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financial services partner isn’t easy. That’s why we started Midwest Financial Group―<strong>a full-service, independent financial & tax planning firm </strong>headquartered in Madison, WI,<strong> </strong>and tailored to serve all your individual and small business needs. </p><div data-langcode="en" data-entity-type="media" data-entity-uuid="4511e381-c35b-4cad-b24b-99e01a07539f" data-embed-button="image" data-entity-embed-display="entity_reference:user_image" data-entity-embed-display-settings="{"link_url":"","link_url_target":0,"image_style":"max_650x650","image_link":"","image_loading":{"attribute":"lazy"}}" class="align-center embedded-entity"> <img loading="lazy" src="/sites/matthewcuplin.us1.advisor.ws/files/styles/max_650x650/public/images/website%20home%20page%20journey%20image.png?itok=FD1UKe8h" width="650" height="279" alt="Whatever your specific circumstances, we’ll help you find the best route to your destination - and help ensure that you enjoy the journey." typeof="foaf:Image"> </div> <p> </p><p>When you work with us, you get <strong>experienced</strong> guides to keep you on course. As independent planners, our interests are aligned with yours. We help you find <strong>solutions </strong>that are aligned to <strong>your values</strong>―<strong>your hopes, dreams, goals</strong>, and all of the things that make you unique.</p><p style="box-sizing:border-box;">As independent planners, <strong>our interests are aligned with yours</strong>. We respect your wishes and opinions, and your goals, expectations, and risk tolerance drive every recommendation we make.</p></div><hr><h3 class="text-align-center">Our focus is solely on helping to ensure your financial & tax plans align with your objectives, delivering exceptional personal service every step of the way.</h3><p><strong>And we do it all.</strong><span style="background:#fefefe;box-sizing:border-box;color:#0a0a0a;font-family:"Open Sans", sans-serif;font-size:12pt;overflow-wrap:break-word;word-break:break-word;" data-identifyelement="340"> </span>Whether you are looking for help with individual financial planning, investments, retirement planning, tax planning, accounting services, a Medicare or individual health plan―or even small business services such as accounting, benefits administration, as well as Virtual CFO Solutions ―we have <strong>specialists in each area</strong> who are eager to help <strong>save you the time, energy, hassle, and expense</strong> of managing these components separately<span style="background:#fefefe;box-sizing:border-box;color:#0a0a0a;font-family:"Open Sans", sans-serif;font-size:12pt;overflow-wrap:break-word;word-break:break-word;" data-identifyelement="340">.</span></p><div class="grid-container"><div class="grid-x grid-margin-x grid-margin-y medium-up-2"><div class="cell"><div data-langcode="en" data-entity-type="media" data-entity-uuid="f1c15bf3-e407-48a1-99b0-d6d4d15658d2" data-embed-button="image" data-entity-embed-display="entity_reference:user_image" data-entity-embed-display-settings="{"link_url":"","link_url_target":0,"image_style":"max_650x650","image_link":"","image_loading":{"attribute":"lazy"}}" class="align-center embedded-entity"> <img loading="lazy" src="/sites/matthewcuplin.us1.advisor.ws/files/styles/max_650x650/public/images/building_blocks_of_a_plan_puzzle_pieces_1.png?itok=6xQj2Dww" width="650" height="409" typeof="foaf:Image"> </div> </div><div class="cell"><ul><li><h3 style="margin-left:8px;"><a class="block-title" href="https://www.mfgteam.com/products-services/financial-planning"><em><span style="font-family:"Open Sans",sans-serif;font-size:14pt;"><strong>Financial Planning</strong></span></em></a></h3></li><li><h3 style="margin-left:8px;"><a class="block-title" href="https://www.mfgteam.com/products-services/retirement-and-income-planning"><em><span style="font-family:"Open Sans",sans-serif;font-size:14pt;"><strong>Retirement & Income Planning</strong></span></em></a></h3></li><li><h3 style="margin-left:8px;"><a href="https://www.mfgteam.com/accounting-tax-services"><em><span style="font-family:"Open Sans",sans-serif;font-size:14pt;"><strong>Tax