Connections newsletter

June 2026

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.

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The “Third Age”: A life bonus for retirement
Understanding the concept of the "Third Age" can help broaden the way we think about retirement.
Five strategies to tackle high mortgage rates
This article covers a few strategies to consider when facing a higher mortgage interest rate.
529 Plans: Expanding opportunities for education and family financial planning
Traditionally, 529 plans have been used by families to save and invest for college education, but legislative reform over the last decade has impacted how 529 plans can be used today.

Tools you can use

Common retirement myths: Part 1
Watch the Mesirow Minute video and find resources on retirement.
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They grow up so fast. Your college funding should keep pace
Estimate future education expenses, optimize your time horizon, and evaluate tax-aware funding strategies.
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