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Blog

     

 

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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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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Matthew Cuplin | Jul 7, 2020

Low Taxes: For A Limited Time Only

If you look at it historically, paying taxes now is arguably better for most Americans today than it ever has been.
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Matthew Cuplin | Jan 22, 2020

Do You Really Know What It Means To Be 'Diversified'?

Investors are often conditioned to measure the ups and downs of the market based upon a very narrow snapshot of it, like an index.
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