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.