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.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
How Income Taxes Work
A quick look at how federal income taxes work.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Lifestyle considerations in creating your retirement portfolio.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
For homeowners who think their property taxes are too high, there are ways to appeal.
Understanding the value of a home warranty.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
How do the markets usually react to elections? Was the 2016 election any different?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
It's easy to let investments accumulate like old receipts in a junk drawer.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
A bucket plan can help you be better prepared for a comfortable retirement.