The earlier education and
planning start, the bigger your
savings egg will be allowed to
grow.
planning start, the bigger your
savings egg will be allowed to
grow.
Early and Often, That is the Key
There are a lot of books, brochures, seminars, and websites out there
for charting your financial future. Whether your goal is for retirement,
college, estate planning, or simply next year’s vacation, they all have
one thing in common—START EARLY.
Even if in small amounts, regularly scheduled contributions, if started
early enough, can save thousands in cash needed for catching up in
later years. For example, a rule of thumb—The Rule of Seven, a person
who’s parents made a $50/month contribution from birth to seven
years of age, then stopped, would reach an account balance of $1
MILLION by the age of 52 (assuming 12% return). Or, contribute
$50/month from age 8 through 52, reaching $1 MILLION at the same
time. To see how this example works, contact Mark Williams.
for charting your financial future. Whether your goal is for retirement,
college, estate planning, or simply next year’s vacation, they all have
one thing in common—START EARLY.
Even if in small amounts, regularly scheduled contributions, if started
early enough, can save thousands in cash needed for catching up in
later years. For example, a rule of thumb—The Rule of Seven, a person
who’s parents made a $50/month contribution from birth to seven
years of age, then stopped, would reach an account balance of $1
MILLION by the age of 52 (assuming 12% return). Or, contribute
$50/month from age 8 through 52, reaching $1 MILLION at the same
time. To see how this example works, contact Mark Williams.
- Financial education to help with family finances or
retirement/estate planning—let us help.
- Retirement should not be a trade-off, treat it like your bills—a
necessity.
- Review your plan and goals annually.
- Dream big. Define your success and let us help you get there.
- For a FREE checkup and review of your overall financial health
and plan, please call or e-mail Mark Williams.
Financial Education/Planning
Our Mission
Helping families and their
businesses define and achieve
success through education and
planning.
businesses define and achieve
success through education and
planning.
Contact us:
2820 Sweet Briar Dr.
Independence, MO 64057
Ph 816-223-2067
Fax 816-795-8835
E-mail: mark@mdwtax.com
2820 Sweet Briar Dr.
Independence, MO 64057
Ph 816-223-2067
Fax 816-795-8835
E-mail: mark@mdwtax.com
| MDW Tax and Financial Services Making Your Dreams Work for You |
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