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How to Access Wealthscape. Once at the home page, click 'Register Now' to enroll*. You will be asked for the last four digits of your social security number, your.

Nonretirement and retirement accounts will be included in this list, as well as accounts that you have access to on Wealthscape Investor SM using your ID and password. Select the nonretirement accounts from which you wish to import tax information and follow the instructions in H&R Block ®.

By Stephanie Feldman, CFP®, CTFA It's a fact; couples in the U.S. Are marrying later in life, especially college educated professionals. As a result, both partners have often begun to save, invest, and accumulate assets. Premarital financial planning has therefore become extremely important. As we get older, it becomes increasingly important to ensure that our health care needs and desires are well documented and understood by our family, friends, medical providers, and professional advisors.

This is why so many people seek counsel to draft or update health care and other estate planning documents. Historically, if a Corporate Trustee is named in your estate plan the named Corporate Trustee is responsible for all fiduciary duties, including the management of the assets. A directed trust allows the management of the assets to be separate from the trustee’s administrative duties. As such, your investment advisor can continue to do what they have always been doing for you and your family. With the changes made by the Tax Cuts and Jobs Act of 2017, my wealth is nowhere near the heightened exemption amount.

So, I don’t need to worry about an estate plan, do I? The increased exemption amount may change how an estate plan is structured, but it does not alleviate the need for planning! You often see the terms Agent, Trustee, and Executor in various legal documents. Each of these appointments allows for someone to care for your financial household in the event you are unable to act and upon your passing. But, what is the difference between these three roles, and why does it matter who you appoint to each role? By Zackary Meuser, CFP® Most of us conceptually understand the concept of 'compound interest,' but in this article we take that idea to the next level and transform the concept of 'uninterrupted compounding' into action.

Wolverines After Work Zack Meuser recently hosted a workshop for University of Michigan alums to share ideas and answer questions on a number of important financial planning topics, including maximizing tax planning strategies, college funding, investing during market volatility, managing personal debt, and the importance “uninterrupted compounding.” Wealth Creation for Young Professionals Our team provides educational seminars to help young professionals make smart financial planning choices and to network. If you're interested to be on our invite list. Wealth advisory services offered by Mesirow Financial Investment Management, Inc., an SEC-Registered Investment Advisor. Securities offered through Mesirow Financial, Inc., member FINRA, SIPC. Advisory Fees are described in Mesirow Financial Investment Management Inc.’s Part 2A of the Form ADV. Mesirow Financial refers to Mesirow Financial Holdings, Inc.

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