First State Financial Management

First State Financial Management, Inc.

225 East Columbia Street Farmington, MO 63640

Phone:

Wealthy Colleges Face Expanded Endowment Tax

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Food prices have risen more than 22% since the beginning of 2020, but shopping strategically might help households spend less on groceries.
What Is Asset-Based LTCI?

Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.
Investing with Market Cap in Mind

Holding stocks in companies of varied sizes through mutual funds or exchange-traded funds could help increase portfolio diversification.

Roth IRA Conversion

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

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