Saturday |  May 1, 2021

During the month of May we will be focusing on Step 5 of the Stewardship Well Done JourneyRETIREMENT. In this step we invite you to make sure you are making monthly contributions to capture all 401(k) and/or 403(b) matching funds. This is a first glance at retirement funds and your initial step is to make sure you are taking advantage of the matching funds that may be available to you through your employer. We also invite you to explore other retirement fund options, such as an IRA, especially if your employer does not offer retirement benefits.

For those of you who are just starting out in your career, it isn’t too early to start saving for retirement! Systematically saving for retirement throughout your career is ideal. However, if you are in the middle or your career, or even if the finish line is in sight, it isn’t too late! If you have put off planning for your retirement, you can still begin today! We invite you view the brief video below and to join us throughout the month as we highlight other resources regarding retirement. If you are ready to begin the retirement conversation, please contact us today!



Should You Pay for Your Funeral in Advance?
My wife and I have been thinking about preplanning our funerals now so our kids will not have to later, but we would like to find out if it is a good idea to prepay. What can you tell us?
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Gift Tax Surprise
Bill: “Every year I pay income tax. And when I pass away my estate will owe tax. But I was absolutely stunned today to hear that I might even have to pay a gift tax! Do you mean that if I give this land to my children, there is yet another tax?”
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Gig Workers’ Taxes
In IR–2021–97, the Internal Revenue Service reminded gig economy workers that they will need to file tax returns by May 17, 2021.
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Gift Annuity for Real Estate
Jonathan purchased a home many years ago for $80,000. The home has appreciated substantially over the years and is now worth $420,000.
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Content from Crescendo Interactive. 


We believe that with effective counsel and financial management, each person can multiply the impact of the resources entrusted to their care. 


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

FMF Financial Services

8050 Spring Arbor Rd
PO Box 580
Spring Arbor, MI 49283
(517) 750-2727: phone
(517) 750-2752: fax