(515) 218-1907 Sean@midwestfinancialplan.com
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    • Weekly Market CommentarySeptember 27, 2026
      Markets finished the week mixed as interest rates increased across the yield curve.  Oil prices swung significantly during the week… Read more: Weekly Market Commentary
    • Do Inherited Roth IRA Beneficiaries Have RMDs?: Today’s Slott Report MailbagSeptember 24, 2026
      By Ian Berger, JD IRA Analyst QUESTION: I really enjoy reading the Slott Report articles, but I’m confused about the… Read more: Do Inherited Roth IRA Beneficiaries Have RMDs?: Today’s Slott Report Mailbag
    • You’ve Worked Hard to Build Your Future. Is Your Financial Plan Keeping Up?September 24, 2026
      A new home. A growing family. A career change. Retirement getting closer. Life rarely stays the same for long. Yet… Read more: You’ve Worked Hard to Build Your Future. Is Your Financial Plan Keeping Up?
    • NUA: Average Cost Basis vs. Specific IdentificationSeptember 23, 2026
      By Andy Ives, CFP®, AIF® IRA Analyst For those workplace retirement plan participants fortunate enough to own highly appreciated company… Read more: NUA: Average Cost Basis vs. Specific Identification

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    Midwest Associates
    7390 Hickman Rd
    Windsor Heights, IA 50324

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    (515) 218-1907 Sean@midwestfinancialplan.com
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    Important Disclosure Information

    Advisory & Insurance Disclosure

    Advisory services are offered through Latitude Investment Group, a Registered Investment Advisor. Midwest Associates and Latitude Investment Group are independent of each other.

    This website is for information purposes only and does not take into account your particular investment objectives, financial situation or needs, and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. For a complete description of investment risks, fees and services, review the Latitude Investment Group firm brochure (ADV Part 2), which is available from your Investment Advisor Representative.

    Fixed indexed annuities are not securities and are not offered through Latitude Investment Group. These products are issued by insurance companies and are subject to the claims-paying ability of the issuing insurer. Index or fixed annuities are not designed for short-term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract.

    Please review all investment, insurance, and annuity materials carefully before making any financial decision.