Financial Insights – Page 5 – MFG

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Financial Services
The Difference With MFG
Fiduciary Financial Advisors

No fees and no extra products or add-ons—we’re here for you, and only you.
Independent Financial Firm

We don’t report to investors or commissions, only our clients.
Our Proven Process

A holistic and grounded process customizable to each and every client.
Wealth Management Services

Personalized and effective support from experienced wealth managers.
Financial Services
Financial Planning

Create a plan and optimize your financial position — for now, and for the future.
Tax Planning

Reduce future and current taxation with our tax-efficient planning services.
Retirement Planning

Whatever a successful retirement looks like to you, we’ll help you achieve it.
Business Planning

Determine what your business is worth, and how you plan to move forward.
College Savings Planning

Start saving for your student now, and save on future worry down the road.
Investment Management

We’ll help invest your savings so they can help you meet your financial goals.
Estate Planning

Build a foundation for the future with our comprehensive estate planning services.
Charitable Giving

Give back to the community and leave a lasting impact.
Who We Help
Who We Help
Business Owners

Expert business planning, management, and consultation services.
Established Professionals

Wealth management strategies and forward-looking investment plans.
Early Investor Program

It’s never to late to start, and it’s never too early to save.
Who We Are
About Us
Who We Are

Financial planners with a fiduciary duty to you, and no one else.
Our Values

Transparency, partnership, hard work, and trust.
Our Team

Meet our expert financial planners and see what they can do for you.
Locations
Locations
Iowa City, Iowa

A team with local roots ready to help those in our community, and those beyond.
Financial Insights
Contact Us

Dependable Midwestern Financial Advisors

Financial Insights

IPERS or TIAA: A Guide for New University of Iowa Employees

Changes to Retirement Planning: Is your financial plan current after SECURE 2.0?

5 Common Investment Questions For $500k+ Households

OCTOBER 18, 2021

5 Most Common Investment Questions for $200-$500k Households

AUGUST 23, 2021

5 Most Common Investment Questions for Under $200k Households

JULY 28, 2021

More For Less: 2020’s Recession Showed The Structures and Innovation of Today’s Top Companies Versus Market Leaders of 25 Years Ago

JUNE 23, 2021

As an Iowan, how do I save for my kid’s college in the smartest way possible?

MAY 7, 2021

Do I Have Too Much Emergency Savings in 2021?

APRIL 12, 2021

Uber the Next Amazon?

FEBRUARY 22, 2021

Is Tesla the World’s Next Toyota?

JANUARY 13, 2021

S&P in Years of Returns Greater Than 10%: What Can it Tell Us?

DECEMBER 31, 2020

5 Financial Moves for Your 30s

OCTOBER 15, 2020

September: College Savings Month and the Benefits of Rethinking Right Now

SEPTEMBER 1, 2020

JULY 7, 2020

Working with MFG as an intern: learning outside of the reach of university

JUNE 5, 2020

Thoughts On the Market Rally

JUNE 1, 2020

Is 2020 Your Year to Improve Financially?

FEBRUARY 3, 2020

Three Primary Determinants of Asset Allocation – Financial Resources

DECEMBER 31, 2019

Investment Lessons From the Dust Bowl

NOVEMBER 21, 2019

Three Primary Determinants For Optimal Asset Allocation

OCTOBER 30, 2019

Millennials – Your Financial New Year’s Resolution

FEBRUARY 1, 2019

College Planning Essentials: J.P. Morgan

DECEMBER 5, 2018

Americans Aren’t Financially Responsible – Let’s Look

MAY 30, 2018

Choosing the Best Retirement Plan for Your Business

MARCH 16, 2018

How Rising Interest Rates Affect You

MARCH 9, 2018

What to Consider When Offered a Lump Sum Pension Payout

FEBRUARY 15, 2018

How To Save For College: Pt 2

JANUARY 4, 2018

How to Prepare for the Unthinkable

NOVEMBER 30, 2017

How Much Will College Cost? Pt. 1

OCTOBER 25, 2017

Challenges Women Face Preparing for Retirement

JULY 26, 2017

4 Money-Related Lessons

APRIL 24, 2017

The Apple of Buffett’s Eye

MARCH 23, 2017

5 Ways to “Adult” Financially

JANUARY 5, 2017

Maddon, Chapman and a Lesson For Investors From the Cubs

DECEMBER 19, 2016

Looking for a financial advisor? This is your playbook.

