(515) 218-1907 Sean@midwestfinancialplan.com
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    • Rolling Over Your Retirement Plan? Here Are 5 Things to Know About Your RMDMarch 4, 2026
      By Sarah Brenner, JD Director of Retirement Education These days many Americans are still working long beyond what has traditionally… Read more: Rolling Over Your Retirement Plan? Here Are 5 Things to Know About Your RMD
    • Fatal Error: Mistakes That Cannot Be Fixed – Part 1March 2, 2026
      By Andy Ives, CFP®, AIF® IRA Analyst When a transactional mistake is made with retirement plan or IRA assets, there… Read more: Fatal Error: Mistakes That Cannot Be Fixed – Part 1
    • Weekly Market CommentaryMarch 1, 2026
      US equity markets regressed as several themes that have propelled the market higher over the last couple of years have… Read more: Weekly Market Commentary
    • The Retirement Income Plan Most People Think They Have — But Don’tFebruary 27, 2026
      Retirement isn’t about how much you’ve saved. It’s about how you turn your savings into income you can rely on… Read more: The Retirement Income Plan Most People Think They Have — But Don’t

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    Midwest Associates

    7390 Hickman Rd
    Windsor Heights, IA 50324

    Contact Information

    Contact Number: (515) 218-1907

    Sean@midwestfinancialplan.com

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