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Discover valuable insights and practical tips to help you navigate your financial journey.
Payments Insider 1st Quarter 2024
In this issue we discuss ACH Rule Updates, Fighting Email Compromise, Beneficial Ownership Information Requirements, Third-Party Sender Audit Findings, and Why Small Businesses are Turning to Instant Payments to Improve Cash Flow
December 2023 in Review
Welcome to the monthly market update from Midland Wealth Management. I am Chris Zabel, Assistant Portfolio Manager. Today I wanted to take a few minutes to give you an update on the markets for the month of December.
Payments Insider 4th Quarter 2023
In this issue we discuss Identifying Risks and Mitigation Techniques for RDC Commercial Users and A FAST Comparison of Faster Payments Options
Plan Sponsor Update 2024 Retirement and Employee Benefit Plan Limits
The Internal Revenue Service released 2024 cost-of-living adjustments for dollar limitations on benefits and contributions. These include employer-sponsored retirement and welfare plans and may affect how plan sponsors administer their plans in the coming year.
November 2023 in Review
Welcome to the monthly market update from Midland Wealth Management. I am Dan Zeigler, Senior Portfolio Manager. Today I just wanted to spend a few minutes to give you an update on the markets for the month of November.
Building Wealth and Security: The Power of a Financial Plan
Creating a comprehensive financial plan involves considering various aspects of your life.
Cybersecurity Awareness Month: It's That Time of Year
Did you know that October is Cybersecurity Awareness Month? It’s true – since 2004, the President of the United States and Congress have declared October as a month dedicated for the public and private sectors and tribal communities to work together to raise awareness about the importance of cybersecurity.
October 2023 in Review
Welcome to the monthly market update from Midland Wealth Management. I am Dan Zeigler, Senior Portfolio Manager. Today I just wanted to spend a few minutes to give you an update on the markets for the month of October.
Market Outlook Newsletter 4th Quarter 2023
A near-term recession continues to be elusive as the employment market remains healthy and inflation continues to moderate.
Estate Planning Tools: Transfer on Death Instrument
The Illinois Real Estate Transfer on Death Instrument Act (755 ILCS 27/1 et seq.) has been in existence for a little over a decade now, and consideration should be given to using a transfer on death instrument (“TODI” in this article) as part of your estate plan. But what is a TODI? And does everyone need one? The goal of this article is to provide a general overview of the TODI and help you determine if your estate plan should include one.
Payments Insider 3rd Quarter 2023
In this issue we discuss The Perks of Positive Pay, The Rise of Business Email Compromise, Why FedNow® Isn’t a Payments App, and Exchange Framework Validated for E-remittance Information
September 2023 in Review
Welcome to the monthly market update from Midland Wealth Management. I am Dan Zeigler, Senior Portfolio Manager. Today I wanted to spend a few minutes to give you an update on the markets for the month of September.