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Retirement

Women on the Rise
Split Annuity Strategy
Volunteering in Retirement
9 Facts About Retirement

Investment

Estimating the Cost of College
How Stocks Work
How to Invest in LGBTQ+ Friendly Companies
Required Reading: The Economic Report of the President
The Utility of Sector Investing
The Anatomy of an Index

Estate

Trends in Charitable Giving
Problems with Probate
Four Steps to Valuing an Estate
Estate Management Checklist
A Brief History of Estate Taxes

Insurance

The Value of Insuring Against Life’s Risks
Making Sense Of A Home Warranty
Understanding Extended Care

Tax

How Income Taxes Work
How to Make the Tax Code Work for You
Understanding Marginal Income Tax Brackets
Filing Final Tax Returns for the Deceased
What Do Your Taxes Pay For?
Do You Owe The AMT?

Money

U.S. Personal Savings Rate
The Half Million Dollar Baby
Buying vs. Leasing a Car

Lifestyle

Personal Finance Tips for Military Families
Pickleball in Retirement
Prevent a Rift: Money Tips for Newlyweds
Fixed or Variable Mortgage, Which Should You Pick?

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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. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. 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.

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Tracy D. Gillette is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Representative registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC, 6267 Carpinteria Ave, Carpinteria, CA 93013. 800-874-6910. Asset Money Management Inc. and PlanMember Securities Corporation are independently owned and operated companies.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.