All Articles | Tucker Bria Wealth Strategies

Retirement

9 Facts About Social Security
What Is a Roth 401(k)?
Retirement Is a Beginning
Conquering Retirement Challenges for Women
SECURE Act 2.0: An Overview
Understanding the SECURE Act 2.0

Estate

Critical Estate Documents
Estate Management Checklist
Trends in Charitable Giving
Why Everyone Needs an Estate Strategy
Managing the Risk of Outliving Your Money
Managing an Inheritance
Are You Prepared for an Estate Tax Sunset?

Investment

The Business Cycle
TIPS for Inflation
How Stocks Work
The ABCs of Zero Coupon Bonds
The Ivory Tower Changes Wall Street
The Anatomy of an Index
What’s Your Investment IQ?
Separating the Signal From the Noise
The Sequence of Returns
Your Shifting Risk Tolerance
Do Our Biases Affect Our Financial Choices?
Key Money Moments: 4 Times You Should Talk to a Pro

Insurance

What to Look for in an Extended-Care Policy
Gap Insurance for Leased Cars
Questions to Ask About Medicare
Life Insurance Myths: Debunked

Tax

How Income Taxes Work
What Do Your Taxes Pay For?
Tax Deductions You Won't Believe
What's My 2023 Tax Bracket?

Money

The Economic Journey of Your Morning Coffee
Making a Charitable Contribution
Personal Finance Calendar
What Can You Buy With 529 Distributions?
What To Do When Your Income Reaches 7 Figures

Lifestyle

Fixed or Variable Mortgage, Which Should You Pick?
Stop Wasting Money
Building Your Legacy
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Pickleball in Retirement

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.