First State Financial Management

First State Financial Management, Inc.

225 East Columbia Street Farmington, MO 63640

Phone:

Test Your Knowledge of Estate Planning

Taking this quiz may help increase understanding of estate planning.
Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
Goodbye Passwords, Hello Passkeys

As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.
Consider Roth for Tax-Free Income

Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.

Roth IRA Conversion

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Cost of Retirement

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