CDH Wealth Management is an independent financial services firm committed to the long-term financial success of its clients. We partner with individuals and families to design and implement customized investment, financial and wealth plans. We also work with businesses and not-for-profits to identify and implement strategies for their qualified plan (e.g. 401(k)) and investment needs.
We encourage you to explore our site and learn more about our staff and the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at 630-285-0215. We look forward to hearing from you.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
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.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Purchasing homeowners insurance is critical for protecting your home.
For homeowners who think their property taxes are too high, there are ways to appeal.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
This calculator helps estimate your federal estate tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator shows how inflation over the years has impacted purchasing power.
This questionnaire will help determine your tolerance for investment risk.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
There are three things to consider before dipping into retirement savings to pay for college.
There are hundreds of ETFs available. Should you invest in them?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Have you explored all your options when it comes to managing your taxable income?
Taking your Social Security benefits at the right time may help maximize your benefit.