Stewardship Well Done Journey
STEP FIVE on the STEWARDSHIP WELL DONE JOURNEY is RETIREMENT.
Make monthly contributions to capture all 401(k), 403(b) matching funds.
As a financial professional, I often hear these kinds of questions from people: “What should I tackle first?”, “How do I prioritize my goals?” and “Where is the best place to save money for retirement?”.
Following the steps on the Stewardship Well Done Journey is the best way to put the first things first, financially speaking. Step #5 on the Journey is to begin to tackle Retirement savings. For most people, the best place to start saving for that phase of the future is in a retirement plan at work.
If you’re not sure if you have a plan available to you, check out your employee handbook or contact someone in your Human Resources department. If you discover that you don’t have a plan available, you could start saving for retirement by opening an IRA. There are even special options available to self-employed individuals, too.
It’s never too early or too late to start thinking about retirement. If you’d like to talk with us about your next best step forward, please contact us. We’d love to have a conversation with you.
One more note: If you are employed by a Free Methodist church or ministry, you may be eligible for a 403b. Click on the video below to learn about a 403b account. Contact us if you’d like to see if this option is available to you.
Step 5: Small Group Guide
A Personal or Small Group Guide for retirement.
Download and read our article about Retirement Planning.
What is a 403(b) plan?
CONTACT US TODAY TO BEGIN THE CONVERSATION
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
FMF Financial Services
8050 Spring Arbor Rd
PO Box 580
Spring Arbor, MI 49283
(517) 750-2727: phone
(517) 750-2752: fax