Planning & Preparation</strong></span></em></a></h3></li><li><h3 style="margin-left:8px;"><a href="https://www.mfgteam.com/accounting-tax-services"><em><span style="font-family:"Open Sans",sans-serif;font-size:14pt;"><strong>Business Tax Advisory & Planning</strong></span></em></a></h3></li><li><h3 style="margin-left:8px;"><a href="https://www.mfgteam.com/products-services/corporate-group-employee-benefits"><em><span style="font-family:"Open Sans",sans-serif;font-size:14pt;"><strong>Corporate Group Employee Benefits</strong></span></em></a></h3></li><li><h3 style="margin-left:8px;"><a href="https://www.mfgteam.com/products-services/medicare-individual-health-plans"><em><span style="font-family:"Open Sans",sans-serif;font-size:14pt;"><strong>Medicare & Individual Health Plans</strong></span></em></a></h3></li></ul></div></div></div><div class="grid-container"><div class="grid-x grid-margin-x grid-margin-y medium-up-3"> </div><hr><h3 class="text-align-center"><br>Local & National Recognition </h3><p><br>We’re honored by the recognition Midwest Financial Group has garnered both locally and nationally, across platforms like TV, online, and social media. Beyond mentions in local papers and accolades from professional organizations, we’ve had the privilege of sharing our insight at events nationwide. Our work has also been highlighted in respected publications like <em>Forbes</em>. We deeply value the support and recognition from these organizations and are grateful for their acknowledgment of our team’s dedication!</p><div class="grid-container"><div class="grid-x grid-margin-x grid-margin-y medium-up-2"><div class="cell"><p><a href="https://www.youtube.com/@midwestfinancialgroup1167"><strong>YouTube</strong></a><strong> </strong>- Midwest Financial Group's channel offers professional insights on financial planning, retirement strategies, and employee benefits, helping individuals secure their financial future.</p><p><a href="https://www.youtube.com/watch?v=BNvkSspyuXY"><strong>NBC 15</strong></a><strong> & </strong><a href="https://madisonminimarathon.com/" title="Madison Mini Marathon"><strong>Madison Mini Marathon</strong></a><strong> </strong>- NBC15, a local TV station in Madison, has featured Matt Cuplin in a New Year's Resolution segment in <strong>2021</strong>. Midwest Financial Group was also featured as the title sponsor of the <em>Madison Mini Marathon</em> in <strong>2024</strong>, highlighting their commitment to community involvement and financial services.</p><p><a href="https://www.channel3000.com/search/?tncms_csrf_token=a94d04a355c3db7f68424a51f012d13de378c0f3a5b0996c8e08c59df50cd914.2f104950521057d9d937&f=html&t=article%2Ccollection%2Cvideo%2Cyoutube&sd=desc&l=25&nsa=eedition&q=buzzed+into+madison" title="CBS 3 & Channel 3000"><strong>CBS 3 & Channel 3000</strong></a> - Midwest Financial Group has been featured in local segments like "Buzzed Into the Midwest Money Minute," since <strong>2021</strong>, showcasing our commitment to financial insights and community engagement. This segment highlights their role in supporting local events and financial literacy in the Madison area.</p><p><a href="https://www.facebook.com/story.php/?story_fbid=1106800528118769&id=100063664955632"><strong>ESPN Madison</strong></a> - Midwest Financial Group has been featured as a supporter of local events, including sponsorships like the Madison Mini Marathon in <strong>2024</strong>. </p><p><a href="https://www.youtube.com/playlist?list=PLma-bGtO9Gv5dHdRR1J6WAj_SK3sBYJKN"><strong>Fox 47</strong></a><strong> </strong>- A Fox-affiliated station in Madison, Wisconsin. In <strong>2024</strong>, Midwest Financial Group launched their "Money Cents" segments, offering professional financial advice to help viewers achieve their financial goals.</p><p><a href="https://councils.forbes.com/profile/Matthew-Cuplin-Advisor-President-Midwest-Financial-Group/622db0a4-899c-45ac-89ec-0f35a8d7e78b"><strong>Forbes Top Next-Gen Wealth Advisor 2019 & 2021</strong></a><strong> </strong>-<strong> 2021</strong> Forbes "Best Next-Generation Wealth Advisors.Presented in Sept 2021 based on data gathered from March 2020 to March 2021. 