Skip to content
Midwest WealthMidwest Wealth
  • Home
  • About Us
    • About Us
    • Jim Dunkel
    • Matt Schultz
    • Sarah Dunkel
    • Our Investment Philosophy
    • Why Work With a CFP
    • About Raymond James
  • Who We Serve
    • Who We Serve
    • Farmers
    • Business Owners
    • Families & Individuals
    • Retirees
    • Women Investors
  • How We Serve
    • How We Serve
    • Our Process
    • Financial Planning
    • Investment Management
    • Longevity Planning
    • Retirement Planning
    • Risk Management
  • Resources
    • Resources
    • Client Access Videos
    • WorthWhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Fargo Office
    4266 32nd Ave S, Suite H Fargo, ND 58104 O: 701.732.9150
    Map and Directions Map and Directions
  • Watford City Office
    329 Main Street Watford City, ND 58854
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Retirement & Longevity
    • Tax Planning
  • Topic
    • Longevity Planning
  • Media
    • Checklist
Your year-end tax planning checklist
Kickstart your tax season planning with this list of important deadlines, relevant documents and strategy considerations.
Tax Planning
Aging in Place Guide
10/26/2018
Retirement and Longevity
Tailored financial protections for your most important asset
7/24/2018
Retirement and Longevity
Secure a plan for your family's future
7/10/2018
Retirement and Longevity

The future at your fingertips

Midwest WealthMidwest Wealth
  • Fargo Office: 4266 32nd Ave S, Suite H Fargo, ND 58104
  • O: 701.732.9150
  • Map & Directions
  • Map & Directions
  • Watford City Office: 329 Main Street Watford City, ND 58854
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Midwest Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services.

© 2024 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC | Legal Disclosures | Privacy, Security & Account Protection | Terms of Use