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...

Our Mixed Up, Messed Up Relationship with Investment Risk

    5/26/16 “What the imagination can’t conjure, reality delivers with a shrug.” – Trumbo (movie voice-over)   Whether it’s the recent destruction wrought by Canada’s Fort McMurray oil sands wildfire, a potential June “Brexit” from the European...

Socially Responsible Investing

5/5/2016 Many investors are starting to research the companies that they invest in to find out if they care about their impact on the environment, if they are socially responsible, and if they invest in sustainable programs. This is increasingly...

Are You Unintentionally Sabotaging Your Estate?

4/22/2016 If you’re like many Americans, you’re working hard to make a good living and provide all the perks of life to your children and family members. On the surface, this seems to make sense. Obviously, we all want  to take care of the ones we...

Why Your Portfolio May Not Be as Diverse as You Think

4/06/2016 As a savvy investor, you probably already know that diversification is key to having a balanced, secure and low-risk financial portfolio. By dividing your assets among a variety of asset classes, industries, geographic regions, and stock...

Gender Gap in Retirement Security Sentiment

3/17/2016 The ninth annual America Saves Week survey indicates that more Americans doubt their ability to maintain their quality of life during their retirement years. A slight majority of those surveyed, 52% of respondents, stated that they had a...

Social Security File & Suspend Deadline is Approaching

3/10/2016 April 29 is the Last Day to Suspend Retirement Benefits Under Current Rules The Social Security Administration recently announced a major shift for retirees that is slated to take effect this spring under the Bipartisan Budget Act of 2015...

The Persistence Scorecard

03/04/2016 The Short-Lived Success of Active Fund Management The higher they soar, the harder they fall or Why Pay a Premium for Underperformance? Making a case for low-cost passive management Many active fund managers measure their worth and...

Tips on Assisting Aging Parents with Their Finances

2/02/2016 As your parents age, it may become more difficult for them to handle financial responsibilities on their own. Relinquishing independence, especially on financial matters, is often a sensitive topic and should be broached carefully, but it...

10 Important Income Tax Changes in 2016

1/20/2016 The new year has begun and so has a new tax year. By understanding the latest changes in the tax code, you can better plan for this tax season and your 2016 financial goals. Here are 10 of the most important tax changes to be aware of this...

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The FMB Blog

Giving Thanks and Making an Impact

11/26/19 As you gather around the table with loved ones on Thanksgiving and talk about what you are thankful for, do you sometimes wonder how you might share your abundance in the most impactful way?  Does your family have a charitable mission...

More Frightening than Halloween

10/22/19 As the leaves begin to turn and fall is in the air, there is another change that seems to be a common occurrence...this is also the time of year when many couples decide to divorce.  While we hope you never have to experience this life...