FMI Financial Management, Inc.

Dying rich could be a costly mistake! Without a solid spending and distribution plan, your hard-earned wealth may shrink significantly after taxes—especially post-SECURE Act. Ensure your legacy benefits your loved ones, not just Uncle Sam. Plan wisely today to keep your wealth where it matters most! #WealthManagement #FinancialPlanning #LegacyBuilding

In the latest #WeeklyMarketCommentary: Analysts expect only a 3% increase in S&P 500 earnings, but the low bar and strong economic conditions suggest potential for an upside. Will stocks continue to rise? Find out what the experts are saying! Read the full report here: https://lnkd.in/gC-ci4SP

Don’t leave your digital legacy to chance! As digital assets become crucial in estate planning, ensure your smartphone, email, and online accounts are included in your will. With laws protecting access, your executor can manage your digital life just like your physical assets. Plan wisely for peace of mind! #EstatePlanning #DigitalAssets

The wait is over—NBA season starts today! Catch the defending champion Boston Celtics hosting the New York Knicks at 7:30 p.m. ET for an epic rivalry showdown. Then, gear up for the Minnesota Timberwolves visiting the Los Angeles Lakers at 10 p.m. ET, where LeBron James kicks off his record-tying 22nd season! Let the games begin! Who are you cheering for? #NBATipOff #BasketballIsBack

Protect what matters most during Estate Planning Week. Don't wait to secure your legacy. Contact FMI today for expert guidance on wills, trusts, and power of attorney. Our team ensures your wishes are honored and your loved ones are protected. Remember, annual beneficiary reviews are crucial—life changes, and so should your plan. Let FMI help you stay prepared. Schedule a beneficiary review today. #EstatePlanning #FMI #PowerofAttorney #Trusts

#NationalRetirementSecurityWeek reminds us of the importance of planning ahead. FMI specializes in crafting tailored retirement solutions for every stage of life. From 401(k) optimization to pension planning/ Take control of your future - reach out to us now and let us help you build a robust retirement plan. #RetirementPlanning #FMI #401k

Are you nearing 65 and planning to sign up for Medicare? Before diving in, know what Medicare **doesn't** cover! Understanding the gaps can help you make informed health decisions from essential items to specific services. Discover five crucial things to look out for in our latest article! #Medicare #HealthCareWisdom

In the latest #WeeklyMarketCommentary: Last month, Fed Chair Jerome Powell announced a half-percentage-point rate cut, emphasizing a “recalibrating” policy aimed at balancing inflation and growth. As the Fed navigates its dual mandate, these strategic adjustments will play a critical role in shaping the financial landscape. Stay informed and prepared for what’s next! Read the full report here: https://lnkd.in/e_K6EHuf

Are you a young adult wondering about your future? Don’t let skepticism about Social Security and Medicare derail your retirement planning! Discover what you need to know for a secure tomorrow. #Retirement #SocialSecurity #FinancialLiteracy

October is Cybersecurity Month! Here’s a crucial tip: When creating PINS or passwords, avoid easily guessed info like your birth date or phone number. Opt for unique combinations instead! And don’t forget to enable two-factor authentication—it’s an easy way to add an extra layer of protection for your accounts! #CybersecurityMonth #StaySafeOnline