Connections 1Q 2021

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Managing your personal wealth isn’t just about the dollars and cents. It’s about connecting with what matters to you. Across all generations from life changes through life stages, Mesirow is here to help. That’s why every quarter we write content on topics that we hope are relevant and insightful for you.

4 tips to help keep your New Year's financial resolutions on track

Many of us kick off the year with well-intended New Year's resolutions. However, 80% of those resolutions fail by mid-February.¹ Although some failures have fewer consequences than others, the inability to maintain financial resolutions, especially in the current environment, can have negative long-term implications.  Read more

How will potential changes in the estate tax impact my planning?

Will there be an adjustment to the current estate tax and if so, what planning strategies may be helpful to think about and potentially implement? Read more

3 ways to protect yourself from online theft and fraud

There are a number of ways to help protect yourself from cybercrime when verifying your identity, including utilizing multi-factor authentication, verifying transactions via telephone, and password and personal information protections.  Read more

The value of a 401(k) Third Party Administrator

A Third Party Administrator can help alleviate many of the administrative duties associated with managing a 401(k) plan for self-employed or small business owners.  Read more

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