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First State Financial Management, Inc.

Name: First State Financial Management
Address: 225 E Columbia St, Farmington, MO, 63640-3106, US
Telephone: 573-756-8971

225 East Columbia Street
Farmington, MO 63640

Phone:

573-756-8971 or 1-800-748-7169

Fax:

573-756-3431

E-mail:

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Newsletters

Moving to Another State? Consider These Tax Moves

Moving to a new state may have tax consequences that can follow you long after you settle in.

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Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

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Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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A Critical Combo: Life Insurance with Long-Term Care Benefits

Explains hybrid life+LTC policies that can provide care benefits or a death benefit.

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Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Car Affordability

How much can you afford to pay for a car?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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