Mesirow Wealth Management

Having “the talk” with your kids about your estate isn’t easy, but when it comes to legacy planning, NOT having these discussions can create more stress and anxiety in the long run. In this new article, we offer tips to help facilitate the conversation and help you decide how best to begin. Read it here, https://lnkd.in/gZbk2Pag

There are many new and exciting experiences that come with going off to college. One of them is managing finances independently for the first time – a task that can be daunting without proper guidance. In this new article, part of our Connections newsletter, we offer tips for staying financially organized that can help students be successful in school and beyond graduation. Find it here. https://lnkd.in/gwVyHDfy

There are many new and exciting experiences that come with going off to college. One of them is managing finances independently for the first time – a task that can be daunting without proper guidance. In this new article, part of our Connections newsletter, we offer tips for staying financially organized that can help students be successful in school and beyond graduation. Find it here. https://lnkd.in/gwVyHDfy

Estate planning often involves juggling state and federal tax analysis, gifting strategies, business succession planning and more. A Mesirow Wealth Advisor can help you know what to expect and prepare for future contingencies at no cost as part of our commitment to serving you and your family. Download our estate planning 1-pager to see all the ways we can help you. https://lnkd.in/gNwvMhvf

Mesirow Wealth Management is proud to announce that the firm has been named to Barron’s Top 100 Firms for the fourth consecutive year. Our advance to #41/100 reflects the firm’s focus on growing our business organically and through strategic acquisitions. https://lnkd.in/eeVKxHCW

We are pleased to announce that the firm has been named to Barron's Top 100 RIA Firms list for the fourth consecutive year. This year, Mesirow advances to a ranking of #41 from #48 in 2023, reflecting the firm’s focus on growing its Wealth Management business through both organic growth and strategic acquisitions. Learn more: https://lnkd.in/enD5Yav5

When two or more persons own a business, a Buy-Sell Agreement serves a critical role in defining what happens if an owner exits the business. However, a recent U.S. Supreme Court decision may have a significant impact on closely held businesses with certain Buy-Sell Agreements. Learn more in this new article. https://lnkd.in/gmEk7XXh

Whether you’re creating an estate plan or trying to make sense of an existing one, working with a Mesirow Wealth Advisor can help to simplify the process and bring peace of mind. Our new fact sheet provides a quick guide on all the ways you can use Mesirow’s in-house services to make the process easier. Download it here. https://lnkd.in/gNwvMhvf

Estate planning is a critical component for young families and involves drafting essential documents such as wills, trusts, and powers of attorney to outline their wishes and protect their loved ones' interests. Noah Bloch, CFP® and Sophia Yudkowsky, CFP® wrote about a few key items for young families to discuss in their latest Connections article. Read more: https://lnkd.in/gyYT7wM4

Heading off to college can be exciting and scary at the same time. For some, it may be the first time they are moving away from home and managing their personal finances more independently. In this new article in our Connections newsletter, we offer tips that may help students and their families prepare for heading off to school. Find it here. https://lnkd.in/gwVyHDfy