MidAmerica Securities Management Co

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Test Your Knowledge of Estate Planning

Taking this quiz may help increase understanding of estate planning.
Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.
The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses

Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.
What Happens to Your Time Horizon at Retirement?

When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Savings Goals

How much do you need to save each year to meet your long-term financial goals?