All Articles | Forte Financial Planning

Estate

Critical Estate Documents
A Brief History of Estate Taxes
Trends in Charitable Giving
A Living Trust Primer
When Heirs are Imperfect
A Checklist for When a Spouse or Parent Passes
Managing an Inheritance
Estate Strategies of the Rich and Famous
Intellectual Property and Your Estate

Insurance

Assess Life Insurance Needs
Understanding Extended Care
Term vs. Permanent Life Insurance
The A, B, C, & D of Medicare
Ways to Supplement Your Medicare Coverage
Reviewing Your Life Insurance Needs

Investment

The Business Cycle
Inflation & Your Money
Diversification, Patience, and Consistency
The Sequence of Returns
Risk Perspective
Understanding Equity Compensation
What It Takes to Become an Accredited Investor

Lifestyle

Fixed or Variable Mortgage, Which Should You Pick?
To Catch a Thief
Changing Unhealthy Behaviors
Avoiding Cognitive Decline
Mastering Mobile Lingo
Data Breach: Your Security To-Do List

Money

Pay Yourself First
Buying vs. Leasing a Car
The Average American Budget
Personal Finance Calendar
Understanding FDIC Insurance
Financially Savvy at Six Figures
Should I Accept a Free Credit Lock?
Making a Charitable Gift
What If Your Kids Decide Against College?

Retirement

The Cost of Procrastination
When Should You Take Social Security
Traditional vs. Roth IRA
Important Birthdays Over 50
What's So Great About a Rollover?
Eight Mistakes That Can Upend Your Retirement
The Pre-Retirement Checklist
Retirement Seen Through Your Eyes
Buying a Vacation Home? 5 Questions to Consider First
FIRE Retirement
Deciding When to Take Social Security
Retiring Earlier Than Expected? What To Know
Net Unrealized Appreciation (NUA) Explained
Why do Renters Have to Save More?
AI Tools Changing Retiree Entrepreneurship
Financial Strategies for Women

Tax

Understanding Marginal Income Tax Brackets
What Is a 1035 Exchange?
Red Flags for Tax Auditors
Does Your Child Need to File an Income Tax Return?
Counteracting Capital Gains with Tax-Loss Harvesting
What’s My 2024 Tax Bracket?

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.