Saturday | January 1, 2022
HAPPY NEW YEAR!
Wishing you a strategic and blessed new year from FMF Financial Services.
FINANCES
SAVVY LIVING
How to Recognize and Prevent Financial Scams
Can you provide some tips on how to be protected from financial scams? My 76-year-old aunt was recently swindled out of $25,000 and I want to make sure my own mother is protected.
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PERSONAL PLANNER
Income for Surviving Spouse
Elliot and Alexis were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Elliot was 70, he rolled over his $400,000 qualified retirement plan into an IRA. Because he is now over age 72, Elliot is taking…
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WASHINGTON NEWS
Charitable Planning in 2022
A new year provides an excellent opportunity to consider plans for charitable gifts in 2022. These gifts could include an IRA charitable rollover, a gift of cash or a gift of appreciated stock or land.
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DONOR STORY
Sale and Unitrust
Gene and Carol purchased stock in a small medical service company several years ago. Now, Gene and Carol are looking for a way to save taxes.
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Content from Crescendo Interactive.
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Monday: 8:00am – 5:00pm
Tuesday: 8:00am – 5:00pm
Wednesday: 8:00am – 5:00pm
Thursday: 8:00am – 5:00pm
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Saturday: Closed
Sunday: Closed