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.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
An increasing number have been developed to help individuals with their personal finances.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Do your insurance needs stay the same when the nest empties?
Knowing how insurance deductibles work can help you save money and give you peace of mind.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps estimate your federal estate tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator demonstrates the power of compound interest.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your capital gains tax.
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.
The importance of life insurance, how it works, and how much coverage you need.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Do you have causes that you want to support with donations? Here are three tips.
Here’s a crash course on saving for college.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The market is as unpredictable as the weather. We’d love to help you prepare.