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.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
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.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
There’s a link between debt and stress.
In the face of divorce, making changes to insurance coverage may be overlooked.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Marriage changes everything, including your insurance needs.
A collection of tips from professional travelers.
This calculator can help you estimate how much you should be saving for college.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Learn how to harness the power of compound interest for your investments.
Making the most of surprises is a great reason to work with us.
When should you take your Social Security benefit?
There are hundreds of ETFs available. Should you invest in them?
A special needs trust helps care for a special needs child when you’re gone.
How do the markets usually react to elections? Was the 2016 election any different?