MidWestOne Investment Services Blog
Submitted by MidWestOne Investment Services on December 16th, 2020
In an increasingly paper-free society, organizing your financial documents can still be a challenge. No matter how simple or complex your financial picture might be, it takes some thought-out organization to keep your tax documents, service records, and paid bills in a format that will allow you to easily access information when you need it.
Submitted by MidWestOne Investment Services on December 16th, 2020
This year looks to be a record year for capital gain distributions
Submitted by MidWestOne Investment Services on December 16th, 2020
Financial wellness, like physical wellness, isn’t something you should ignore. Instead, it's a critical concept for anyone who wants to be knowledgeable and confident about their finances, and in fact, financial wellness is so important that more than half1 of employers now offer financial wellness programs to their workers.
Submitted by MidWestOne Investment Services on December 16th, 2020
New Year's is traditionally the time to review your life and make resolutions for change. In addition to thinking about working out, eating healthy, and meeting personal and professional goals, you should also think about your finances. To make the most of the New Year, keep the following tips in mind.
Submitted by MidWestOne Investment Services on November 24th, 2020
Charitable giving is a way for affluent individuals spread their money around and to benefit causes that are near and dear to their hearts. Yet, for those who fall into the high net worth category, it is critical to structure charitable giving correctly so that you will reap the tax benefits while making the greatest impact.
Submitted by MidWestOne Investment Services on November 23rd, 2020
If giving to charity is important to you but you have more time than money, you may wonder whether your donation of manpower will be as valuable as cash. For many charities, the answer is an unequivocal yes. Below are some tips and tricks that can help you optimize your charitable giving through volunteer work.
Submitted by MidWestOne Investment Services on November 23rd, 2020
A business plan is critical when you're getting ready to launch a business. It helps you stay organized on the path to your goal, while also helping you to hone in on key concerns such as funding objectives and marketing plans. At the same time, your business plan can also help you attract investors.
Submitted by MidWestOne Investment Services on November 18th, 2020
Submitted by MidWestOne Investment Services on October 28th, 2020
Tips for discussing nursing homes and LTC facilities with an aging parent
Nursing homes and long-term care facilities have always been required to report all COVID-19 cases to state and local public health officials. But until recently, they were not required to share such information with federal health officials or make the information public. But that has changed.
Submitted by MidWestOne Investment Services on October 28th, 2020
Despite the dollars, fears and emotions – you can manage with planning
Long-term care (LTC) keeps you functioning in the face of devastating illnesses, disabilities and prolonged disorders such as Alzheimer’s disease. LTC kicks in when you lose the ability to care for yourself and can no longer do things such as bathe, dress or eat without help.