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300 East Washington Street, Suite 4, East Peoria, IL 61611

jga@midwesternsecurities.com

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Latest Articles

Retirement

Introducing the 530A Accounts
What to Expect in Your First Year of Retirement
Social Security: Maximizing Benefits
Who Is Your Trusted Contact?
First Year of Retirement: What to Expect
Conquering Retirement Challenges for Women
Deciding When to Take Social Security

Estate

Intellectual Property and Your Estate
Estate Strategies of the Rich and Famous
How Often Should You Update Your Estate Strategy?
Estate Management Checklist
A Brief History of Estate Taxes
Steps to Protecting a Child with Disabilities
Yours, Mine, and Ours: Estate Strategies for Second Marriages

Investment

The Threat of Identity Theft
A Primer on Dividends
A Taxing Story: Capital Gains and Losses
Inflation & Your Money
TIPS for Inflation
Mutual Funds vs. ETFs

Insurance

Teen Drinking and Your Liability
What to Look for in an Extended-Care Policy
Inventorying Your Possessions
Assess Life Insurance Needs

Tax

How Income Taxes Work
How to Make the Tax Code Work for You
Five Most Overlooked Tax Deductions
Understanding Marginal Income Tax Brackets
What's My 2026 Tax Bracket?
Filing Final Tax Returns for the Deceased
What Do Your Taxes Pay For?
What Is a 1035 Exchange?

Money

Saving Early & Letting Time Work for You
The Half Million Dollar Baby
Buying vs. Leasing a Car
Making Sense of HSAs and FSAs
What Can You Buy With 529 Distributions?
Personal Finance Calendar
What If Your Kids Decide Against College?
The Big Pause

Lifestyle

A Path to Serenity and Smart Money Choices
Prevent a Rift: Money Tips for Newlyweds
Changing Unhealthy Behaviors
Putting a Price Tag On Your Health
How Boomers and Millennials Differ
Do Your Kids Know The Value of a Silver Spoon?

Contact

Office: (309) 699-6608

Toll-Free: (800) 846-8676

Fax: (309) 699-7498

300 East Washington Street

Suite 4

East Peoria, IL 61611

jga@midwesternsecurities.com

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Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC (MSTC). Member FINRA/SIPC. MSTC and JGA are affiliated.