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™.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Making the most of surprises is a great reason to work with us.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Five phases to changing unhealthy behaviors.
There’s a link between debt and stress.
Learn when it may not make sense to file a claim on your home insurance.
Learn more about women taking control of their finances with this infographic.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps estimate your federal estate tax liability.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
When markets shift, experienced investors stick to their strategy.
Taking your Social Security benefits at the right time may help maximize your benefit.
You’ve made investments your whole life. Work with us to help make the most of them.
Here’s a quick guide to checking to see if you have unclaimed money.