Connections | June 2023

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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.

Five “off to college” tips parents shouldn’t overlook

Sending your young adult to college or a university can be both scary and exciting, even in the best of times. These tips may help you help your child navigate some important financial planning and life issues.


Three ways to prepare for a financial windfall

Do you ever dream of receiving a financial windfall? It may seem like a fantasy, but it happens more often than you might think. And, not unlike other financial issues, having a plan will ensure you make the most of your windfall and have no future regret


Your insurance plays a key role in your financial plan

Your financial plan and investment portfolio is likely made up of a variety of different types of assets, which you probably review with your wealth advisor at least annually, if not more often. Insurance policies can play a critical role in your financial plan, but they are often overlooked.


Financial planning for young professionals

Whether a young professional have been in the workforce for the last three years or a recent graduate, here are some quick financial planning tips to jumpstart his or her wealth accumulation journey


Tools you can use

Mesirow Mondays – Listen In 

On the first Monday of every month, Mesirow Wealth Management thought leaders are featured on the WGN Radio 720 "Your Money Matters" show hosted by Jon Hansen. Listen to recent broadcasts about retirement and tax-advantaged strategies.


Small Business Guide

If you are a business owner who is planning on selling your business now or in the future, our goal is to make your journey as efficient as possible. This brochure is designed to help you understand what's involved and to ask the right questions.


Connect with an advisor

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Mesirow refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow name and logo are registered service marks of Mesirow Financial Holdings, Inc. ©2024, Mesirow Financial Holdings, Inc. All rights reserved. Any opinions expressed are subject to change without notice. Past performance is not indicative of future results. Advisory Fees are described in Mesirow Financial Investment Management, Inc.’s Form ADV Part 2A. Advisory services offered through Mesirow Financial Investment Management, Inc. an SEC registered investment advisor. Securities offered by Mesirow Financial, Inc. member FINRA and SIPC.