FOR THE WORKING MEN AND WOMEN OF ORGANIZED LABOR™
Megent Financial is an independent retirement and investment services firm headquartered in the greater Chicago area with industry roots dating to 1918. Our approach is unique in our craft, as our financial planning solutions are designed to help meet the unique needs of the Working Men and Women of Organized Labor™. As a fully independent firm, we are impartial, meaning we make recommendations that reflect our deep understanding of the benefits and financial considerations associated with union membership. Our financial planning solutions are exclusively built for you™.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Building Your Legacy
A four-step framework for building a personal legacy.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
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Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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An amusing and whimsical look at behavioral finance best practices for investors.
Your DNA Test
Preparing for the unexpected can make all the difference if your family relies on your income.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.