by FMG Suites | Jun 21, 2023 | Uncategorized
Introduction Over the last several months, I have met with quite a few self-proclaimed do-it-yourself (DIY) investors who, after struggling with the markets in 2022, approached me asking for a second opinion. Interestingly, almost every self-directed investor...
by FMG Suites | Jun 21, 2023 | Uncategorized
Changes to 529 plans in the SECURE 2.0 Act The SECURE Act was initially passed by Congress at the end of 2019 and was intended to improve retirement savings opportunities. It was a big deal at the time and the most significant piece of retirement legislation since the...
by FMG Suites | Jun 21, 2023 | Uncategorized
What if your child needs braces? The cost may be as much as $6,000 for metal braces—more modern versions can run as much as $13,000. Your health insurance may cover only a portion of the cost. If you’re well past the braces stage, what if you or a loved one...
by FMG Suites | Jun 21, 2023 | Uncategorized
Getting your affairs in order and outlining what you want done with your estate after you’re gone is one of the greatest gifts you can leave your loved ones. However, not preparing for the transfer of your assets can lead to confusion, potential family disputes, and...
by FMG Suites | Jun 21, 2023 | Uncategorized
Senior care costs can be overwhelming, particularly when long-term care is required due to illness or medical conditions. With the number of seniors in the U.S. expected to rise exponentially by 2030, it’s crucial to be prepared for these expenses. In this blog...
