How does your ideal retirement differ from reality, and what can we do to better align the two?
A special needs trust helps care for a special needs child when you’re gone.
It’s never a bad time to speak with your financial professional about changes in your situation.
Around the country, attitudes about retirement are shifting.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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.
If you died, what would happen to your email archives, social profiles and online accounts?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Do you have causes that you want to support with donations?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Here are five facts about Social Security that might surprise you.
Have you explored all your options when it comes to managing your taxable income?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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.