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

Holiday Spending

by Dan Fitzgerald
More money is spent during the holiday season on gifts, traveling, and social engagements than at any other time of the year. A recent Gallup Poll’s measure of Americans’ Christmas spending plans finds U.S. adults projecting they will spend an average of $720 on gifts...

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From the Aequus Newsletter

The Essense of Real Wealth

    It is important to keep in mind that cultural messages can have a profound influence on your financial attitudes and behaviors. Intellectually you can disagree, but emotionally those money myths can have a profound influence on the level of financial success and life satisfaction that...

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From the Aequus Newsletter

Say “Yes” to Your Priorities

    Life satisfaction means different things to different people—each person’s definition is unique. That is because life is multifaceted, and each facet contributes to the quality of life we experience as individuals. However, bringing balance to a busy personal and professional life...

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