Midland States Bank

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Investment Advisory Service, Annuities & Retirement Insurance Plans, Banks

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Tomorrow: 8:00 am - 5:30 pm

143 Years

in Business

(815) 316-0222Visit WebsiteMap & Directions6957 Olde Creek Rd Unit 1400Rockford, IL 61114 Write a Review

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Hours

Regular Hours

Mon - Fri:	8:00 am - 5:30 pm
Sat:	8:00 am - 12:00 pm

Midland States Bank

Tax Planning
While we'll customize your plan to fit your specific needs and wants, tax planning can help you make the most of your hard-earned money by paying a smaller percentage of it in taxes. We know reducing income may seem counterproductive â€“ but depending on how it affects your tax bracket, you may end up bringing home more of your money when you earn less. Your financial advisor will work with you to figure out a strategic approach that best fits your needs.

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More Info

Email: Email Business
Neighborhood: Northeast
AKA: Midland States Bank Wealth
Other Link: http://midlandsb.com
Categories: Investment Advisory Service, Annuities & Retirement Insurance Plans, Banks, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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anonymous

02/06/2013

Provided by Superpages

Overall

There when I need them. I have worked with many of their very proficient employees who have been primarily women and they are very smart and efficient. Mortage, money transfers, saftey deposit box, checking, savigs accounts, and loans...we have done it all and without errors or redo's.

anonymous

02/06/2013

Provided by Superpages

Overall

There when I need them. I have worked with many of their very proficient employees who have been primarily women and they are very smart and efficient. Mortage, money transfers, saftey deposit box, checking, savigs accounts, and loans...we have done it all and without errors or redo's.

Details

Phone: (815) 316-0222

Address: 6957 Olde Creek Rd Unit 1400, Rockford, IL 61114

Website: http://midlandsb.com

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Midland States Bank

Tax Planning
While we'll customize your plan to fit your specific needs and wants, tax planning can help you make the most of your hard-earned money by paying a smaller percentage of it in taxes. We know reducing income may seem counterproductive â€“ but depending on how it affects your tax bracket, you may end up bringing home more of your money when you earn less. Your financial advisor will work with you to figure out a strategic approach that best fits your needs.
Charitable Giving
Other tax saving strategies include estate planning, insurance options, gifting or charitable contributions, Health Savings Accounts (HSAs), 529 college savings plans and more. Set up a meeting with one of our financial planners to learn more about optimal solutions designed uniquely for you and your situation, needs and goals.
Avoiding Probate
A Revocable Trust is a trust established during your life that can be revoked or rescinded. A Revocable Trust allows your property to be managed by a trustee while you are still alive, if you become incapacitated or immediately upon your death. Trusts can be used to avoid probate and protect privacy.
Roth IRA
With a Roth IRA or Roth 401(k) plan, you contribute â€˜after-tax dollarsâ€™ or money that has already been taxed at your current income tax rate. Assets in the account grow tax-free and you wonâ€™t be taxed again in the future when youâ€™re ready to withdraw. This may make sense if youâ€™re currently in a lower tax bracket and further from retirement.
Tax Deductions
Income Tax
One common way to reduce your taxes is with retirement savings accounts. With a traditional Individual Retirement Account (IRA) or 401(k) plan, you contribute â€˜pre-tax dollarsâ€™ or money that has not yet been taxed. Instead, you are taxed at the income tax rate when you withdraw. This may make sense if you anticipate being in a lower tax bracket at retirement.
Capital Gains Taxes
Our advisors can also help you better understand short-term versus long-term capital gains, as well as tax-loss harvesting. Being prudent with capital gains tax decisions is an under-appreciated art. Tax loss harvesting is a strategy that allows you to reduce or offset capital gains by capital losses. Our financial planners can help advise and guide you through these decisions, so you donâ€™t end up letting a capital gain tax keep you from making beneficial long-term investment decisions.

Investment Management
Investment portfolio management: Saving and investing are essential to reaching your retirement goals. Most financial planners will tell you that a diverse investment portfolio is key to securing your finances in the long term. By helping you create and manage your portfolio, we'll keep your assets safe.
Mutual Funds
A brokerage account allows you to purchase stocks, bonds, mutual funds and other investment products through a registered representative. We take a traditional broker relationship approach, specializing in personalized investment advice and a wide range of financial services.
Bonds
Wealth Management
Whether youâ€™re building a nest egg, planning for retirement, deciding on insurance or preparing an estate, our Wealth Management team will develop personalized strategies to build, manage and preserve your wealth.

Financial Planning
Insurance policies provide financial security and play an essential role in your long-term wealth strategy. Life insurance can be used as a risk management tool as part of your comprehensive financial plan. Our financial advisors prioritize goals-based financial planning and are here to help you understand your options when it comes to insurance.
Retirement Planning
Retirement planning involves a lot of assumptions and projected calculations â€“ not just on your portfolio returns, but about future tax rates, inflation, and the uncertainty of social security. It includes longevity estimates, spending pattern behaviors, cost of living, housing, medical and healthcare expenses, and more. It can feel overwhelming to say the least and this is where weâ€™re happy to step in and help.
Annuities
Midland Wealth Management Investment Advisors develop investment profiles tailored to your financial goals, propose timely and appropriate investment strategies and help you manage your finances now and into the future. We'll help you create a plan â€”always with your goals in mindâ€”by using a comprehensive line of investment products including stocks and bonds, mutual funds, fixed and variable annuities and other insurance products.
Long Term Care
Plans for expected and unexpected expenses: With rising costs of healthcare and long-term care, some expenses are to be expected. Medical bills and other large but unexpected costs can still pop up when you're retired. We take that into account and make sure that even the most unlikely events won't throw you for a loop.
Asset Management
Appropriate asset allocation is client specific and the main determinant of portfolio performance. We will create a personalized investment strategy that takes into account your goals, risk tolerance, cash flow needs, and tax situation.
Living Trusts
College Funding
Our financial advisors can help you determine which college savings plan or other investment vehicles are best for your education goals.
Mortgage Refinancing
Midland States Bank can help you reduce your monthly mortgage expenses and adjust your loan term with home refinancing. We give you refinancing solutions to meet all your financial plans and goals.Â Refinancing your mortgage could help you...

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