Meeting Life’s Challenges

Photo of The Aequus Team

Change is never-ending and often challenging. Sometimes it is event driven, like the death of a love one, a divorce, retirement, health crisis, an inheritance, sale of a business, or career advancement and working through the details of executive compensation. The transition between a triggering event and a new “normal” can be fraught with an overwhelming array of decisions, demands and emotional upheaval. The Aequus financial team is expert in guiding clients through the maze, using tools and processes developed through 25 years of experience.

Enjoy a life well lived. Call Nancy today at (312) 664-4090 to set up an appointment with an Aequus advisor.

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From the Aequus Newsletter

New Year, New Beginning, Same Old You

Celebrating the New Year means making resolutions for many. As January fades away, so, too, do our actions regarding our commitments or resolutions. Resolve is defined as “to make a definite and serious decision to do something.”

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From the Aequus Newsletter

Managing Transitions in Your Life

    In the lyrics of the song “Beautiful Boy (Darling Boy)” by former Beatle John Lennon, is his famous quote “Life is what happens to you while you’re busy making other plans.” Who among us hasn’t felt that statement to be true at one time or another in our lives?

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From the Aequus Newsletter

Redefining Smart Goals

Many of us have been taught about setting goals through the use of the SMART acronym. The theory is that in order to be successful in our pursuits, our goals must be: Specific, Measurable, Attainable, Realistic, and Measurable…

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