Archive for January, 2018

Wealth Management eNewsletter

Wealth Management Monthly eNewsletter (Jan. 2018)

January 31st, 2018 madmin

In this month’s newsletter, we share a few of the 2018 market issues and review the investment implications of the tax reform bill. MidWestOne’s monthly Wealth Management eNewsletter discusses a variety of personal financial topics, including planning for the future, managing your wealth, using Private Banking services to simplify your life and more. Each eNewsletter also […]

These 5 simple things make it easier to fatten your nest egg

January 22nd, 2018 Kara Sabo

Key takeaways Automate where possible. Track your spending. Make little changes and stick to them. Be smart when it comes to credit. Delay gratification. Like dieting and exercising, saving money is one of those things that all of us know we should be doing, but often don’t. With everyday expenses, and milestones like sending your […]

Charlie Funk

A note from Charlie – financial New Year’s resolutions

January 11th, 2018 Charlie Funk

It is a New Year! As I sit down to write my first blog post of 2018, I have been given the assignment of sharing financial New Year’s resolutions. The first thing everyone should do is to understand how the recently passed federal legislation will affect their tax liability. Contrary to what you may have read, the […]

This list of advantages and disadvantages will help you decide to rent or buy

January 11th, 2018 Chase Stafford

Key takeaways Review the list of advantages and disadvantages of leasing and buying. Make a list of pros and cons for your business. Don’t be afraid to ask for help. Talk to a trusted advisor about your unique situation. Is your business growing? Are you running out of space? As your business gets bigger, you […]

Need a mortgage? Here are three things your lender will review …

January 11th, 2018 madmin

Key takeaways Monitor your credit on a regular basis. Maintain a steady income to establish a strong employment history. Be conscious of your overall assets and collateral Wouldn’t it be great if buying a home would be as easy as going to a grocery store, picking your home from the shelf and paying for it […]