3,389 Advisors were considered, 500 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click <a href="https://councils.forbes.com/profile/Matthew-Cuplin-Advisor-President-Midwest-Financial-Group/622db0a4-899c-45ac-89ec-0f35a8d7e78b" title="here">here</a> for more award information.</p><p><a href="https://www.princetonclub.net/matt-cuplin/"><strong>Princeton Club</strong></a> - In <strong>2019</strong>, Matt Cuplin was featured in the #ForABetterTomorrow series, emphasizing the connection between health, wellness, and financial success.</p></div><div class="cell"><p><a href="https://www.ibmadison.com/industries/agribusiness/800-reasons-to-celebrate/article_d95e0d1f-f837-528b-ae68-8e632d03e753.html"><strong>2023 IB Executive of the Year</strong></a> -  Created by Greater Madison In Business Magazine, is awarded based on leadership, innovation and company success. It is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. Click <a href="https://www.ibmadison.com/galleries/honoring-the-execs-of-the-year/article_96e0dcb1-4491-512d-9ba7-5549671d5624.html">here </a>for more award information.</p><p><a href="https://aspioneer.com/matthew-cuplin-putting-clients-first/" title="AsPioneer Magazine"><strong>AsPioneer Magazine</strong></a><strong> </strong>- In <strong>2019</strong>, AsPioneer Magazine highlighted Matt Cuplin's rise from humble beginnings to becoming a leader in financial services. The article focuses on his client-first approach, transparency, and holistic financial planning. </p><p><a href="https://money.usnews.com/financial-advisors/advisor/matthew-cuplin-5422602" title="US News"><strong>US News</strong></a> - US News is a leading American media company providing rankings, advice, and analysis across various sectors, including personal finance. in <strong>2021</strong>, Matt Cuplin, President of Midwest Financial Group, was featured as a <span style="font-family:"Aptos",sans-serif;font-size:11.0pt;">CERTIFIED FINANCIAL PLANNER®</span>, recognized for his holistic approach to financial planning and his leadership in the industry.</p><p><a href="https://missionmatters.com/planning-for-success-with-matt-cuplin/" title="Mission Matters"><strong>Mission Matters</strong></a><strong> </strong>- Matt Cuplin was featured in <em>Mission Matters</em> in <strong>February 2023</strong>, where he discussed success planning and leadership strategies in conjunction with his co-authored book, <em>Mission Matters: Business Leaders Edition</em>. </p><p><a href="https://danebuylocal.com/member-directory/#!biz/id/63d41a04412a104dae3e5d03"><strong>Dane Buy Local</strong></a><strong> </strong>- A nonprofit organization supporting local businesses in Dane County, Wisconsin. It encourages residents to shop locally to boost economic growth. Midwest Financial Group is a member, supporting the local economy and independent businesses in the Madison area.</p><p><a href="https://x.com/WIUAlumni/status/1638989293703122947?prefetchTimestamp=1725484071374" title="Twitter/X & WIU"><strong>Twitter/X & WIU</strong></a> - A social media post on X (formerly known as Twitter) was shared by the Western Illinois University Alumni Association in <strong>2022</strong>, celebrating the achievements of alumni like Matt Cuplin. The post highlighted Cuplin's professional success as President and CEO of Midwest Financial Group, recognizing his leadership in financial services.</p><p> </p></div></div></div><p> </p><div data-entity-type="media" data-entity-uuid="b42374e1-b398-4ad3-bb0d-a3ae08dd9e0b" data-embed-button="image" data-entity-embed-display="entity_reference:user_image" data-entity-embed-display-settings="{"image_style":"max_1300x1300","image_link":"","image_loading":{"attribute":"lazy"}}" class="align-center embedded-entity" data-langcode="en"> <img loading="lazy" src="/sites/matthewcuplin.us1.advisor.ws/files/styles/max_1300x1300/public/images/MFG%20Appearances%20Banner%20DRAFT%20%282%29.png?itok=1EZEvfAM" width="1300" height="379" typeof="foaf:Image"> </div> </div> </div> </div> </section> <section data-block-internal-id="customwhatwedo" data-block-original-title="Small Purposeful Act of Random Kindness" data-block-weight="-8" data-plugin-id="block_content:da223ecc-613b-4431-81e1-4831f484de9d" class="block--custom block block--small-purposeful-act-of-random-kindness block--block-content block-type--basic block-style--default" id="block-customwhatwedo"> <div class="block--custom__row block__content"> <div class="field field--name-body field--type-text-with-summary field--label-hidden basic__field basic__field--name-body basic__field--type-text-with-summary basic__field--label-hidden field__item"> <h4 class="text-align-center"><strong>How Can We Help You Today?