Planning and advice

Meeting your financial goals

Staying on track with your goals to attain your financial objectives is critical. Planning and preparation are key to creating a well-thought-out financial plan that can address your concerns and help set you and your family on a trajectory to meet short-term and long-term goals. 

The articles below offer more insights into this topic.

Getting organized is the first step

Organized pantry

Do I have enough to retire? Can I afford to support a family member? These are a few questions that play into your life and financial decisions. Being organized is critical to an advisor’s ability to answer your unique questions appropriately.

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Finding the right advisor

Toy shapes in holes

Individuals and families have different wealth planning and investment needs. Finding a financial advisor that is the “right fit” for your unique situation can require a degree of patience and due diligence.

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Planning for the LGBTQ community

LGBTQ flags

Everyone has unique circumstances that must be considered when creating a financial plan. Depending on goals, members of the LGBTQ community may have additional factors to consider when it comes to financial planning.

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A lifetime of planning advice

Antique library wall with books

Although the history books have not yet been written, the past few years have impacted financial priorities. It may be the time to take a moment to review where you are, where you are going and what it will take to get there.

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The rise of intrafamily loans

Family dining table

An intrafamily loan is a wealth planning strategy that has become increasingly more utilized in the current interest rate environment.

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Protect yourself from theft and fraud

Railroad safety gate

We believe that an essential part of your financial wellbeing is the confidence that your financial identity is secure.

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A few financial resolutions

Day planner and coffee mug near window

The beginning of each year brings hope as we consider starting something new or making improvements to our financial wellness. As we near the end of 2022, now is a great time to get ahead and assess how we've done so far.

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Excess liability insurance

Tool box with nuts and bolts

Sometimes homeowner insurance isn't enough to cover potential liability claims.

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Life insurance is an important asset

Stacked blocks

One of the most commonly overlooked assets are insurance policies. Since insurance plays a critical role in a financial plan, we thought we’d share some insights with you.

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Seven year-end planning tips

Post it notes on white board

It is important to review your financial plan every year, but based on the events of the past few years, it may be more important than ever. Depending on your situation, we have some tips that might make sense for you and your family.

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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.