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MidWestOne Investment Services Blog

Tips for Organizing Your Financial Documents

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.

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Capital Gains for the 2020 Season Could be Huge

Submitted by MidWestOne Investment Services on December 16th, 2020

This year looks to be a record year for capital gain distributions

 

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The Importance of Financial Wellness

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.

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New Year's Resolutions to Get Your Finances in Order

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.

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How to Structure Charitable Giving Throughout Your Lifetime

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.

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Contributing to a Charity When You Have More Time Than Money to Give

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.

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Who to Ask When You Need to Help With a Business Plan?

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.

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Year-End Planning

Submitted by MidWestOne Investment Services on November 18th, 2020

COVID-19 Makes Us Scared of Nursing Homes

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.

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Prepare for Long-Term Care Before the Need

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.

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  • Phone: 319-341-2001
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