by FMG Suites | Sep 26, 2024 | Uncategorized
As financial professionals, we’ve noticed a trend among our clients: an increasing interest in electric vehicles (EVs). To help address some of your questions, we’ve compiled this high-level guide to provide insights into the financial aspects of owning an electric...
by FMG Suites | Sep 26, 2024 | Uncategorized
Statistics show that nearly 33% of Americans have faced some identity theft attempts in their lives, and experts estimate there is a new case of identity theft every 22 seconds. As financial professionals, one of our primary goals is to help our clients create a...
by FMG Suites | Aug 18, 2024 | Uncategorized
If you think the United States has a retirement crisis, you are not alone. A recent survey found that 79% of working-age Americans believe the same thing. That percentage is up from 67% in 2020. When asked about their situation, more than half of Americans (55%) are...
by FMG Suites | Jul 30, 2024 | Uncategorized
Sending a child off to college is a major milestone for any family, whether you’re a parent, grandparent, or close friend. It’s an exciting time, filled with anticipation and perhaps a bit of trepidation. There’s so much to do, and time seems to fly by. As the big day...
by FMG Suites | Jul 10, 2024 | Uncategorized
If you are a small business owner—or plan to be one—you should be aware of a new reporting requirement. The Corporate Transparency Act (CTA), passed in 2021, changed beneficial ownership rules, which is expected to impact 32 million businesses in 2024 alone. Suppose...
by FMG Suites | Jul 9, 2024 | Uncategorized
Legacy preparation can play a key role in any financial strategy. Legacy management lets you consider what happens to everything you’ve accumulated—and may continue to accumulate—throughout your lifetime. But far too often, we’ve seen this as something that gets...
