The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
This video discusses issues related to your retirement accounts when you move on from your job.
A couple become Retirement Plan Detectives, searching records from old employers.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Doing your research is key before buying a vacation home.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Learn about the importance of having an estate strategy in this helpful and informative video.
Learn about cyber liability insurance in this entertaining video.
When you retire, how will you treat your next chapter?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
For women, retirement strategy is a long race. It’s helpful to know the route.
Do you know how to set up your financial goals for success? This knight does.
Bucket lists don’t have to be for tomorrow.
Here’s a quick guide to checking to see if you have unclaimed money.
How does your ideal retirement differ from reality, and what can we do to better align the two?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
When should you take your Social Security benefit?
Here’s a crash course on saving for college.
Check out this video to begin separating fact from fiction.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A special needs trust helps care for a special needs child when you’re gone.
There are a few things to consider when buying or leasing your next vehicle.
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.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Making the most of surprises is a great reason to work with us.
What is your plan for health care during retirement?
Taking your Social Security benefits at the right time may help maximize your benefit.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Have you found yourself suddenly single? Here are 3 steps to take right now.
If you died, what would happen to your email archives, social profiles and online accounts?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Learn how to harness the power of compound interest for your investments.
When do you need a will? The answer is easy: Right Now.
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.
Preparing for the unexpected can make all the difference if your family relies on your income.
Here are five facts about Social Security that might surprise you.
What does your home really cost?
Estate conservation is too important to put off. Do you have a smart exit strategy?
There’s an alarming difference between perception and reality for current and future retirees.
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.