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.
Helpful Content
The Best Apps in Travel
Technology tips to make your next trip even better.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
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Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.