MCA Insights Blog

As we bid farewell to 2024, we find ourselves reflecting on a truly momentous year for Midwest Capital Advisors (MCA). This year marked not only our 20th anniversary in the private wealth management and institutional retirement plan space but also the significant milestone of surpassing $1 billion in assets under management (AUM).

The lessons learned in 2023 will undoubtedly shape future investment strategies, emphasizing the importance of adaptability and staying informed in an ever-changing financial world.

Charitable giving not only supports the causes you care about but also offers potential tax benefits. By implementing tax-efficient charitable donation strategies, you can make a meaningful difference in the world while optimizing your financial situation. Let’s explore some effective strategies to help you maximize both the impact of your donations and the tax advantages

Retirement budgeting helps you understand how income and spending change, minimize tax liabilities, and maximize Social Security benefits.

Dreaming of a vacation to Alaska? Unfortunately, it’s not the most economical travel destination. Here are four things to keep in mind when planning your Alaskan getaway.

In honor of Father’s Day, we asked Jack Tunge, CFP® at Midwest Capital Advisors, and proud “girl dad” to Charlie for his feedback on various topics ranging from saving for college to planning for retirement and the importance of taking an active role in teaching financial literacy.

Budgeting for your retirement hobbies probably doesn’t sound like a great time, but it will help take some of the guesswork out of your golden years.

While dentists are highly trained professionals, dental school does not necessarily prepare graduates to understand their finances or life as a business owner.