</strong></h4><p> </p><h4 class="text-align-center">Find out more about our full suite of services and schedule a free consultation today.</h4><p> </p><p class="text-align-center"><a href="https://www.mfgteam.com/products-services/financial-planning">- Individual Financial & Investment Planning</a></p><p class="text-align-center"><a href="https://www.mfgteam.com/products-services/retirement-and-income-planning">- Individual Retirement and Income Planning</a></p><p class="text-align-center"><a href="https://www.mfgteam.com/accounting-tax-services">- Individual and Business Tax Preparation and Accounting</a></p><p class="text-align-center"><a href="https://www.mfgteam.com/products-services/medicare-individual-health-plans">- Medicare and Individual Health Plans</a></p><p class="text-align-center"><a href="https://www.mfgteam.com/products-services/corporate-group-employee-benefits">- Corporate Group Employee Benefits</a></p><p class="text-align-center"><a class="button" href="/contact" target="_blank" rel=" noopener" data-entity-type="node" data-entity-uuid="68d1730c-ff5f-44f3-a469-a617fe95e25a" data-entity-substitution="canonical" title="Contact">Contact Us Now</a></p><p> </p> </div> </div> </section> <section data-block-internal-id="investor360videohomepage" data-block-original-title="Investor 360 - Video Homepage" data-block-weight="-7" data-plugin-id="block_content:c9593b58-ddac-445c-b3fd-3b9c86dc756b" class="block--custom block block--investor-360---video-homepage block--block-content block-type--basic block-style--default" id="block-investor360videohomepage"> <div class="block--custom__row block__content"> <div class="field field--name-body field--type-text-with-summary field--label-hidden basic__field basic__field--name-body basic__field--type-text-with-summary basic__field--label-hidden field__item"> <h3 class="text-align-center"><strong>Your Financial World, all in one place… See the new and improved Investor360!</strong></h3> <p> </p> <div class="mw560"> <p class="iframeWrapper"><iframe allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen frameborder="0" src="https://www.youtube.com/embed/s25Rv7qrL5s" title="YouTube video player"></iframe></p> </div> <p> </p> <p><a href="https://www.mfgteam.com/investor-360">Find out more about Investor360 and setting up your own login here.</a></p> </div> </div> </section> <section data-block-internal-id="cta_5" data-block-original-title="About Fresh Consulting CTA" data-block-weight="-6" data-plugin-id="block_content:43df4b83-d918-4413-9816-64019f062efc" class="block--custom block block--about-fresh-consulting-cta block--block-content block-type--basic block-style--default" id="block-cta-5"> <div class="block--custom__row block__content"> <div class="field field--name-body field--type-text-with-summary field--label-hidden basic__field basic__field--name-body basic__field--type-text-with-summary basic__field--label-hidden field__item"> <div class="cell"> <h2 class="text-align-center">How can we help?</h2> <p class="text-align-center">Find out how we can help you reach your financial freedom.