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™.
Helpful Content
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Supporting Local Business In a Crisis
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
Building Your Legacy
A four-step framework for building a personal legacy.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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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.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Emerging Market Opportunities
What are your options for investing in emerging markets?
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.