Tax Day (April 18) is just around the corner. The sooner you file, the better. northwesternmutual.com/life-and-money…

Life is nothing more than a big collection of little moments. Let’s make a plan so every moment feels financially worry-free moment.

Investing is a great way to grow money over time. But it’s important to manage the risks that come with investing. One of the best ways to do that is to strategically diversify you investments. northwesternmutual.com/life-and-money…

For affluent families looking to leave a legacy of multigenerational wealth, a dynasty trust is one of the most powerful tools in your estate planner’s toolkit. Connect with me today if you’re ready to begin your legacy planning journey. northwesternmutual.com/life-and-money…

Having a solid and flexible plan can help you ensure a stable income in any economic environment.

Reach out if you have questions about how recent government actions and the current economy are affecting your retirement plan. northwesternmutual.com/life-and-money…

The IRS has released new income thresholds for tax brackets and a new standard deduction for 2023. Here are the new numbers and a look at how to calculate how they translate into the amount of federal tax you will owe. northwesternmutual.com/life-and-money…

Investing is an important part of financial planning, but it’s just one part. Please reach out if you’d like to learn more about how investing fits into a broader financial plan. northwesternmutual.com/life-and-money…

When it comes to legacy planning, the big challenge that couples face is communicating openly with each other about what they want to happen after they die. Here’s practical advice from Keith Whitaker on moving past it. northwesternmutual.com/life-and-money…

Did you inherit an IRA after 2019? If so, new IRS guidance eliminates the recent confusion and offers some taxpayer relief. Patrick Horning, a Northwestern Mutual advanced planning attorney, explains in this brief article. northwesternmutual.com/life-and-money…

A look at why longer-duration bonds should be part of your portfolio. northwesternmutual.com/life-and-money…

UGMA accounts can be a good way to save for your child, but depending on your goals, you may want to consider additional options. northwesternmutual.com/life-and-money…

One in three Americans are proactively searching for a financial advisor.

What characteristics make some advisors stand out from others? Our Chief Distribution Officer Tim Gerend explains what clients want. linkedin.com/pulse/what-ame…

Market volatility can make investors anxious and tempt them to make drastic portfolio changes. But history suggests staying the course is the smart approach. northwesternmutual.com/life-and-money…

A financial plan that helps you get to your goals can help improve your overall wellness. Let’s start your plan today: bit.ly/3cWApae

As economic indicators shift, where can people turn for clarity? This uncertain season is the reason for a comprehensive financial plan. Our President of Retail Investments and Head of Institutional Investments Aditi Javeri Gokhale explains. linkedin.com/pulse/american…

Talk of recession on top of volatile markets can make you anxious about your financial situation. But this is exactly the kind of situation a financial plan is designed to help with. northwesternmutual.com/life-and-money…

Investing is a great first step toward building wealth for you and your family. Let's work together to find the right investments for your financial plan. Learn the difference at bit.ly/3SmRGK7.

A few quick steps each month can put you in a better financial position. northwesternmutual.com/life-and-money…

Side effects of a good financial plan include:

▪ Better sleep
▪ Smiling more
▪ General happiness

Ready to make a plan? Let’s talk.

Fulfilling bucket list items may be simpler than you think. I can help you enjoy life now, while still making a plan for the future. Let’s get started!