Connections, September 2019

Managing your personal wealth isn’t just about the dollars and cents. It’s about connecting with what matters to you. Across all generations from life changes through life stages, Mesirow is here to help. That’s why every quarter our wealth advisors and specialists write exclusive content just for you on topics that are relevant and insightful.

7 Year-End Planning Tips

It’s that time of year again! Time to review your financial plan to see if there are opportunities to make any beneficial changes. The Tax Cuts and Jobs Act (TCJA) that was enacted in 2017 has provided for some opportunities that might be valuable to consider. 5 Minute Read

Philanthropy Bridges the Generational Gap

Whether you are part of the Silent Generation, Baby Boomers, Generation X, or Millennials there are opportunities for you to shape the philanthropic landscape. 5 Minute Read

How to Get Uncle Sam Out of Your Pocket 

For business owners and the self-employed, frustration with annual tax liabilities is a cornerstone of every spring season: as constant and repetitive as April showers. But perhaps it doesn't have to be? 5 Minute Read