Connections, September 2017

Mesirow Wealth Advisors understands the challenges and pressures that individuals face when trying to manage their personal wealth, throughout the many stages and events of a lifetime. Our wealth advisors and wealth specialists have written these timely, relevant insights with you in mind. We hope you enjoy this edition and we welcome any and all feedback.

Off to College! A Parent Checklist

Sending your children off to college/university can the happiest or scariest day in a parents’ lifetime. After all those years of love, care, and focus on making sure their child is prepared for what’s to come in the “real world,” sometimes parents forget to check all the boxes on the proverbial “sending my son/daughter to college check list.” Read More

You can read our CEO’s interview about this topic with Yahoo Finance here.

A Lifetime of Financial Planning Advice

Our clients often share with us that the number one thing they value about our relationship is that as their needs and objectives change over time, we are able to help them navigate through the changes and update their strategy accordingly. Since we recognize that our clients’ needs evolve over time, we thought it may be helpful to illustrate examples of how important life events can trigger the need to take action. Read More

The ABCDs of Medicare

Medicare is a government-sponsored health insurance program that is meant to assist and provide medical coverage for the elderly (and other qualifying individuals). However, it can be a complex program to navigate with a multitude of considerations depending on your nuanced situation. This overview provides important Medicare program highlights. Read More

Our Advisors in the Community

To celebrate Mesirow Financial's 80th anniversary, our employees mobilized around one of our most important values: giving back to the community. We had a week of volunteerism with various nonprofit partners in education, community development, healthcare and other spaces, and made a meaningful impact in communities across Chicagoland. Thank you to Make It Better magazine for featuring our employees as “Better Makers” for giving back to the community during the Mesirow Week of Service. Read the article. View the infographic that summarizes our community results.

 

Mesirow Financial does not provide legal or tax advice. This material has been prepared for informational purposes only and has been obtained from sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. Any opinions expressed are subject to change without notice. Mesirow Financial refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow Financial name and logo are registered service marks of Mesirow Financial Holdings, Inc., © 2017. All rights reserved. Mesirow Financial Investment Management, Inc. is an SEC-Registered Investment Advisor. Advisory Fees are described in Mesirow Financial Investment Management, Inc.’s Form ADV Part 2A. Securities offered by Mesirow Financial, Inc., member FINRA, SIPC. Wealth Advisor Services offered through Mesirow Financial Investment Management, Inc. Intellectual property of Mesirow Financial Investment Management may not be copied, reproduced, distributed or displayed without MFIM’s express written permission. © 2017. All rights reserved.