TMG - The Mather Group

TMG - The Mather Group Discover how why-powered wealth management can make a difference for you and your family. Contact us for a free investment audit: themathergroup.com/contact

In case you missed yesterdays episode of Smart Money Moves, you can catch it on demand. This month's topic:Taxes in Ret...
08/27/2026

In case you missed yesterdays episode of Smart Money Moves, you can catch it on demand. This month's topic:

Taxes in Retirement
Why Your Tax Picture Changes

In this 30-minute discussion, we'll explore:

- Roth conversion timing, and why the cost of waiting compounds
- Withdrawal order set on purpose, not instinct
- The new deductions: the higher SALT cap ($40,400), the temporary senior deduction, and the income thresholds that decide how much of them you get
- The higher estate exemption, no longer scheduled to expire, and how it reshapes gifting strategy

đź”— Link in bio to watch the full video or watch at: https://www.themathergroup.com/smart-money-moves

If you missed our June Smart Money Moves episode, this is one you will definitely want to check out.Retirement Income in...
06/26/2026

If you missed our June Smart Money Moves episode, this is one you will definitely want to check out.

Retirement Income in an Uncertain World
Planning for a Lifetime of Confidence

In this 30-minute discussion, we'll explore:

· Why retirement income planning involves more than investment returns
· The transition from building wealth to living off your wealth
· What sequence of returns risk means and why it matters
· How inflation can affect spending over time​​​​​​
· Why successful retirement planning depends more on preparation than prediction

Link in bio to watch the full video or watch at:

The Mather Group Named to Crain's Fast 50 for the 6th Consecutive YearWe are proud to be recognized by Crain's Chicago B...
06/12/2026

The Mather Group Named to Crain's Fast 50 for the 6th Consecutive Year

We are proud to be recognized by Crain's Chicago Business as one of the 50 fastest-growing companies in the Chicago area.

Earning a place on the Fast 50 list for six consecutive years reflects the trust our clients place in us, the strength of our team, and our commitment to delivering coordinated wealth management to high-net-worth individuals and families nationwide.

Thank you to our clients, team members, and partners who have helped make this milestone possible. We are honored by this recognition and excited about the opportunities ahead.

Read the full press release here: https://lnkd.in/eh2uCTYe

Awards and recognitions may not be indicative of any client or prospective client experience. Chicago Crain’s is not affiliated with TMG. TMG has not made any payments for or in anticipation of this award. Please see full award criteria by visiting: https://lnkd.in/ejgp33v2

06/05/2026

In last month’s Smart Money Moves webinar, we discussed What Financial Decisions Have the Biggest Long-Term Impact?
If you’ve been thinking about your retirement plan, investment strategy, taxes, or how all the pieces connect, this was a valuable discussion.

➡️Watch on-demand now: https://www.themathergroup.com/smart-money-moves-library/may-2026

Join upcoming Smart Money Moves webinars for timely conversations on markets, investing, retirement, and financial planning.

Register for future Smart Money Moves Webinars here: https://themathergroup.zoom.us/webinar/register/WN_GqJBdbVWTYyTeP_bSKgQTQ #/registration

Check out our May episode now available to view when convenient for you.This month’s Smart Money Moves topic:What Financ...
05/29/2026

Check out our May episode now available to view when convenient for you.

This month’s Smart Money Moves topic:
What Financial Decisions Have the Biggest Long-Term Impact?

In 30 minutes, we will discuss:
-The financial decisions investors are struggling with most today
-Why emotions often influence investment and retirement decisions
-The long-term impact of short-term market reactions
-Retirement, withdrawal, and tax-planning considerations
-Why coordinated financial planning matters during uncertain environments

Don't forget to register so you're the first to know when the June webinar goes live!

đź”— Link in bio to watch the full video or watch at: https://www.themathergroup.com/smart-money-moves

$34 trillion in wealth will be controlled by women by 2030.That shift is challenging the traditional service model acros...
05/09/2026

$34 trillion in wealth will be controlled by women by 2030.

That shift is challenging the traditional service model across wealth management.

In this latest opinion article from InvestmentNews, TMG's CEO Jennifer des Groseilliers discusses why the future of advice requires a deeper understanding of clients, their goals, priorities, decision-making, and the full complexity of their financial lives.

The article explores how the industry must evolve beyond transactional relationships toward more personalized and coordinated planning experiences that better reflect the needs of today’s clients and families.

➡️ Read the full article from InvestmentNews: https://www.investmentnews.com/opinion/the-34-trillion-wake-up-call-for-financial-advisors/266413

How Your Money Story Shapes Investment DecisionsIn 30 minutes, we will explore:-What markets are signaling right now and...
05/04/2026

How Your Money Story Shapes Investment Decisions

In 30 minutes, we will explore:

-What markets are signaling right now and what matters most
-What investors should be paying attention to in today’s environment
-Where investment decisions tend to break down during volatility
-The long-term impact of short-term timing decisions
-How a structured, coordinated approach improves consistency

Link in bio to watch the full video or watch at: https://www.themathergroup.com/smart-money-moves

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