FOR THE WORKING MEN AND WOMEN OF ORGANIZED LABOR
Megent Financial is an independent retirement and financial services firm in the greater Chicago area with industry roots dating back to 1918. Our approach is unique in our industry, as our clients are typically NOT high net worth individuals, executives and business owners, but rather the Working Men and Women of Organized Labor. As a fully independent firm, we are impartial and are able to provide unbiased financial advice while making the most suitable recommendations for our clients, custom-fit to their individual situations, needs and desires – situations, needs and desires which are nothing like those of the average, non-Labor investor.
The experience we bring to the aspect of defined benefit and defined contribution pension plans as well as retiree health and welfare benefits separates us. We have the knowledge and experience required to objectively, diligently and holistically navigate our type of client through all of the financial phases of life.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Do your insurance needs stay the same when the nest empties?
This worksheet can help you estimate the costs of a four-year college program.
Gaining a better understanding of municipal bonds makes more sense than ever.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Tips on insuring your teen driver.
There are common mistakes you can avoid when saving for retirement.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator demonstrates the power of compound interest.
Estimate your monthly and annual income from various IRA types.
Estimate how much you have the potential to earn during your working years.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
What is your plan for health care during retirement?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Are Real Estate Investment Trusts right for your portfolio?
What does your home really cost?
You’ve made investments your whole life. Work with us to help make the most of them.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.