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Blog

     

 

Matthew Cuplin | Jun 7, 2023

Finding Insights In Your Tax Returns

While we understand that taxes may not be the most exciting topic, they do present a fantastic opportunity for us to reassess and refine your overall financial
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A man sitting on a bench watching a plane take off
Matthew Cuplin | Jun 2, 2023

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them

Lifestyle
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what you do while you’re vacationing. And
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Hand holding a bill with a red "Past Due" stamp on it
Matthew Cuplin | May 19, 2023

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Parent reading a book to their newborn child
Matthew Cuplin | May 5, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Matthew Cuplin | Apr 21, 2023

Matt Cuplin joins Mission Matters to author new book!

We’re proud to announce that in the summer of 2022, Matt Cuplin, CFP®, and President/CEO added to his list of accomplishments ‘author’ as he helped co-write a
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Man sitting on a park bench and working on a laptop
Matthew Cuplin | Apr 21, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Toddler standing at the bottom of a stone staircase
Matthew Cuplin | Apr 17, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Ten key accounting calculator on a soft yellow desk
Matthew Cuplin | Mar 17, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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A calculator and a pen on top of a graph
Matthew Cuplin | Feb 17, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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Save for Retirement Simple IRA | Midwest Financial Group
Matthew Cuplin | Jan 17, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Matthew Cuplin | Dec 17, 2022

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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Matthew Cuplin | Dec 12, 2022

Best in State Top Next-Gen Wealth Advisors for 2022

Madison, WI (August 3, 2022) Midwest Financial Group, a provider of financial services in Madison, WI announced that Matthew Cuplin has been named to Forbes’ li

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