Mesirow Wealth Management's Gregg Lunceford, Ph.D, CFP® on WGN 720
Hear Gregg’s interview from January 8, 2024. Gregg discussed, how to plan strategically in order to fulfill your financial New Year’s resolutions..
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Mesirow Wealth Management's Tiffany Irving CFP® CEPA® on WGN 720
Hear Tiffany’s interview from December 4, 2023, where she discussed her year-end financial planning checklist and tips on how to jumpstart 2024 financial plans.
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Three tips to plan for the 2026 “sunset” of the Tax Cuts & Jobs Act
Although 2026 is still more than two years away, there are a few strategies that you can use now to take advantage of the current rules before they lapse.
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Prepare, Plan, Protect: Wealth planning tips for business owners
As the company grows, so does the staff and leadership team as owners begin to delegate and spend more time on managing versus executing.
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Mesirow Wealth Management’s Jennifer Gartenberg, CFP® on WGN 720
Hear Jennifer’s interview from November 6, 2023 where she discussed effective ways for listeners to give to their favorite charity by year-end.
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Mesirow Wealth Management’s Sumit Desai, CFA on WGN 720
Hear Sumit’s interview from September 11 , 2023 where he discussed how to build a diversified portfolio while limiting risk
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Peace of mind for generations: How Mesirow helped a family protect their assets and legacy
In this case study, learn about how multiple generations of a client's family has worked with their Mesirow Wealth Advisory team.
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Renting versus buying a home: Deciding what's best for you
Both renting and buying offer distinct advantages and considerations, this article will help you to carefully evaluate them before making a decision.
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Are your philanthropic gifting strategies still up to date?
Learn how changes to IRS regulations over the last few years have, in some instances, expanded how an individual may want to consider carrying out charitable giving.
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