Midwest Wealth Management was built on a foundation of honesty, trust, and integrity. Offering objective advice and open communication, we strive to help our clients feel confident with their financial future.Learn More
Our strategy looks at a client’s entire financial picture. By understanding all elements of a client’s financial situation, we can develop a customized strategy that helps them pursue their short and long-term goals.Learn More
A solid financial plan is one that can grow with you through the many milestones of life. We strive to develop a comprehensive financial strategy for clients that is customized to meet their unique needs.Learn More
A Client-Focused Financial Services Firm in Nebraska
At Midwest Wealth Management, we are committed to serving our clients with the highest level of comprehensive service and individualized care. We understand how overwhelming financial planning can be. Our goal is to demystify the complexities and develop a strategy that helps you feel confident in your financial future.
Based in West Point, Nebraska, we work with clients across the country. Working with Midwest Bank, we frequently serve bank clients throughout Nebraska, including in Lincoln, Norfolk, Pierce, York, Plainview, Creighton, Deshler, Wisner, and Pilger. Wherever you are in life - whether you’re growing your family, building your career, or transitioning into retirement - we seek to guide you through life’s transitions.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Regardless of how you approach retirement, there are some things about it that might surprise you.
When to start? Should I continue to work? How can I maximize my benefit?
Probate can be a completely public process, or it can be managed to include as little information as possible.
A look inside the U.S. government's statistics on household net worth.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator demonstrates the power of compound interest.
Estimate the total cost in today's dollars of various mortgage alternatives.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
If you died, what would happen to your email archives, social profiles and online accounts?
The average retirement lasts for 18 years. Are you prepared to fill that many days?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
There are hundreds of ETFs available. Should you invest in them?
There are three things to consider before dipping into retirement savings to pay for college.
Around the country, attitudes about retirement are shifting.