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Wealth Management
Posted: 10.01.2021
Don’t Wait to Start by Stephanie Jacobs, MBA, AFIM® Senior Wealth Advisor, Midland Wealth Management     It’s said that fortune favors the bold so don’t wait to start investing.
Posted: 09.30.2021
By Kathryn Van Eeuwen, JD Although surveys differ, up to 68% of households in the United States are thought to contain one or more animals considered to be a pet. 1 And an astute observer might…
Posted: 09.09.2021
4 Reasons to Change Retirement Plan Providers by Vanessa Spenard, CFP® Wealth Advisor, Midland Wealth Management    
Posted: 08.02.2021
By Ronald A. Glenn, MA, CFP Putting together a will is often the first step in creating an estate plan, but the mere act of creating this document does not guarantee property will transfer according…
Posted: 06.29.2021
by Ed Avery, JD, CTFA How would you feel about losing over $220,000,000? Stefan Thomas said, “time heals all wounds,” and he is at peace with losing over 220 million dollars’ worth of Bitcoin.…
Posted: 05.31.2021
Change of (Retirement) Plans by Christo Schultz, Financial Advisor   Midland Wealth Management The pandemic has impacted every aspect of our well-being, including financial. Several surveys…
Posted: 02.26.2021
By Doug Warren, JD, Trust Officer We all know that in order to maintain good health, it is important to have regular checkups. In the same way, your estate plan needs similar attention in order to…
Posted: 01.12.2021
COVID-19 and 2020 will be forever known for its unprecedented challenges. But what about opportunities? Trust Officer, Ronald Glenn, M.A., CFP, discusses potential tax planning…
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