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A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.
Matthew Cuplin | Jan 5, 2024

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
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A desk with a laptop, a yellow coffee cup, and a notebook on it. Next to the laptop is a vase filled with white flowers
Matthew Cuplin | Jan 1, 2024

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
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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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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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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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Unwrap A Holiday with Less Stress | Midwest Financial Group
Matthew Cuplin | Nov 17, 2022

Unwrap a Holiday with Less Financial Stress

Savings
Lifestyle
With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.
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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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Man holding his phone while checking his laptop
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 | 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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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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