</p> <p class="text-align-center"><a class="button" href="/contact">Contact Us Now</a></p> </div> </div> </div> </section> <section data-block-internal-id="blogs" data-block-original-title="Blogs" data-block-weight="-5" data-plugin-id="blog" class="block block--blogs block--blog block-view-display--nodepageteaser" id="block-blogs"> <div class="block__title"> <h2 class="block-title"> Blogs </h2> </div> <div class="block__content"> <div data-region="preface" class="views-element-container"><div class="js-view-dom-id-11be17f220d5147d023464b50e0c00b1c0723707a2163fae3d288e8d5ed2fe56"> <div class="grid-container even"> <div class="medium-unstack align-stretch align-spaced medium-align-center grid-x grid-margin-x medium-up-1 large-up-3"> <article class="cell blog blog--imgtop-title-within card" data-history-node-id="1234" about="/blog-01/boomers-gen-z-generational-look-money-habits-and-financial-choices"> <div class="card-relative"> <a href="/blog-01/boomers-gen-z-generational-look-money-habits-and-financial-choices" class="blog-image-link"> <div class="field field--name-field-featured-image field--type-entity-reference-revisions field--label-hidden blog__field blog__field--name-field-featured-image blog__field--type-entity-reference-revisions blog__field--label-hidden field__item"> <div class="media media-image view-mode-focal-blog-featured-image"> <div class="field field--name-field-image field--type-image field--label-hidden image__field image__field--name-field-image image__field--type-image image__field--label-hidden field__item"> <picture> <source srcset="/sites/matthewcuplin.us1.advisor.ws/files/styles/featured_fixed_height/public/images/Blog_Multigen_WealthVIN.jpg.webp?h=f97871b5&itok=9p2eeZG7 1x" type="image/webp"/> <source srcset="/sites/matthewcuplin.us1.advisor.ws/files/styles/featured_fixed_height/public/images/Blog_Multigen_WealthVIN.jpg?h=f97871b5&itok=9p2eeZG7 1x" type="image/jpeg"/> <img srcset="/sites/matthewcuplin.us1.advisor.ws/files/styles/featured_fixed_height/public/images/Blog_Multigen_WealthVIN.jpg?h=f97871b5&itok=9p2eeZG7 1x" src="/sites/matthewcuplin.us1.advisor.ws/files/styles/featured_fixed_height/public/images/Blog_Multigen_WealthVIN.jpg?h=f97871b5&itok=9p2eeZG7" typeof="foaf:Image" /> </picture> </div> </div> </div> </a> <div class="title-author-container"> <div class="blog--full__title"> <h3 class="node__title"> <a href="/blog-01/boomers-gen-z-generational-look-money-habits-and-financial-choices"> <span class="field field--name-title field--type-string field--label-hidden"><span > From Boomers to Gen Z: A Generational Look at Money Habits and Financial Choices </span></span> </a></h3> </div> <div class="blog__field blog__author-time blog--full__author-time"> Matthew Cuplin | <time>Feb 17, 2025</time> </div> <div class="field field--name-field-tags field--type-entity-reference field--label-inline blog__field blog__field--name-field-tags blog__field--type-entity-reference blog__field--label-inline"> <div class="field__label">Categories</div> <div class="field__items"> <div class="field field--name-field-tags field--type-entity-reference field--label-inline blog__field blog__field--name-field-tags blog__field--type-entity-reference blog__field--label-inline field__item"> <a href="/category/lifestyle" hreflang="en">Lifestyle</a> </div> </div> </div> </div> </div> <div class="card-section"> <div class="field field--name-body field--type-text-with-summary field--label-hidden blog__field blog__field--name-body blog__field--type-text-with-summary blog__field--label-hidden field__item"> What financial habits have helped you most in life? Which ones have held you back? No matter how you answer those questions, your money habits have a lot to do with how you grew up. 1 They also can be shaped by when you grew up. That’s because each generation can have a distinct perspective and different experiences shaping their approach to money and financial choices. With that, every generation can bring its own strengths... </div> </div> </article> <article class="cell blog blog--imgtop-title-within card" data-history-node-id="1233" about="/blog-01/7-effective-tax-optimization-strategies-high-net-worth-individuals"> <div class="card-relative"> <a href="/blog-01/7-effective-tax-optimization-strategies-high-net-worth-individuals" class="blog-image-link"> <div class="field field--name-field-featured-image field--type-entity-reference-revisions field--label-hidden blog__field blog__field--name-field-featured-image blog__field--type-entity-reference-revisions blog__field--label-hidden field__item"> <div class="media media-image view-mode-focal-blog-featured-image"> <div class="field field--name-field-image field--type-image field--label-hidden image__field image__field--name-field-image