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100 Pierce Rd, Suite 100
Itasca, IL 60143

630-285-0215
eford@cdhwealthmgmt.com

 
Your DNA Test Social Security: By the Numbers To Buy or Not to Buy Rightsizing for Retirement

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.

4Q 2017 Investor Letter

4Q 2017 Perspectives

3Q 2017 Investor Letter

3Q2017 Perspectives

2Q 2017 Investor Letter

Helpful Content

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Will You Pay the AMT?

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

 

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Rightsizing for Retirement

What does your home really cost?

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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