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Midwest Private Client Group

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Estate Management 101 The Cost of Procrastination Perception vs. Reality Coaches

Wouldn’t it be great if we could have a radiologist read our finances from an MRI and tell us what’s working and what’s not? Well, we can.

Get to know us. We discover. We educate. We create an economic treatment plan.

Do you wear a white coat?

  • Did you know you could have a lawsuit target on you just because you look wealthy?
  • If you get sick or hurt, what does your current disability insurance policy actually pay for? Your job is to think critically. Chances are, your disability policy might not cover that.
  • You’re trying to balance work and family life. Your finances shouldn't interfere.

Do you own a business?

  • Do you want to keep the business going for the next generation? Do you think that’s just going to happen on its own?
  • Are your key employees loyal? Really, are they truly loyal enough to stay, no matter what?
  • Can your business operate without you?
  • Do you have both children AND a partner? Who will ultimately get your business, your kids or your partner’s kids?

Helpful Content

Here’s the Retirement Crystal Ball You’ve Been Waiting For

Here’s the Retirement Crystal Ball You’ve Been Waiting For

Making retirement calculations isn’t about perfection; it’s about helping you prepare confidently.

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

 

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

The Big Picture–Yellen Walks Steady Line

Spoiler alert:  interest on excess reserves, forward guidance, and asset buys will remain important.

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Your Paycheck and You: A Love Story

Are you showing your paycheck the love it deserves?

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

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