First State Financial Management

First State Financial Management, Inc.

225 East Columbia Street Farmington, MO 63640

Phone:

Have You Set a Retirement Savings Goal?

Completing this simple worksheet can help establish a realistic retirement savings target.
Three Ways to Help Build Financial Resilience

Here are some steps to help handle challenging times and potentially emerge even stronger.
Key Retirement and Tax Numbers for 2026

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Individual Bonds vs. Bond Funds: What’s the Difference?

Individual bonds and bond funds can both provide an income stream, but there are important differences.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Roth IRA Conversion

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