Connections | June 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.

3 tax management opportunities for 2021

Now that the 2020 tax season is over, it's time to look forward to some tax management strategies to consider for 2021. 

Inflation, interest rates and your pocketbook

At the onset of the pandemic, the US Government and the Federal Reserve took aggressive action to help support the US economy as it went into a self-imposed shutdown. Over a year later, the US economy is back on track to a recovery, at a pace not seen since the 1980s, which could result in rising inflation and interest rates, which may impact your financial planning. 

Having “The Talk” in uncertain times

The past year has brought many of us to the realization that, regardless of our age or stage in life, we may not always have the luxury of as much time as we once thought. Families often postpone discussions about their assets and wishes until someone is elderly, however, such conversations are necessary regardless of a person’s life stage. 

Wedding planning: Critical financial tips

There’s more to planning a wedding than the wedding itself, there are critical financial planning implications as well. Especially for couples who have accumulated assets prior to the big event. 

Tools you can use

Tax planning guide

We have also included a link to our comprehensive 2021 tax planning guide, which includes a list of annual contribution limits, tax rates, Medicare premiums and other important tax planning information.

Document locator

How easy is it for you or a family member to locate your most important documents in an emergency? Mesirow’s document locator provides you with a simple way to log the location of all for your key documents. download >

 

Connect with an advisor

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