Archive for March, 2017

Wealth Management eNewsletter

Wealth Management Monthly eNewsletter (Mar. 2017)

March 31st, 2017 madmin

In this month’s Wealth Management eNewsletter, we discuss why it’s important to diversify your investments to create a balanced portfolio. We also share the strategy MidWestOne uses to reduce risk to our own investments and ensure a consistent source of cash-flow. MidWestOne’s monthly Wealth Management eNewsletter discusses a variety of personal financial topics, including planning for the future, […]

scott jamison, ira, roth ira, empty nest, retirement planning, catch up contributions

IRA catch-up contributions limits for 2016 and 2017

March 23rd, 2017 Scott Jamison

As an Empty Nester, chances are you’re turning your attention to your upcoming retirement and your nest egg. If you’re left feeling like your nest egg could be bigger, make sure you familiarize yourself with IRA catch-up contributions. They are a valuable tool in increasing your retirement savings as you approach the golden age. What […]

How to write off the expense of starting your business

March 9th, 2017 Cory Ahrendsen

As an entrepreneur you know that start-ups incur costs before officially being open for business. The good news is that you may be entitled to deduct certain start-up and organizational costs on your tax return. Let’s take a closer look at how to write off the costs of starting your new business. Two types of […]

Charlie Funk

Note from Charlie – own your mistakes

March 9th, 2017 Charlie Funk

“Take care of your customers and those who should be.” For more than 82 years, this has been the simple mission of our company. We spend a considerable amount of time and money training all of our associates to provide excellent customer service. We also talk about “service recovery,” which is the name given to efforts to […]

Are you telling yourself these money lies?

March 1st, 2017 Kathy Swenson

Sometimes we’re our own worst enemy. It’s not different when it comes to our personal finances. When we want to make ourselves feel better about our finances, we often tell ourselves little lies to make it seem better than it actually is. The trouble is – if we do it too much, we may end […]