Ways to Recover a Lost 401(k)

9/27/16 Most of us check our bank accounts regularly, are diligent in the daily management of our checking accounts to make sure that no money is missing and that we can pay our bills each month. It would be unusual for someone to forget that they...

Can the Outcome of the Presidential Race Impact Your Investments?

9/15/16 This year’s presidential race will surely be one for the record books. Already, the media coverage, the drama and the voter turnout during the primaries are all breaking records. One connection that investors are trying to make is how this...

The Result of the Brexit Vote Has Made Diversification More Important Than Ever

8/30/16 Experts all over the world predicted that the remain vote would win the day on June 23, 2016 when Brits all across the UK took to the polls to vote on whether they would remain in the EU or leave it. In fact, the same experts warned the...

The Way High Net Worth Individuals Think About Philanthropy is Changing

8/18/16 Philanthropy has always been a major component of financial planning for many wealthy families. In the past, it was common to set up a trust or a foundation to conduct such philanthropic activities in a tax-exempt manner. These entities,...

The Future of Social Security

  7/22/16 Will Social Security Cease to Exist? The future of Social Security is frequently discussed and debated among Americans young and old. Perceptions about the future of Social Security are heavily aligned with how far you are from retirement...

The Wine Lover’s Guide to Investing

7/14/16 What do fine wines and financial portfolios have in common? Like a fine wine, quality portfolios take work. The best wines in the world are not made by accident. It takes time, planning, adaptation and perseverance to produce a top-quality...

What to Do with Your Investments in the Wake of Brexit

7/06/16 One week ago on Friday, the unexpected happened: Britain voted to leave the European Union. The “Brexit”, as it was called, was a global market shock. Most experts thought the United Kingdom would vote to remain. The following morning major...

Why Having an Estate Plan is So Important

6/21/16 Every once in awhile, a major figure in the public eye passes away without a living trust or will. Recently, this was the case with the world famous pop singer, Prince. Although this case made front page news because of his fame, this occurs...

Tips for Successful Estate Planning

6/15/16 When it comes to death and taxes, people often avoid taking the time to plan ahead. Unfortunately, estate planning involves both of these unpopular events rolled into one. In the United States, most citizens will not be required to pay an...

Factoring “Fun” Into Your Retirement Plan

6/06/16 Many people who imagine their lives in retirement envision themselves on white sandy beaches, traveling the world, or enjoying myriad other fun or leisurely activities and hobbies. Although retirement is often depicted or imagined in this...

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The FMB Blog

Understand the Ins and Outs of Medicare

11/7/17 If you’re turning 65 soon, it’s time to learn the ins and outs of Medicare, the federal health insurance program for seniors that is run by the Centers for Medicare & Medicaid Services (CMS). Currently, 57 million beneficiaries—or...

4 Key Steps Every Athlete Must Take Before Hiring a Financial Planner or Advisor

10/31/17 Many financial planners dream of landing an athlete or celebrity as their client, but the truth is, not every financial planner has the tools and expertise to handle the complexities of managing a portfolio like this. Most clients have...

7 Estate Planning Mistakes (and How to Avoid Them)

10/24/17 Most people would probably prefer to put off planning for their death. But if you own anything of value—and most people do—then you’ll want to add estate planning to your to-do list soon. An estate plan establishes what will happen to...

Off to College: Books, Bedding and a Power of Attorney?

9/11/17 When your child prepares to head off to college, putting a power of attorney in place for them is likely the last thing on your mind. After all, they’re just about to test the waters of adulthood, of true independence, and there’s so much...

Financial Planning Steps after Losing a Spouse

8/15/17 Nothing can prepare you for losing your spouse. If you have recently been widowed, the world seems to demand rapid response to weighty decisions at every turn. Among the hardships of losing a spouse are legal decisions, financial pressures...