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Wealth Management
Posted: 11.18.2020

Doug Warren, J.D., Trust Officer, discusses Charitable Giving and Qualified Retirement Plans during a Rockford Park District Foundation Virtual…

Posted: 11.18.2020

Trust Officer, Robert Torbert, J.D., provides an overview of Charitable Remainder Trusts and their benefits during a Rockford Park District…

Posted: 07.07.2020

by David A. Allen, J.D.

As I mentioned in my previous blog post, we are witnessing the devastating impact of the COVID-19 crisis on…

Posted: 05.04.2020

An estate plan can help protect your family and finances during your life and after you die. It is important to review your estate plan after any life-changing event. These events include marriage…

Posted: 04.10.2020

In an effort to keep our clients informed, please note the following 2020 Coronavirus Aid, Relief and Economic Security (CARES) Act retirement highlights for individuals:

Deadlines…

Posted: 04.03.2020

Hardship Distributions: Eliminates the 10% early withdrawal penalty tax on early withdrawals up to $100,000 from a retirement plan or IRA for an individual:

Posted: 02.19.2020

Midland Wealth Management’s Socially Responsible Portfolio is structured with high quality funds investing in the fixed income, equity and alternative markets. In addition to the normal…

Posted: 02.05.2020

The rules and regulations are ever-changing and one of Midland Wealth Management’s goals is to keep clients informed. Congress passed the federal government spending bill and was signed into law…

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