Life events

Key life events often trigger the need for advice

Your financial plan and investments may be going along just fine, and then something important happens in your life and the plan needs to change in order to stay on track. 

The articles below are designed to help you think through some of these key life events. 

Divorce

Lake and green hills

As with any significant life change, a divorce can be an emotional and stressful period with financial ramifications. Learn how to be prepared.

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Birth of a child

Baby mobile

Having a baby is one of the most exhilarating and awe-inspiring moments in most people’s lives, but comes with financial complexities that can be dealt with by planning ahead.

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Wedding planning

Rows of wedding seats

When planning a wedding, often both partners have begun to save, invest, and accumulate assets. Premarital financial planning has therefore become extremely important.

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New job

Looking up through glass ceiling

On the first day of your new job, you are handed a very large packet of paperwork and asked to choose your employee benefits. Where do you start?

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The need for long term care

Holding loved ones hands

Seventy percent of people turning age 65 will need some type of severe long-term services and support in their lifetime. The goal is to be prepared so, if you turn out to be one of them, it doesn’t derail your overall financial plan.

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Caregiving for a loved one

Grandaughter on grandpa's shoulders

While becoming a caregiver may be unexpected, there are some advance steps you can take so you won’t be caught completely off guard.

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Planning for special needs

Mosaic

When families have dependents who may be considered to have special needs, planning for a secure financial future for this dependent can become extremely complex and often daunting.

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Advance health care planning

Long term care facility

As we get older, it becomes increasingly important to ensure that our health care needs and desires are well documented and understood by our family, friends, medical providers, and professional advisors.

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Taking care of a parent

Mosaic

They call it the “sandwich generation,” when we balance caring for our parents, or grandparents, at the same time as we care for our children.

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Interested in information about other topics?

Charitable giving
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Education
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Estate planning
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Retirement planning
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Investment basics
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Life events
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Planning and advice
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Retirement lifestyle
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Small business owners
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Tax-advantaged investing
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Wealth advisory services offered by Mesirow Financial Investment Management, Inc., an SEC-Registered Investment Advisor. Securities offered through Mesirow Financial, Inc., member FINRA, SIPC. Advisory Fees are described in Mesirow Financial Investment Management Inc.’s Part 2A of the Form ADV. 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.