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    • Weekly Market CommentaryJune 14, 2026
      It was a hectic week on Wall Street as investors contended with heightened tensions in the Middle East, awaited the… Read more: Weekly Market Commentary
    • Children vs. Grandchildren Beneficiaries and the First Required Minimum Distribution Year: Today’s Slott Report MailbagJune 12, 2026
      By Ian Berger, JD IRA Analyst Question: Are the rules for a grandchild who inherits an IRA the same as… Read more: Children vs. Grandchildren Beneficiaries and the First Required Minimum Distribution Year: Today’s Slott Report Mailbag
    • Mid-Year Financial Checkup: Why June Is the Perfect Time to Reassess Your Financial PlanJune 11, 2026
      As we reach the halfway point of the year, many people take stock of their health, careers, and personal goals—but… Read more: Mid-Year Financial Checkup: Why June Is the Perfect Time to Reassess Your Financial Plan
    • 3 IRA Tax Breaks for Same-Sex CouplesJune 10, 2026
      By Sarah Brenner, JD Director of Retirement Education June is PRIDE Month. June also marks the anniversary of the landmark… Read more: 3 IRA Tax Breaks for Same-Sex Couples

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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.