When should you make a Roth conversion? Well, the answer is different for everyone. Gary Pattengale recently discussed the intricacies of this topic, with Jon Hansen on “Mesirow Monday” on WGN Radio 720. Have questions, message us!
Read article
If you have substantial assets in your IRA (or other qualified plan account), leaving this asset to your children or other family members can create many headaches. First, it can create a significant tax burden under the current distribution rules. Also,
Read article
Experience is often a good teacher. However, when approaching retirement, watching the path of others before you may not provide adequate guidance. Retirement has changed greatly in recent decades and yours may be different from what your parents and gran
Read article
This is a great time to review the goals that you set at the beginning of the year to ensure you are on track. It is important to reflect on your financial goals, investment strategies and risk tolerance to ensure that you are well-positioned for the rema
Read article
Are you worried that tariffs could put your portfolio at risk? Mesirow Wealth Management’s Director of Research, Sumit Desai, CFA, recently discussed how to navigate the storm, with Jon Hansen on “Mesirow Monday” on WGN Radio 720. Have questions, message
Read article
When is the right time to discuss money values with your family? Gregg Lunceford recently discussed the intricacies of this topic, with Jon Hansen on “Mesirow Monday” on WGN Radio 720. Have questions, message us!
Read article
Financial planning is largely an exercise in risk management – you prepare
Read article
Hear Noah’s interview from March 3, 2025, where he discussed important topics to consider if you or someone you know is deciding to buying a home.
Read article
The Super Catch-up Contribution: An opportunity you don't want to miss
Read article
Gift tax reporting for transfers to Irrevocable Trusts
Read article