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Discover valuable insights and practical tips to help you navigate your financial journey.
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.
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.