image__field--type-image image__field--label-hidden field__item"> <picture> <source srcset="/sites/matthewcuplin.us1.advisor.ws/files/styles/featured_fixed_height/public/images/Blog_Tax_Planning.jpg.webp?h=f97871b5&itok=IUPvYZTF 1x" type="image/webp"/> <source srcset="/sites/matthewcuplin.us1.advisor.ws/files/styles/featured_fixed_height/public/images/Blog_Tax_Planning.jpg?h=f97871b5&itok=IUPvYZTF 1x" type="image/jpeg"/> <img srcset="/sites/matthewcuplin.us1.advisor.ws/files/styles/featured_fixed_height/public/images/Blog_Tax_Planning.jpg?h=f97871b5&itok=IUPvYZTF 1x" src="/sites/matthewcuplin.us1.advisor.ws/files/styles/featured_fixed_height/public/images/Blog_Tax_Planning.jpg?h=f97871b5&itok=IUPvYZTF" typeof="foaf:Image" /> </picture> </div> </div> </div> </a> <div class="title-author-container"> <div class="blog--full__title"> <h3 class="node__title"> <a href="/blog-01/7-effective-tax-optimization-strategies-high-net-worth-individuals"> <span class="field field--name-title field--type-string field--label-hidden"><span > 7 Effective Tax Optimization Strategies for High-Net-Worth Individuals </span></span> </a></h3> </div> <div class="blog__field blog__author-time blog--full__author-time"> Matthew Cuplin | <time>Feb 3, 2025</time> </div> <div class="field field--name-field-tags field--type-entity-reference field--label-inline blog__field blog__field--name-field-tags blog__field--type-entity-reference blog__field--label-inline"> <div class="field__label">Categories</div> <div class="field__items"> <div class="field field--name-field-tags field--type-entity-reference field--label-inline blog__field blog__field--name-field-tags blog__field--type-entity-reference blog__field--label-inline field__item"> <a href="/category/tax-planning" hreflang="en">Tax Planning</a> </div> <div class="field field--name-field-tags field--type-entity-reference field--label-inline blog__field blog__field--name-field-tags blog__field--type-entity-reference blog__field--label-inline field__item"> <a href="/category/investments" hreflang="en">Investments</a> </div> <div class="field field--name-field-tags field--type-entity-reference field--label-inline blog__field blog__field--name-field-tags blog__field--type-entity-reference blog__field--label-inline field__item"> <a href="/category/retirement" hreflang="en">Retirement</a> </div> <div class="field field--name-field-tags field--type-entity-reference field--label-inline blog__field blog__field--name-field-tags blog__field--type-entity-reference blog__field--label-inline field__item"> <a href="/category/estate-planning" hreflang="en">Estate Planning</a> </div> <div class="field field--name-field-tags field--type-entity-reference field--label-inline blog__field blog__field--name-field-tags blog__field--type-entity-reference blog__field--label-inline field__item"> <a href="/category/real-estate" hreflang="en">Real Estate</a> </div> </div> </div> </div> </div> <div class="card-section"> <div class="field field--name-body field--type-text-with-summary field--label-hidden blog__field blog__field--name-body blog__field--type-text-with-summary blog__field--label-hidden field__item"> What does it take to minimize your tax bill, not just this year but in the years to come? The answer varies for each individual. Tax optimization strategies depend heavily on personal assets and financial goals, which are unique to everyone. However, nearly all high-net-worth individuals (HNWIs) share one common objective: reducing their tax obligations to the absolute minimum allowed by law. Achieving this often involves leveraging specific strategies and tools that can work together... </div> </div> </article> <article class="cell blog blog--imgtop-title-within card" data-history-node-id="1232" about="/blog-01/preparing-lifetime-income-retirement"> <div class="card-relative"> <a href="/blog-01/preparing-lifetime-income-retirement" class="blog-image-link"> <div class="field field--name-field-featured-image field--type-entity-reference-revisions field--label-hidden blog__field blog__field--name-field-featured-image blog__field--type-entity-reference-revisions blog__field--label-hidden field__item"> <div class="media media-image