Wealth insights hub

Starting the new year is more than a time for resolutions; it's a powerful moment to align your financial life with what matters most to you and your family.

Present generations will have life experiences and responsibilities that are far different and potentially more demanding than others before us and must do more to anticipate them.

Active early planning and some creativity can help position your family to be financially well-prepared to send the next generation off to college.

A quarterly overview of equity, fixed income and commodities markets.

Making a New Year's resolution can be positive if done correctly, as it requires us to reflect and analyze our personal position as well as set goals than can motivate change. However, it is not uncommon for individuals to finish the year unsuccessfully and with regrets.

How these plans reduce current tax liability and enhance retirement income.

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? The most common categories of employee benefits are health care, life and disability protection, and retirement savings. 

There have been many times in our nation's history when unforeseen circumstances or economic shifts have created significant change. Although the history books have not yet been written on what we are all going through now, it is probable that for many of us, changing circumstances are impacting both short- and long-term priorities.

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.

While inflation remains relatively high, it is prudent to challenge if I Bonds are still an appropriate savings vehicle going forward.

Whether you have been in the workforce for the last three years or are a recent graduate, here are some quick financial planning tips to jumpstart your wealth accumulation journey.

Just like any well-run business, well-organized individuals and families have a system in place to document and track their finances. Below are four ideas that you can implement to get started on organizing your financial life and taking the first steps towards answering your unique questions.

With our increased dependency on internet-based online solutions, it is important to keep your information safe and secure.

Most of us think of our pre-retirement years as a period of anticipation. Children can now look after themselves. A fulfilling retirement is finally within your grasp. For many people, however, having to take care of an aging relative torpedoes that vision. While becoming a caregiver may be unexpected, there are some advance steps you can take so you won't be caught completely off guard.

Annual contribution limits, tax rates and payment requirements

What does life look like after your career? For many, retirement isn’t just about leaving work—it’s about discovering a new purpose.

Gregg discussed what it is like to redefine retirement for the 21st Century and shared how today’s retirees are seeking more than financial stability

One solution to consider, when thinking about who to leave your IRA to, is leaving your IRA to a testamentary Charitable Remainder Unitrust (CRUT) for the benefit of your heirs and, ultimately, your preferred charity.

Retirement has changed greatly in recent decades and yours may be different from what your parents and grandparents experienced. To prepare for what retirement could be for you, it is important to understand a few retirement myths and what retirement may not be.

Drawing from his doctoral research and 30+ years of financial services experience, Gregg shares how emotional awareness and personal values are critical in planning a retirement that truly fulfills.

This isn’t just a conversation for retirees. It’s for professionals thinking long-term.

Reflections from Omaha: Six core investment principles 

President Trump's tariff announcement on April 2, 2025, was much more significant than markets expected, resulting in sharp selloffs across most equity markets.

When planning how to donate to charitable causes, it is important to be aware of all of the tax implications. Two strategies often used by individuals and families are donor-advised funds (DAFs) and private foundations; each has unique costs and tax advantages.

Will there be an adjustment to the current estate tax and if so, what planning strategies may be helpful to think about and potentially implement?

Lifestyle goals and other accomplishments may take longer as individuals need more time to establish themselves.

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.

When families have dependents with special needs, planning for a secure financial future can feel complex and often daunting. Explore strategies and solutions here.

Retirement used to mean the end of an era, and was solidified by a person’s complete exit from the workplace, not any more. Learn how entrepreneurship can be a retirement lifestyle choice for you.

Watch the Mesirow Minute video and find resources on retirement.

Watch the Mesirow Minute video and find resources on retirement.

Watch the Mesirow Minute video and find resources about charitable giving

Watch the Mesirow Minute video and find resources about tax efficient investing strategies.

Rising interest rates have a significant impact on a fixed income portfolio: as interest rates increase, bond prices typically decrease

As stocks dip this year, some investors are taking advantage of the market volatility by converting their traditional pre-tax IRAs to a Roth IRA.

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