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
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
The SECURE Act Starts the Clock on Inherited IRAs
Learn about the changes the SECURE Act wrought on inherited IRAs with this concise article.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
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Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.