Living Well

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You may consider your health and your wealth as separate and distinct aspects of your life. However, charting a secure financial future and healthy life requires thoughtful and ongoing planning.

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With life expectancies increasing and the cost of healthcare rising, the concept of a holistic approach to combining health and wealth considerations makes sense.

Northern Trust collaborated with PinnacleCare, a premier healthcare advocacy company, to create the Living Well program. This program provides you and your family leading-edge perspectives on important trends affecting health and wealth and offers effective tactics in developing an integrated health and wealth plan.

Trends Promoting Health and Wealth
New insights and approaches to promote and protect your health and wealth

Prevention: Take action before any serious health or financial issues arise
Proactive Planning: Adopt a holistic, comprehensive approach
Professional Relationships: Cultivate open communication with experienced medical and financial advisors

Five Pathstones to Optimum Health and Wealth
Provides a thoughtful process that can be applied to both health and wealth planning throughout all stages of life

Identify Motivations and Goals
Evaluate Current Situation
Develop Integrated Strategies
Align Resources to Implement Plan
Monitor and Evaluate Your Results

A Roadmap for all Stages of Your Life
Designed to help adults implement decisions that affect them and their entire family

Early Years (birth to 14): Protecting Children
Teens and Young Adults (15-24): Guiding Children
Pivotal Years (25-39): Laying the Foundation
Sandwich Generation (40-54): Balancing Act
Maturing Years (55-65): Peak Productivity
Prime Time (66+): Quality of Life

Gregg Yaeger

Sr. Vice President

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Gregg Yaeger

Sr. Vice President

Gregg manages the Financial Consulting Group. He has nineteen years of experience in the financial services industry, including thirteen years advising senior executives of large corporations and other high net worth individuals. Gregg's range of expertise spans from comprehensive retirement and cash flow analysis, investments, insurance, income tax, stock options, single stock concentrations, compensation and benefits, education, major goal funding, estate tax and charitable giving.

Prior to joining Northern Trust, Gregg was the Manager of Personal Wealth Management at RSM McGladrey accounting and financial planning firm and a Senior Financial Counselor at Asset Management Group, a national financial planning firm.

Gregg earned a Bachelor’s Degree and Master's Degree in Business Administration from De Paul University. He is a member of The Financial Planning Association® and earned the Certified Financial Planner™ (CFP®) certification from the College of Financial Planning in Denver, Colorado.