Blog

Are you up to date on the latest retirement and tax law changes? Explore key updates to inherited IRAs, RMD ages, catch-up contributions, and Indiana 529 plans.

What if the smartest financial move you could make had less to do with the stock market and more to do with your zip code? Find out how lower costs, shorter commutes, and Midwest values create a powerful wealth-building advantage.

Are your financial decisions guided by expertise or emotion? Take our Millionaire Decision Quiz to identify blind spots in your wealth management strategy and build lasting prosperity.

What sets Midwest Millionaires apart isn't their zip code, it's their mindset. Discover the practical financial habits and values that foster lasting prosperity and differentiate them from coastal millionaires.

This case study shows how multi-generational wealth management creates significant fee savings while providing clarity and confidence across three generations.

Your Edward Jones financial advisor is a good guy, but at what point do you need to switch? When your financial situation becomes more complex it's time to seek a second opinion. Here's why.

The following financial fairy tale shows what can happen when parents are overly indulgent with their adult children. Kids need to struggle before they can succeed.

On Wednesday, March 12, 2025, we hosted our first-ever Indianapolis-based Women’s Financial Book Club. It was a brave new beginning to connect with women in a new geographic location.

Moving soon? Here's a comprehensive checklist to help you remember all the places to change your address to avoid missing any crucial updates.

The following financial fairy tale demonstrates different ways that individuals can react to inheritance, but ultimately a disciplined approach to money management is the best defense against the huffing and puffing from the wolves of Wall Street.