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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

Estate

Intellectual Property and Your Estate
Estate Strategies of the Rich and Famous
How Often Should You Update Your Estate Strategy?
A Brief History of Estate Taxes
Steps to Protecting a Child with Disabilities

Investment

Pullbacks, Corrections, and Bear Markets
The Pros and Cons of an NUA Strategy
Required Reading: The Economic Report of the President
The Threat of Identity Theft
A Primer on Dividends
A Taxing Story: Capital Gains and Losses

Insurance

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

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

U.S. Personal Savings Rate
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

Lifestyle

Personal Finance Tips for Military Families
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

Contact

Office: (314) 256-5626

Fax: (314) 544-1088

1690 Lemay Ferry Road

St. Louis, MO 63125

mgregor@midwesternsecurities.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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First Missouri Investment Services is a division of First Missouri Credit Union (FMCU). Securities are: not insured by the NCUA; not a deposit or other obligation of, or guaranteed by, the depository institution; subject to investment risks, including possible loss of the principal amount invested. Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC (MSTC). Member FINRA/SIPC. MSTC and FMCU are not affiliated.