Connections | March 2024
Managing your personal wealth isn’t just about the dollars and cents. It’s about connecting with what matters to you.
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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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