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How to get the most income from Social Security with our new tool

Life is filled with opportunities. Will you be ready?

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Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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Retirement and Quality of Life

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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At Midwest Secure Retirement, We Think Differently About Your Retirement.

Retirement is an important life decision…but planning for retirement is an even more important decision. That’s why Midwest Secure Retirement (MSR) Financial Professionals spend the time required to help clients both plan for and achieve a secure retirement. While others often focus first on “selling products”, MSR focuses first on listening, so we clearly understand our clients’ goals, dreams and desires for retirement. Next, we help educate clients on their options using a distinct process, which helps clients understand important real-world financial concepts and dynamics. Third, we use this data as the foundation for a personalized retirement road map—a strategy that can build wealth, while still managing risk and protecting assets both before and throughout the retirement years. With this road map, we then look at suitable insurance and financial products available to help reach our clients' personal retirement goals with confidence.

As a general agency appointed with Ameritas Investment Corp, we are proud of our reputation for helping our clients create possibilities in their lives. Our experienced and knowledgeable professionals provide a "hands on" approach to financial guidance.

Contact us today to begin your retirement planning process. A process you’ll experience through Midwest Secure Retirement.


 

What to Look for in an Extended-Care Policy

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
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Mutual Funds vs. ETFs

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
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