Midwest Financial Group

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠.

We provide holistic financial planning services which incorporate investment, tax, retirement, insurance, business, and estate planning strategies for our clients.

“Please visit www.avantaxwealthmanagement.com/social_policy for more information” Insurance services offered through an Avantax affiliated insurance agency. Additional Location:
332 Minnesota Street Suite W2350
Saint Paul, MN 55101

And the Executor Is 08/26/2024

Here are a few key factors to consider when naming an executor for your estate.

And the Executor Is The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

A Look at Systematic Withdrawals 08/23/2024

How long will your retirement money last with regular withdrawals? Have you run the numbers?

A Look at Systematic Withdrawals This calculator may help you estimate how long funds may last given regular withdrawals.

Data Thieves from Outer Space 08/21/2024

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.

Data Thieves from Outer Space Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

Caring for Aging Parents 08/19/2024

Have a strategy for discussing healthcare with your parents.

Caring for Aging Parents As our nation ages, many Americans are turning their attention to caring for aging parents.

Do Your Kids Know The Value of a Silver Spoon? 08/16/2024

The average college senior graduates with credit card debt. How will your kids manage money?

Do Your Kids Know The Value of a Silver Spoon? You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

My Retirement Savings 08/14/2024

Are you worried about outliving your retirement savings? You are not alone.

My Retirement Savings Estimate how long your retirement savings may last using various monthly cash flow rates.

Understanding Money Market Funds 08/12/2024

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.

Understanding Money Market Funds Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Retirement Is a Beginning 08/09/2024

Ready to retire? Prepare with these key questions for those ready to take the big step.

Retirement Is a Beginning Key questions to answer when you are considering retirement.

Monthly Market Insights | August 2024 08/08/2024

Stocks edged higher in August as investors monitored economic reports for the Fed's next move with short-term interest rates

Monthly Market Insights | August 2024 Stocks edged higher during a volatile month of trading as investors monitored economic reports about the Fed’s next move with short-term interest rates.

Life and Death of a Twenty Dollar Bill 08/07/2024

Here’s a look at what goes into creating a \$20 bill and what determines when a bill’s lifespan ends.

Life and Death of a Twenty Dollar Bill How long does a $20 bill last?

Should I Accept a Free Credit Lock? 08/05/2024

Do you know the difference between a credit lock and a credit freeze?

Should I Accept a Free Credit Lock? Learn the ins and outs of credit locks, freezes, and more.

Leaving Your Lasting Legacy 08/02/2024

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:

Leaving Your Lasting Legacy Want to do more with your wealth? You might want to consider creating a charitable foundation.

How Retirement Spending Changes With Time 07/31/2024

Do you know how much you’ll spend during your retirement? The answer may be more complicated than you’d expect. Learn more here.

How Retirement Spending Changes With Time It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

Where Is the Market Headed? 07/29/2024

We all want to know, “What’s next for the financial markets?” But no one knows for sure.

Where Is the Market Headed? We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

The Power of Compound Interest 07/26/2024

Ben Franklin used compound interest to make big contributions to his two favorite cities.

The Power of Compound Interest Learn how to harness the power of compound interest for your investments.

Saving for College 07/24/2024

How many ways can you pay for college? Loans, grants, savings and investments, to name a few.

Saving for College This calculator can help you estimate how much you should be saving for college.

Comparing Mortgage Terms 07/22/2024

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.

Comparing Mortgage Terms Estimate the total cost in today's dollars of various mortgage alternatives.

Paying Off a Credit Card 07/19/2024

Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt.

Paying Off a Credit Card Enter various payment options and determine how long it may take to pay off a credit card.

Bi-Weekly Payments 07/17/2024

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?

Bi-Weekly Payments This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Capital Gains Tax Estimator 07/15/2024

Marginal tax bracket and holding period affect capital gains taxes. Learn more.

Capital Gains Tax Estimator Use this calculator to estimate your capital gains tax.

07/12/2024

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.

Just a moment...

07/10/2024

Tax freedom day: the day you begin earning money for yourself.

Just a moment...

Quarterly Market Insights | Q2 2024 07/09/2024

The stock market rallied in Q2 around AI and hopes that the Fed will manage interest rates with inflation trending lower.

Quarterly Market Insights | Q2 2024 Following a rocky start, stocks finished the second quarter higher as investors remained optimistic the Fed will manage interest rates with inflation trending lower.

Dreaming Up an Active Retirement 07/05/2024

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be inspired?

Dreaming Up an Active Retirement When you retire, how will you treat your next chapter?

Behavioral Finance 07/03/2024

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your financial strategy.

Behavioral Finance An amusing and whimsical look at behavioral finance best practices for investors.

Social Security Taxes 07/01/2024

The IRS can tax up to 85% of Social Security benefits. It may be possible to manage the tax bill.

Social Security Taxes Estimate how much of your Social Security benefit may be considered taxable.

Budget Check Up: Tax Time Is the Right Time 06/28/2024

Tax time can be a good time to give your household budget a checkup.

Budget Check Up: Tax Time Is the Right Time Tax preparation may be the perfect time to give the household budget a check-up.

Should You Ever Retire? 06/26/2024

Does it make more sense to push back , or not to retire at all?

Should You Ever Retire? A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Building Your Legacy 06/24/2024

Building a personal may be the highest order of altruism. It can begin with four simple steps.

Building Your Legacy A four-step framework for building a personal legacy.

Navigating Retirement Pitfalls 06/21/2024

Why are they made again and again? This piece helps make sense of these errors in judgement.

Navigating Retirement Pitfalls Why are they made again and again? Making sense of these errors in judgement.

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Address


3020 Harbor Lane North
Plymouth, MN
55447

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 3pm

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