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CFPĀ®
Sophia Yudkowsky, Andrew Robinson, Ken Bloom, and Scott Ottenheimer, co-hosts, discuss financial planning for a loved one with special needs.
Topics include benefits planning, understanding different types of trusts, ABLE Accounts, investment allocation and various types of insurance.
āThe biggest financial mistake couples make is not having shared goals and neglecting to plan for the future.ā
Sophia recently joined host Larry Hagner on The Dad Edge Podcast, a platform dedicated to helping people lead with purpose in their roles within a family, partners and providers. Sophiaās approach integrates deep planning expertise with a passion for helping clients live and lead with impact.
āCouples should be on equal playing fields for understanding what's going on in your family finances.ā
On this episode of Investor Mama Podcast, which aims to educate, inspire, and motivate moms and aspiring moms on their wealth-building journey, Sophia discusses how families can gain strong financial footing, communicate clearly with one other, and plan effectively for the future.
āEssential financial planning tips for young families, from marriage to parenthood.ā
Sophia had the pleasure of chatting with host Misty Lynch about finances for young families, covering topics ranging from managing finances when youāre first married to planning for a family and beyond. Ā If you (or someone you know) is planning a family and has questions about financial planning, donāt hesitate to reach out!
Sophia Yudkowsky, with other members of Mesirow Wealth Managementās investment research team, recently attended the Morningstar Investment Conference. The event brings together thought leaders and investment experts to share ideas about leading research and investment opportunities.
Listen as Sophia reviews five essential financial planning topics for young families on WGN Radio's "Your Money Matters."
Sophia Yudkowsky, CFPĀ®
Explore essential aspects of financial planning for individuals with disabilities, including navigating public benefits, legal tools like Special Needs Trusts, investment strategies and insurance planning.
Help prepare students as they head off to school and begin to navigate life away from home.
Financial planning is a crucial aspect of family life. From managing day-to-day expenses to preparing for major life events, families must navigate a complex landscape of financial decisions.
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.
Using the most appropriate index as a benchmark is key to evaluating how your investment portfolio is performing.
When families have dependents with special needs, planning for a secure financial future can feel complex and often daunting. Explore strategies and solutions here.
Financial terminology sometimes seems like a different language. In this article, learn essential terms to clarify what the experts are saying and how that impacts everyday life.
Discover the benefits of compound interest over time and how its power can help investors reach their most important financial objectives.
Common questions about "stock splits" include: Why do companies announce stock splits, and what does it mean? DoesĀ a split changeĀ the company's underlying value?Ā Can the splitĀ make the stock more affordable for everyday investors?
If you have ever applied for a mortgage or financed a car, you may have noticed that the interest rate charged for the loan can vary significantly. Why?
Sophia , along with other members of Mesirow Wealth Managementās investment research team, recently attended the Morningstar Investment Conference. The event brings together thought leaders and investment experts to share ideas about leading research and investment opportunities.
Sophia recently joined other Mesirow Wealth Advisors at the Women Advisor Summit hosted by Investment News. The event is used as a space for women advisors to come together, connect, and talk about important things about being in the industry.
Sophia represented Mesirow at the 41st Annual Celebration of Achievement hosted by The National Association of Women Business Owners Chicago. They answered questions about business and personal finances for women business owners in the area.
Sophia, along with fellow Mesirow Advisor Noah Bloch, hosted a āBeyond budgeting: Financial planning for young familiesā event in March. The two educated young couples on financial planning for their long-term goals.
Sophia recently joined other women in the investment industry for a luncheon about the latest Economic Outlook. The event was hosted by the non-profit Women Investment Professionals (WIP), which promotes connections and conversations among women in the industry.
Sophia Yudkowsky, along with fellow Mesirow Wealth Advisor Noah Bloch, hosted a āBeyond budgeting: Financial planning for young familiesā webinar for Mesirow employees who are interested in learning tips for saving and planning for the future through estate planning, insurance and budgeting. If you have any questions about planning for your future, reach out anytime.
Sophia is frequently featured on the WGN Radio 720 "Your Money Matters" show hosted by Jon Hansen.
Hear Sophia's interview where she discusses five essential financial planning topics for young families.
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