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Change of (Retirement) Plans

by Christo Schultz, Wealth Advisor

 

Midland Wealth Management

The pandemic has impacted every aspect of our well-being, including financial. Several surveys* found that Americans are worried now more than ever about meeting their retirement goals, requiring shifts and tactics, including:

  • Retirement contribution reductions to allow for more cash on hand,
  • Social Security benefit claim delays to increase monthly payments, as well as,
  • 401(k) or retirement fund withdrawals to supplement income.

 

COVID-19 fears linger and uncertainty remains for many current and future retirees – but we’re not as powerless as the pandemic makes us feel. We can focus on what is in our control – our retirement, finances and investments. It’s never been a better time to meet with an advisor. Midland Wealth Management is a team of trusted advisors dedicated to helping clients reach their financial goals.

  • We’re experienced, having managed client assets through several market cycles.
  • We serve in a fiduciary capacity, so you know your assets are managed by independent, credentialed professionals who provide unbiased recommendations and advice.
  • We truly care about our clients – investing time, energy and heart into every relationship, every experience, and every interaction.

 

Our strategy starts with you. Contact us today to create a plan built to withstand market swings and maximize retirement income.

 

*SimplyWise; Massachusetts Mutual Life Insurance Company

Midland Wealth Management is a trade name used by Midland States Bank and its subsidiary Midland Trust Company. Investments are not insured by the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank or any federal government agency, and are subject to risks, including the possible loss of principal.