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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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Top-down image of a woman sitting at a cluttered desk. She's holding her head and looking down.
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.
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Hand holding a page with several charts on it
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.
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Focused young woman shopping online on her laptop
Matthew Cuplin | Aug 18, 2022

Financial Planning for Young Professionals

Investments
Finance
It’s never too early to start planning for your financial future.
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Professional-looking man sitting in an office. There is a laptop and a stack of files in front of him.
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.
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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
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.
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Two yellow balloons with smiley faces on them
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?
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Two men sitting at a table and having a conversation
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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Elderly woman doing yoga in a park
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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