Greater Midwest Blog | financial literacy (2)

How Wealth Management Works

Wealth management is a critical service for managing all of your assets, expenses, and resources to create a comprehensive plan for the future. But how does it work, exactly? And what makes it ...

When to Apply for Student Loan Forgiveness — 4 Key Dates to Know

Understandably, we’ve been getting a lot of questions about the Government’s decision to forgive student loan debt. For those with student loan debt, a lot of questions remain – am I eligible? Do I ...

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Wealth Management for Millennials: 5 Key Tips

Millennials are a unique generation. With so much economic turmoil in their lifespan, as adults millennials face a wealth of financial roadblocks (no pun intended). Between the 2008 crash, college ...

Does A Small Business Need a Benefits Consultant?

Business is expensive – and for many small business owners, they’re looking to skip unnecessary costs. Picking benefits is already an expensive process, so some business owners are reluctant to spend ...

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Watch Out for These Common Financial Scams!

We’ve been hearing it from our clients and seeing it in the news: financial scammers are getting smarter and smarter. This means scams that are really hard to spot, and lead people to losing money ...

What is Portfolio Management?

One of the fundamental areas of personal or business finance is a portfolio – but what is it, exactly? And why does it matter? Today, we’ll go over the basics of portfolios, portfolio management, and ...

What is a Health Savings Account (HSA)?

For those looking for a better way to pay medical expenses, a Health Savings Account (HSA) can be a fantastic option. This type of savings account offers unique benefits, including advantages for ...

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How to Pick Health Benefits That Are Right for You

Few things cause as much stress as choosing health benefits. There’s a seemingly endless web of options and confusing, dense language to sift through. It all adds up to a negative experience for most ...

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What is Elder Care Law?

If you care for an elder, whether they’re a parent, spouse, or other family members – you know how difficult it can be for them to get the care that they need. Many factors like healthcare, financial ...

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