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 straightforward 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.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
There are ways to improve your physical fitness without denting your fiscal fitness.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Five strategies for managing your student debt.
How literate are you when it comes to your finances? Brush up with these five basics.
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you may need to save for retirement.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Taking your Social Security benefits at the right time may help maximize your benefit.
There are three things to consider before dipping into retirement savings to pay for college.
Around the country, attitudes about retirement are shifting.
Learn how to harness the power of compound interest for your investments.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Even low inflation rates can pose a threat to investment returns.