view-mode-focal-blog-featured-image"> <div class="field field--name-field-image field--type-image field--label-hidden image__field image__field--name-field-image image__field--type-image image__field--label-hidden field__item"> <picture> <source srcset="/sites/matthewcuplin.us1.advisor.ws/files/styles/featured_fixed_height/public/images/lifetime-income-retirement-min.jpg.webp?h=10d202d3&itok=IewDCQCS 1x" type="image/webp"/> <source srcset="/sites/matthewcuplin.us1.advisor.ws/files/styles/featured_fixed_height/public/images/lifetime-income-retirement-min.jpg?h=10d202d3&itok=IewDCQCS 1x" type="image/jpeg"/> <img srcset="/sites/matthewcuplin.us1.advisor.ws/files/styles/featured_fixed_height/public/images/lifetime-income-retirement-min.jpg?h=10d202d3&itok=IewDCQCS 1x" src="/sites/matthewcuplin.us1.advisor.ws/files/styles/featured_fixed_height/public/images/lifetime-income-retirement-min.jpg?h=10d202d3&itok=IewDCQCS" typeof="foaf:Image" /> </picture> </div> </div> </div> </a> <div class="title-author-container"> <div class="blog--full__title"> <h3 class="node__title"> <a href="/blog-01/preparing-lifetime-income-retirement"> <span class="field field--name-title field--type-string field--label-hidden"><span > Preparing for Lifetime Income in Retirement </span></span> </a></h3> </div> <div class="blog__field blog__author-time blog--full__author-time"> Matthew Cuplin | <time>Jan 20, 2025</time> </div> <div class="field field--name-field-tags field--type-entity-reference field--label-inline blog__field blog__field--name-field-tags blog__field--type-entity-reference blog__field--label-inline"> <div class="field__label">Categories</div> <div class="field__items"> <div class="field field--name-field-tags field--type-entity-reference field--label-inline blog__field blog__field--name-field-tags blog__field--type-entity-reference blog__field--label-inline field__item"> <a href="/category/retirement" hreflang="en">Retirement</a> </div> </div> </div> </div> </div> <div class="card-section"> <div class="field field--name-body field--type-text-with-summary field--label-hidden blog__field blog__field--name-body blog__field--type-text-with-summary blog__field--label-hidden field__item"> Worried about outliving your income? Here’s how to start planning for your retirement needs. </div> </div> </article> </div> </div> </div> </div> </div> </section> <section data-block-internal-id="customretirementplanningquiz" data-block-original-title="Retirement Planning Quiz" data-block-weight="-4" data-plugin-id="block_content:46593b75-4304-4dde-ba48-11d4721b9e5c" class="block--custom block block--retirement-planning-quiz block--block-content block-type--basic block-style--default" id="block-customretirementplanningquiz"> <div class="block__title"> <h2 class="block-title"> Retirement Planning Quiz </h2> </div> <div class="block--custom__row block__content"> <div class="field field--name-body field--type-text-with-summary field--label-hidden basic__field basic__field--name-body basic__field--type-text-with-summary basic__field--label-hidden field__item"> <p class="text-align-center lead">Are you ready for retirement? Take our free quiz and find out.</p> <p class="text-align-center"><a class="button" href="/retirement-planning-quiz">Take the Quiz</a></p> </div> </div> </section> </div> </div> <div class="aw-constrain"> <div class="grid-x--nowrap grid-container grid-padding-x"> <div class="aw-content__main cell medium-auto"> </div> </div> </div> </div> </main> <footer role="contentinfo" class="footer"> <div> <section data-block-internal-id="customfooter" data-block-original-title="custom: footer" data-block-weight="-15" data-plugin-id="block_content:b65a2d9c-50ed-4f43-bea7-1c8c0882a668" class="block block--custom-footer block--block-content block-type--grid-block block-style--default" id="block-customfooter"> <div class="block__content"> <div class="grid-container"> <div class="medium-unstack mobile-center grid-x grid-padding-x large-up-2"> <section class="cell block--custom block block--custom-footer-contact-info block--block-content block-type--basic block-style--default" data-region="footer" 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