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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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Financially Savvy at Six Figures

Financially Savvy at Six Figures

Help your clients with these practical steps to make the most of their six-figure income.
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Yours, Mine, and Ours: Estate Strategies for Second Marriage

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.
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New Retirement Contribution Limits for 2024

New Retirement Contribution Limits for 2024

A look at the new, record-high retirement contribution limits from the IRS.
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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.


 

A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.
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Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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