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.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
It's important to understand how inflation is reported and how it can affect investments.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
How long does a $20 bill last?
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much you have the potential to earn during your working years.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the total cost in today's dollars of various mortgage alternatives.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
All about how missing the best market days (or the worst!) might affect your portfolio.
Recent changes in estate tax laws could affect the strategy you have in place.
There are three things to consider before dipping into retirement savings to pay for college.
What does your home really cost?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
It's easy to let investments accumulate like old receipts in a junk drawer.