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.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
This worksheet can help you estimate the costs of a four-year college program.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
The item most homeowners forget on their home improvement project checklist is insurance.
At what point can you call a personal vehicle commercial?
One way to find money is to examine your current spending habits and eliminate money wasters.
Tips to avoid checking in luggage on your next vacation.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your capital gains tax.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate your monthly and annual income from various IRA types.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
A special needs trust helps care for a special needs child when you’re gone.
Here are five facts about Social Security that might surprise you.
Are you ready for retirement? Here are five words you should consider.
Do you have causes that you want to support with donations? Here are three tips.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
It’s never a bad time to speak with your financial advisor about changes in your situation.