Saturday | November 5, 2022
We have been hard at work developing content for a NEW quarterly newsletter that will give relevant information on all the services offered by your team at FMF. We anticipate sending the first issue around Thanksgiving or shortly thereafter, so stay tuned!Meanwhile, we’ll continue to also send this weekly newsletter that focuses on planned giving topics. We do want to be sensitive to the number of emails you receive and therefore want to highlight that you can use the links at the bottom of this newsletter to unsubscribe or adjust your frequency settings, if desired.THANK YOU for your patience! We are always looking for more ways to bring timely and interesting information to you. We hope you will think it was worth the wait!
FINANCES
SAVVY LIVING
How to Locate Past 401(k) AccountsHow do I find a 401(k) plan with a former employer? I contributed money to the account many years ago but forgot about it until recently.Read More »
PERSONAL PLANNER
Wills – Perils of ProbateBusiness Owner passed away on April 5, 1976, with an estate of $2.5 billion. Many people appeared claiming, “I am Business Owner’s heir” and submitted wills with themselves as beneficiaries.Read More »
WASHINGTON NEWS
End-of-Year Planning in 2022November is an excellent month 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 land.Read More »
DONOR STORY
Leading for the FutureLuke and Candice spent many years volunteering and supporting their favorite Free Methodist ministry. They wanted to give back in a way that would help fulfill its mission.Read More »
Content from Crescendo Interactive.
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Hours
Monday: 8:00am – 5:00pm
Tuesday: 8:00am – 5:00pm
Wednesday: 8:00am – 5:00pm
Thursday: 8:00am – 5:00pm
Friday: 8:00am – 4:00pm
Saturday: Closed
Sunday: Closed