Skip to main content
menu

BUSINESSES ONLY SmartVault Portal Link    Click Here To Get Your Free Financial Checklist   Secure Document Upload

  • Home
  • About
    • Our Story
    • Your Midwest financial Group Team
    • Awards and Recognition
    • Join Our Team
  • Our Services
    • Financial Planning
    • Retirement & Income Planning
    • Accounting & Tax Services
    • Corporate Group Employee Benefits
    • Medicare & Individual Health Plans
  • Resources
    • Retirement Planning Quiz
    • Newsletters
    • Events
    • Videos
  • S.P.A.R.K. Society
  • Blog
  • Contact
  • Client Login

Blog

Matthew Cuplin | Oct 17, 2022

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
Read More
Matthew Cuplin | Sep 17, 2022

Asset Allocation and Risk Allocation

Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
Read More
Matthew Cuplin | Aug 18, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
Read More
Matthew Cuplin | Aug 14, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
Read More
Matthew Cuplin | Jul 14, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
Read More
Matthew Cuplin | Jun 14, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
Read More
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.
Read More
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
Read More
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.
Read More
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.
Read More
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.
Read More
Matthew Cuplin | Aug 16, 2021

A Lesson In Turbulence: Trust Your ‘Financial Pilot’

When financial turbulence hits, you need to trust your pilot.
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Current page 2
  • Page 3
  • Next page Next ›
  • Last page Last »

Questions? Want to learn more? Let’s talk!

Request a Consultation

Location

 

Madison (Main office)
1806 Seminole Hwy
Madison, WI 53711

Madison
2923 Marketplace Drive, Ste 208
Madison, WI 53711

Platteville
55 East Main Street
Plattevile, WI 53818

Prairie Du Sac Office
452 Water St
Prairie du sac, WI 53578

Contact Info

 

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

     

Get In Touch

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.

Privacy    Form CRS
© 2023 Midwest Financial Group All rights reserved.