Hear Tiffany’s interview from September 9 2024 where she discussed how to financially prepare to turn a side hustle into your main business  Listen to the replay

Savoy, honors an elite group of African American men and women for their executive and business leadership contributions each year , CHICAGO July 20 2022, – Mesirow an independent employee-owned financial services firm today announced, Ben Blakney, President of Mesirow Institutional Real Estate Direct Investments (“IRED” was named one of Savoy Magazine ’s 2022 Most Influential Black Executives in Corporate America Savoy one of the leading African American business and lifestyle magazines published its definitive list of African American executives influencers and achievers impacting corporate America in its summer issue  “ Savoy is proud…, LP Green II, Publisher of Savoy Magazine “These innovative trailblazers have led efforts to foster growth for some of the country’s highest-performing companies throughout and beyond the US market” Ben has more than 30 years of investment industry experience as a senior executive in both the public and private sectors He joined Mesirow in 2014 and today serves as a member of the Mesirow Board of Directors…, Natalie Brown, “Ben exemplifies our firm’s commitment to serving clients through differentiated financial products acting as a force for social good and sustaining our people-centric culture We congratulate Ben on this well-deserved recognition as we celebrate his leadership and accomplishments  “I am honored to be recognized by Savoy and humbled for being included in the publication’s prestigious list of…

Roth conversions can reduce long-term tax exposure but timing and execution are key, Tax diversification offers flexibility amid shifting tax laws and retirement income needs, We believe personalized planning beats blanket advice when managing wealth through retirement, CHICAGO June 9 2025, – On a recent “ Mesirow Monday ” radio appearance on WGN’s “Your Money Matters” with Jon Hansen, Mesirow Advanced Planning Specialist and Wealth Advisor, Gary Pattengale, CFP ®, outlined the strategic opportunities—and common pitfalls—of Roth accounts and conversions especially for high net worth individuals focused on long-term wealth optimization “Taxes shouldn’t be an afterthought in retirement planning” noted Gary “Done right tax strategy becomes a powerful tool for control flexibility and legacy”, Roth IRAs and Roth 401(ks, unlike their traditional counterparts are funded with after-tax dollars but grow—and can be withdrawn—tax-free They also aren’t subject to required minimum distributions (RMDs making them a key asset in managing future income and taxes Gary emphasized, the value of tax diversification, holding both Roth and traditional accounts to hedge against future tax rate changes and legislative uncertainty While, Roth conversions, are often promoted as a universal solution Gary cautioned that they can trigger unintended consequences including higher Medicare premiums capital gains or Social Security taxation He noted that, phased conversions, —executed during lower-income years typically post-retirement but pre-RMD—can offer significant benefits when well-timed “Conversions are not all-or-nothing Precision matters Modeling matters” he added Gary also warned against paying conversion taxes out of the IRA itself “The moment you reduce the converted amount to pay taxes you lose much of the long-term upside” Mesirow Wealth Management the…, About Mesirow , Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with offices around the world we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Private Capital & Currency Capital Markets & Investment Banking and Advisory Services we invest in what…

Michael Adamski is a Vice President and Wealth Advisor in Mesirow Wealth Management Michael specializes in helping clients by creating a personalized financial plan which will then guide an investment strategy to meet a specific goal Michael has 20 years of experience in the financial services industry Prior to joining Mesirow in 2009 he spent six years trading Treasury bonds and bond futures at…