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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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Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.
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Understanding the SECURE Act 2.0

Understanding the SECURE Act 2.0

A timeline covering a few of the major provisions of the SECURE Act 2.0.
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Net Unrealized Appreciation (NUA) Explained

Net Unrealized Appreciation (NUA) Explained

Have you considered the special tax treatment on company stock held in a 401(k) plan?
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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.


 

How to Conquer the World - 5 Financial Strategies for Savvy

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.
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Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?
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