• How Growing a Business is Like Raising a Child
• Infographic: Personal Finances Are Like A Game of Golf
• Business Boosters: How to Exit Your Business Successfully
• 7 Easy Ways to Improve Your Finances This Week
• Financial Fixes: The Hidden Costs of Home Ownership
• Financial Aid for Students 101
• Business Boosters: Can Your Business Survive Without You?
• Infographic: Playing the Odds With Your Future?
• Five Ways to Help Make Your Money Last Longer
• The Three Keys to a Great Password
• Gift Giving: Spend Less, Enjoy More
• Infographic: Top Tip for Tipping
• 6 Tips From Tech Start-ups for Your Non-tech Business
• Mentorship for Entrepreneurs: An Invaluable Resource
• What Generation Z Employees Really Want
• Pickleball in Retirement
• 5 Tips for Self-Care in Tough Times
• 7 Ways to Show Your Appreciation for Mom this May
• Not Just Equal Pay, Equal Job Security
• Infographic: LGBTQ Proud
• 7 Father’s Day Financial Hacks for Dads
• Millennial Money Myths: Buying a Car is Better Than Leasing
• Infographic: Inclusivity for the LGBTQ workforce
• Infographic: Family Caregivers – Unseen labor in America
• Your Financial Path Forward in the Midst of Mental Illness
• Grief and Finances: Communication to Financial Preparedness
• Mental Health for the Next Gen: 4 Tips to Support Teens

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.