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Discover valuable insights and practical tips to help you navigate your financial journey.
August 2023 in Review
Welcome to the monthly market update from Midland Wealth Management. I am Dan Zeigler, Senior Portfolio Manager. Today I wanted to take a few minutes to give you an update on the markets for the month of August.
What is a Qualified Charitable Distribution?
Most Americans give to charity on a regular basis. What many Americans may not realize is that their charitable donations are not receiving the same tax benefits that they once did.
Charitable Giving Strategies
Charitable giving is a great way to help save on income taxes, maximize your impact on a charitable legacy you hold dear to your heart, and potentially help minimize death taxes.
Market Outlook Newsletter 3rd Quarter 2023
The long-awaited recession has not yet arrived. Economic and market indicators have investors wondering if the Federal Reserve has achieved a soft landing.
Will a Nursing Home Take All My Assets?
A concern we frequently hear goes something like this: “If I ever go into a nursing home, they’re going to take all my assets!” While this concern may not be accurate, the underlying fear is real: all your life savings being used up to pay for your end-of-life care, leaving little left for your loved ones.
The Value of Working with a Financial Advisor
To create a rewarding financial plan and achieve a sense of security and peace of mind, you may want to consider consulting with a financial advisor.
Charitable Giving
A giving legacy can help fulfill your philanthropic goals.
Market Outlook Newsletter
2nd Quarter 2023
While the labor market continues to remain solid, the impact of tighter credit conditions may result in slower economic growth.
Retirement Plan Legislation Secure Act Highlights
The new law requires employers to set a default contribution rate of at least 3% but not more than 10% for the employee, plus an automatic contribution escalation of 1% per year up to a maximum contribution rate of at least 10% but not more than 15%.
Crypto Insights: Exploring What Happened with FTX
By now everyone has heard of the collapse of crypto exchange FTX and its founder, Sam Bankman-Fried (known in the crypto community as SBF). FTX was viewed as one of the darlings of the crypto space. It was thought to be among the most secure. SBF was even lobbying for crypto regulation. FTX was believed to be stable in an extremely volatile space. Having it collapse in the way it did is what’s really shocking. Its collapse has played a huge role in what is happening in crypto right now.
Planning For Retirement: Begin With a Financial Plan
A financial plan helps track income, expenses, and investments to manage your finances better for current and future needs, including your retirement goals.
Navigating the Trustee Selection Process
Trusts have been part of the estate planning conversation for over a thousand years and have become the primary estate planning vehicle in use today. The Trustee is charged with certain duties relative to their role. While being nominated may be an honor, serving as a Trustee carries risk and responsibilities.