Mesirow Wealth Management

By understanding its nuances, you can maximize the potential of a Health Savings Plan (HAS) and secure your future healthcare costs. From tax-free contributions and growth to flexible withdrawal options, an HSA can be a game-changer in your financial planning. Learn more in our new article, available here, https://lnkd.in/gVAnXzff

Approximately 20% of adults ages 65 and older today are still working. If you want to retire earlier, understanding the full value of your resources can lead to a better outcome. Learn more in this new article, https://lnkd.in/eqNEUtc

Mesirow Wealth Management’s Gregg Lunceford, PhD, CFP® recently discussed key factors that help contribute to retirement success with Jon Hansen on “Mesirow Monday” on WGN Radio AM 720. Don’t miss the replay! https://lnkd.in/gFTbaEiW

If you have a family member with special needs, a wealth advisor can be a big help in crafting a comprehensive plan to meet their needs, one that accounts for: • Eligibility for public benefits • Legal needs • ABLE accounts and investment planning • Insurance needs In this article, we explore the essential aspects of financial planning for individuals with disabilities. Find it here, https://lnkd.in/gJwXVdrw

Health Savings Accounts (HSAs) have gotten a lot of attention lately as investment vehicles, given their unique blend of tax advantages and flexibility. In this article, we offer seven reasons for making an HSA part of your overall financial plan. Find it here: https://lnkd.in/gVAnXzff

January is Financial Wellness Month, a perfect time to assess and set your financial goals for 2025! Whether it’s budgeting, saving or investing, taking small steps today can lead to big rewards tomorrow. Let’s focus on building financial health and make this year your most financially empowered yet. Start by reading our article, 7 year-end financial planning tips: https://lnkd.in/eXpRWAjG

Tonight at 6pm Central, tune into WGN Radio AM 720 to hear Mesirow Wealth Management’s Gregg Lunceford, PhD, CFP®, discuss key factors that help contribute to retirement success, on a special Thursday segment of Mesirow Monday.

Mesirow is honored to be recognized with a top score of a 100 on the Human Rights Campaign Foundation’s 2025 Corporate Equality Index, the nation’s foremost benchmarking survey and report measuring corporate policies and practices related to LGBTQ+ workplace equality. As 2025 marks the sixth time Mesirow has received this recognition, we are proud of our culture that prizes diverse thought and experience. Learn more: https://lnkd.in/g_G3j3pX

Early retirement (prior to age 65) is usually offered when firms seek to reduce cost. As a result, they may be willing to share a portion of their cost savings with employees who opt to take early retirement packages. Figuring out if taking such a package makes sense for you is the subject of this new article. Learn more here: https://lnkd.in/eqNEUtc

Planning for loved ones with special needs ensures that they’ll receive the necessary support throughout their lives without jeopardizing their eligibility for government benefits. In this article, we discuss those unique considerations and others. Find it here in our new Connections newsletter. https://lnkd.in/gJwXVdrw