MidState Wealth Management

03/30/2026

A tax refund can vanish fast, or it can quietly build a stronger retirement. 💸 Consider these tips:

~ Start small: If your emergency fund is in good shape, a refund can be a simple way to open or add to an IRA.
~Boost more: Workers with a 401(k) can raise paycheck contributions and use that extra cash to offset the difference.
~ Think ahead: A one-time windfall may not last, but putting it toward long-term savings can strengthen future security.

Click to see two smart ways to turn this year’s refund into retirement progress: https://bit.ly/4v02KjF

Don't let that money go to waste.

11/13/2025

🌍 Happy World Kindness Day!

In finance, kindness isn’t just about words—it’s about actions that build trust, security, and peace of mind. Today, let’s celebrate the power of kindness in every transaction, every conversation, and every plan for the future.

💡 Tip: A kind approach to financial planning means listening, understanding, and creating strategies that truly support your goals.

✨ Let’s make kindness part of our financial journey—because wealth isn’t just measured in numbers, but in the positive impact we create.

11/11/2025

On this Veterans Day, we pause to honor the courage, dedication, and sacrifice of the men and women who have served our country. Your commitment to protecting our freedoms inspires us all.

As a financial office, we recognize that planning for the future is built on the foundation of those who defended our past. Thank you for your service and for the values you uphold.

To all veterans—our deepest gratitude. Thank you for your service — today and always. ❤️🤍💙

10/11/2025

Don't forget about our Shredding Event today! Time to turn over a new leaf & shred your old files!🍂🍃📦

10/08/2025

Doing some fall cleaning? Stop by our office on Saturday with your shredding! 📦

10/01/2025

🌎 Today is World Financial Planning Day—a reminder of how thoughtful guidance shapes confident futures. Strategic financial planning goes far beyond just numbers and spreadsheets.

Working with a financial advisor can:
~ Help you achieve greater peace of mind and reduce financial stress.
~ Help improve your overall financial well-being.
~ Help you prioritize your interests and focus on your personal goals.

10/01/2025

The federal government shut down on Wednesday, but many critical services will continue, although workers will not receive pay until funding resumes.

See the full breakdown of what's affected and what's not during the shutdown: https://bit.ly/hjskloiekW

Federal departments and agencies have put out guidance about which programs will stay open and which ones won't during the funding lapse.

09/23/2025

Planning a move or buying a car far from home? Don't stress about the drive. 🚘

Shipping your car is a great way to save time and mileage:
- Shop Smart: Use a broker to get multiple quotes from carriers, ensuring you get the best price.
- Factor in Cost: Prices vary based on your car's size, the route, and the time of year. Be flexible for better rates.
- Stay Covered: Carriers are insured, but check your personal policy, take photos, and inspect for any damage upon arrival.

Learn more about shipping your vehicle and how to find a reputable carrier: https://bit.ly/gkgewfyihlM

Having your vehicle transported a long distance is sometimes necessary, and it can be more efficient than driving it yourself.

09/22/2025

School is in session—golf school, that is! Cooler weather doesn’t just mean sweaters; it’s the perfect season to sharpen your swing.

Find out about the best golf schools to elevate your game, make new connections, and enjoy a memorable getaway: https://bit.ly/psnlfnancehM

Elevate your game at these golf schools around the country. You'll learn from pros on top golf courses and with the latest technology. You might even make a new friend.

09/22/2025

Happy First Day of Fall! 🍎🎃🍂☕

08/24/2025

Figuring out how much you’ll need in retirement is more art than science. Careful planning can make the shift smoother and help you avoid costly surprises.
- Start with a realistic baseline – Use your current (or projected) salary as a starting point for estimating needs.
- Adjust for changes – Subtract savings, taxes, and housing costs; add lifestyle and healthcare expenses.
- Plan for the unknown – Build in a cushion for unexpected costs like long-term care, repairs, or family needs.

Learn the key steps to create a more realistic and reliable retirement spending plan: https://bit.ly/mrngstarF

Rules of thumb may be too high for affluent retirees with high savings rates, but healthcare costs are a major swing factor.