NOVEMBER 21, 2016

How New Technologies Are Helping Companies Reduce Footprint

SEPTEMBER 2, 2016

Does your current advisor use these investments?

JULY 27, 2016

My Experience On The Pokemon Bandwagon

JULY 18, 2016

Brexit and What It Means to Your Portfolio

JUNE 27, 2016

Monsanto Receives Bid From German Bayer

MAY 20, 2016

Business Owners: Valuation In It’s Basic Form

MAY 12, 2016

Home Buying, Part Two: Government Incentives Aplenty

MAY 5, 2016

Lower Taxes, Improve Retirement Outlook

APRIL 25, 2016

4 Questions For Home Buyers: Part 1

MARCH 15, 2016

Should You Use A Roth 401(k)?

MARCH 3, 2016

How Much Do I Need to Retire?

FEBRUARY 15, 2016

6 Reasons to Use a 529 Savings Account

FEBRUARY 5, 2016

Financial Products Are Sold, Not Bought

JANUARY 29, 2016

The Dollar Is Strong, What Does That Mean?

JANUARY 21, 2016

Recallability Bias And Reasons Not To Panic

JANUARY 15, 2016

This Week’s Market in Perspective

JANUARY 7, 2016

A Holiday Gift for You – Year-End Planning

NOVEMBER 23, 2015

Press Release: New MFG After Merger Completed

NOVEMBER 17, 2015

Herd Mentality: Proven Through A Game of Kick Ball

DECEMBER 4, 2015

Monsanto Really, Really, Really Wants Syngenta

JUNE 24, 2015

Update on Monsanto’s Bid for Syngenta

JUNE 24, 2015

Social Media Raises the Bar in Investment Management

JUNE 5, 2015

Putting Investors First

MAY 12, 2015

How much should you contribute to your 401k or 403b?

MAY 11, 2015

The Top Risk to Your Portfolio

APRIL 20, 2015

An Alternative to the 15-year Mortgage

APRIL 17, 2015

Why We Don’t Take Commissions

APRIL 16, 2015

Interest Rates Matter in 176 Words

APRIL 6, 2015

The Wait is Over, I’m a Chartered Financial Analyst®

MARCH 24, 2015

Is Janet Yellen the Most Powerful Person in the World Right Now?

MARCH 19, 2015

My dollar is worth more? Why is that bad?

MARCH 13, 2015

Can’t you see, what that woman’s been doing to me?

FEBRUARY 27, 2015

Four Reasons to Invest in Your Roth IRA

FEBRUARY 18, 2015

Making The Case For Higher Rates

FEBRUARY 13, 2015

Weekend ICYMI (In Case You Missed It)

FEBRUARY 8, 2015

Back-of-Napkin Valuation of Amazon Share Price

FEBRUARY 6, 2015

Best 2015 New Year’s Resolution: Net Worth Statement

DECEMBER 22, 2014

Friday Mailbag: Trading for Home Gamers

OCTOBER 31, 2014

Midwestern Financial Group (MFG) is a fee-only financial planning firm offering investment and financial analysis with a fiduciary standard of care. MFG provides unbiased, goal-driven financial services for individuals, families, and businesses to build their financial future with confidence.

Get In Touch

Financial Services

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Get In Touch

Midwestern Financial Group (MFG) is a fee-only financial planning firm offering investment and financial analysis with a fiduciary standard of care. MFG provides unbiased, goal-driven financial services for individuals, families, and businesses to build their financial future with confidence.

Get In Touch

Financial Services

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