One of the companies we use, MFS Investments, has a collection of informative newsflyers that we thought our clients and friends might appreciate. These “ infosheets” are well written, easy to read, and cover a variety of personal financial issues. Some of the topics that we found especially helpful are listed below. Click on the link to read the pdf.
- Financial Issues as Retirement Draws Near,
- Understanding Required Minimum Distributions (RMDs),
- Nine Important Estate Planning Steps,
- Understanding Estate and Inheritance Taxes,
- Understanding Your College Savings Options,
- Nine Steps to Raising Money Smart Kids,
- Caring for Aging Parents, and
- Facing the Complexities of Medicare.
Please call our office at (231)933-0846 if you would like to receive a copy of one or more of these infosheets or if you would like other information regarding the financial issues that most concern you.