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Blog

Matthew Cuplin | May 14, 2022

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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Matthew Cuplin | May 10, 2022

Staffing shortages, backlog hampered IRS in 2022 filing season, TIGTA says

Tax Planning
Continued personnel shortages and a growing backlog of some returns significantly impeded the IRS's performance during the 2022 income tax filing season that
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Matthew Cuplin | Apr 14, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Matthew Cuplin | Mar 14, 2022

Understanding Tax Scams

Tax Planning
Tax scams are likely to increase over the next few months. Here’s how to spot one.
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Matthew Cuplin | Mar 11, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Matthew Cuplin | Aug 16, 2021

A Lesson In Turbulence: Trust Your ‘Financial Pilot’

When financial turbulence hits, you need to trust your pilot.
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Midwest Financial Group | Jul 28, 2021

Retirement Calculator: Are You On Track to Reach Your Goals?

Retirement
Savings
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
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Midwest Financial Group | Jul 28, 2021

Living the Dream: How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
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Midwest Financial Group | Jul 28, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Matthew Cuplin | Feb 17, 2021

The Best Golfers (And Investors) Have The Best Caddies

Financial advisors are in many ways caddies to the clients they serve.
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Matthew Cuplin | Sep 2, 2020

Worried About Social Security's Future? Here's What You Should Know

People often fear that Social Security won't be around when they need it. But often, what they hear about the program is not totally accurate, so that's where
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Matthew Cuplin | Jul 28, 2020

Advisors Go Virtual, But Will This Continue After The Pandemic?

Virtual meetings have been a godsend for many financial advisors during the Covid-19 pandemic. But will this trend continue in an industry known for face-to
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Madison West (Main office)
1806 Seminole Hwy
Madison, WI 53711

 

Madison East
4009 Felland Rd, Ste 108
Madison, WI 53718

 

Platteville
55 East Main Street
Plattevile, WI 53818

Contact Info

 

P | 608-807-4775
F | 608-467-7772
E | mailbox@mfgteam.com

     

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This communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KY, MA, ME, MI, MN, MO, MT, NC, OH, OR, PA, TN, TX, VA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.  Fixed insurance products and services offered through CES Insurance Agency or Midwest Financial Group.

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