By Doug Warren, JD

As you may be aware, each year the IRS adjusts its dollar limitations on benefits, contributions and key employee compensation under qualified retirement plans. These changes affect how plan sponsors…

By Edward Avery, JD, CTFA AARP has reported that 3 out of 4 U.S. adults have experienced or have been targeted by at least one form of fraud. Scams and fraud have soared across the U.S., but…

By David A. Allen, J.D.

Don't Go Forward Without a Plan by Stephanie Jacobs, MBA, AFIM® Senior Wealth Advisor, Midland Wealth Management  

By Doug Warren, J.D. One of the most common questions we hear from clients is, “Do I need a Trust?” While I like giving neat-and-tidy answers, this is not one of those questions where that can…

by Doug Warren, JD   In 2021, Illinois reported the largest outmigration of residents of any state, and Illinois has now marked eight consecutive years of population decline. Many of the…

Don’t Wait to Save or Invest by Stephanie Jacobs, MBA, AFIM®Senior Wealth Advisor, Midland Wealth Management     I’m Stephanie Jacobs, Senior Wealth Advisor at Midland Wealth Management.

by Doug Warren, JD

Don’t Be a Sell Out by Stephanie Jacobs, MBA, AFIM® Senior Wealth Advisor, Midland Wealth Management     I’m Stephanie Jacobs, Senior Wealth Advisor with Midland Wealth Management.