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.
Please contact us 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.
Some of our favorites
These infosheets are in PDF format.
- 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
- Facing the Complexities of Medicare