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.
4 Reasons to Change Retirement Plan Providers by Vanessa Spenard, CFP® Wealth Advisor, Midland Wealth Management
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…
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.…
By David A. Allen, J.D.
By Stephen Hofmann
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…