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Award recognizes “advisors that are leading the way”, Ranking based on quantitative and qualitative measures that identify the highest standards of best practices, Recognition comes as Mesirow Wealth Management continues to grow organically as well as through strategic acquisition, CHICAGO March 11 2025, – Mesirow an independent employee-owned financial services firm today announced that Wealth Advisor, Jennifer Rosenblum CFA, has been recognized in the 2025 Top Women Wealth Advisors Best-in-State ranking by Forbes 1 Based on advisor surveys and interviews the 2025 list features over 2400 experienced women who cumulatively manage approximately $36 trillion in assets   According to Forbescom Forbes ’ Top Advisor rankings “…are the only advisor rankings with a focus on quality including interviewing advisors” The…, Mesirow Wealth Management CEO, Brian Price, “Jennifer exemplifies excellence as we continue to grow our founding capability of wealth management and we look forward to her continued contributions to Mesirow and the individuals families and organizations she serves”  , Jennifer Rosenblum CFA, joined Mesirow in 1997 and has more than 35 years of experience in the financial services industry Throughout her career she has specialized in working with individuals families charitable organizations and business owners to help them create comprehensive financial planning strategies to accumulate protect and distribute their wealth Jennifer is a mentor in the Link Unlimited Scholars Program a…, About Mesirow,   Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with offices around the world we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Global Investment Management Capital Markets & Investment Banking and Advisory Services we invest in what…

Award recognizes “up and comers … who stand among the very best in wealth management” , Ranking based on quantitative and qualitative measures that identify the highest standards of best practices, Recognition comes as Mesirow Wealth Management continues to grow organically as well as through strategic acquisition, CHICAGO September 5 2024, – Mesirow an independent employee-owned financial services firm today announced that Wealth Advisors, Jeffrey Condren CFP ®, and, Brian Lorber CFP ®, have been named 2024 Best-in-State Top Next-Gen Wealth Advisors by Forbes Based on advisor surveys and interviews the 2024 list comprises 1621 top professionals born in 1985 or later and with a minimum of four years of experience as an advisor   According to Forbescom “We believe our Top Next-Gen Wealth Advisor rankings are an early peek of our future Top Wealth Advisor rankings… They’re…, Brian Price, “Both are building upon our 87-year legacy of serving individuals and families with professionalism and purpose and we look forward to their continued contributions to Mesirow and service to clients”  , Jeffrey Condren CFP ®, joined Mesirow in 2015 and has nearly two decades of experience in the financial services industry Throughout his career he has provided invaluable guidance to a diverse clientele navigating families though complex economic landscapes and market fluctuations Jeff currently serves as the President of the Ravinia Associates and is an Executive Board of Trustee member at Ravinia Music Festival, Brian Lorber CFP ®, joined Mesirow in 2010 and has 14 years of experience in the investment industry specializing in portfolio design and planning He and his team have spent decades building strong relationships with their clients and in many cases now proudly serve four generations of families As a Barron’s Top 100 RIA firm Mesirow Wealth Management offers a differentiated approach that places equal emphasis on…, About Mesirow , Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with offices around the world we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Global Investment Management Capital Markets & Investment Banking and Advisory Services we invest in what matters…

If you can afford to cover your family’s health care costs out-of-pocket (without spending your Health Savings Account (“HSA” consider investing those HSA assets instead The tax-free growth in these assets can accumulate significantly over time to help fund health care costs in retirement freeing your retirement assets up to help fund your retirement goals, Not everyone has access to an HSA but if you do there are opportunities to potentially integrate these accounts into your overall financial plan HSA accounts are only available for individuals and families covered by a high-deductible health plan (“HDHP” Since HDHPs have higher out-of-pocket deductibles than traditional coverage individuals and families must be comfortable with paying “first…, Here are four reasons to stop spending and start investing your HSA assets, Take advantage of federal triple tax benefits, Annual contributions of $8550 per family (2025¹ are made with pre-tax dollars Tax-deferred growth Tax-free withdrawals for health care expenses, Pay for medical expenses past and present, HSA accounts allow you to withdraw these assets to reimburse yourself for health care expenses both past and present If you have retained detailed documentation of all medical expenses since your HSA was opened and you paid for these expenses out of pocket you can repay yourself from the HSA later even if those expenses were from 10 or 20 years ago It is crucial that you keep detailed…, Know that you will have “enough” for health care expenses without having to spend your retirement assets, Health care costs will likely be one of the largest expenses individuals face in retirement and they continue to rise unpredictably On average individuals pay $295000 ²  in health care expenses during their retirement not including long term care These expenses are a combination of prescription drug out-of-pocket costs premium payments associated with Medicare Part B and D and Medicare cost-…, Invest your HSA assets as part of your overall portfolio, Your wealth advisor can help you invest these assets into a diversified portfolio of mutual funds or exchange traded funds (ETFs which integrate into your overall financial plan to support your lifetime goals  Source Mesirow Health care is commonly a financial concern among investors HSA can be an effective long-term saving vehicle to help cover health care expenses in retirement and it can…, Published February 2025, 1  https//wwwshrmorg/topics-tools/news/benefits-compensation/irs-announces-2025-hsa--hdhp-limits   2 Fidelity Benefits Consulting estimate 2020 Estimate based on a hypothetical couple retiring in 2020 65 years old with life expectancies that align with Society of Actuaries RP-2014 Healthy Annuitant rates with Mortality Improvements Scale MP-2016 Actual expenses may be more or less depending on…