by FMG Suites | Jan 23, 2025 | Uncategorized
You’ve worked hard throughout your life to build assets to support your retirement. As financial professionals, one of the most critical functions we provide is helping clients determine their retirement income needs and structuring a withdrawal strategy that...
by FMG Suites | Jan 23, 2025 | Uncategorized
Tax season brings a new wave of identity theft risks, with criminals ready to exploit your personal data to file fraudulent tax returns in your name. Imagine the shock of discovering that a criminal beat you to filing your taxes—potentially reaping your refund or... by FMG Suites | Jan 2, 2025 | Uncategorized
Interesting facts……. Did you know that 60% of people who try to escape prison are caught within the first 24 hours and 85% within a week (Source: History Channel Americas Greatest Prison Breaks, History Channel 2016). You may wonder why I’m sharing Alcatraz-like...
by FMG Suites | Dec 11, 2024 | Uncategorized
Social Security is often misunderstood or underestimated in retirement strategy. However, as financial professionals, we’ve seen how it can play a crucial role in our clients’ overall financial strategy, regardless of their income level or net worth. This...
by FMG Suites | Dec 11, 2024 | Uncategorized
Looks like New Year’s resolutions are still going strong in 2024! A recent Pew survey found that about a third of Americans kicked off the year with at least one resolution, and many people actually went for multiple goals. It’s especially popular with the...
by FMG Suites | Nov 19, 2024 | Uncategorized
As we approach the end of 2024, it’s an opportune time to reflect on the year’s financial developments and consider what 2025 may bring. We believe in understanding both the past and potential future of our economic landscape, which may help inform...
