Reach out if you have questions about how the recent IRS changes may affect your financial plan. northwesternmutual.com/life-and-money…

For small business owners, long-term financial planning is critical for continued growth. Reach out today and I can help you build a financial plan that focuses on the future.

A long-term disability can have a significant impact on your financial planning in the event you get sick or hurt and can’t work. I’d love to connect to show you how disability insurance can benefit you. northwesternmutual.com/life-and-money…

If you’re contemplating getting married, we can help you and your partner navigate through some important money conversations. northwesternmutual.com/life-and-money…

Retirement is a huge life goal to save for, so here are a few considerations to see if you’re on track. northwesternmutual.com/life-and-money…

It’s certainly possible, but it all hinges on the lifestyle you plan to live in retirement. Let’s talk about your retirement aspirations and set a savings goal that’s right for you. northwesternmutual.com/life-and-money…

Reach your new level of financial confidence. We do financial planning differently, so you can. It’s an approach shown by Ernst & Young to give you better long-term financial outcomes than other approaches. Sound good? Let’s get started.

According to a Northwestern Mutual/Forbes survey, only 34% of business owners have a fully formed succession plan.

Have you considered how your business will endure without you? Connect with me to discuss your exit strategy today. northwesternmutual.com/life-and-money…

Savings accounts are a great place to keep a portion of your savings. Here’s what to know about them and how much you may want to keep in one. northwesternmutual.com/life-and-money…

Different asset classes have different risk/reward characteristics. Here’s a basic intro to risks associated with different asset classes. northwesternmutual.com/life-and-money…

These may sound fancy, but they’re really just accounts that let you invest money for future goals. Please reach out if you’d like to learn more about how we can help you build a plan to reach your goals. northwesternmutual.com/life-and-money…

While for most Americans splitting assets evenly among heirs is the norm, many are also electing to leave unequal inheritances for their heirs as a part of their legacy plans. Let’s have a conversation about your legacy plan today. northwesternmutual.com/life-and-money…

How can you reach a new level of financial confidence? Watch and see how our unique approach to planning can show you the way. Then let’s talk.

While you often can leave funds in an old 401(k), it may be beneficial to consider rolling them into a new account. Please reach out if you’d like to discuss your situation. northwesternmutual.com/life-and-money…

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…

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

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…

Reach your new level of financial confidence. We do financial planning differently, so you can. It’s an approach shown by Ernst & Young to give you better long-term financial outcomes than other approaches. Sound good? Let’s get started.

New to investing? We break down some of the most common types of investments. Please reach out if you’d like help getting started and seeing how investments fit into your larger financial plan. northwesternmutual.com/life-and-money…

You probably know a 401(k) is a retirement account. But did you know that it has some pretty cool tax advantages? Please reach out if you’d like to discuss how a 401(k) fits into your broader financial plan. northwesternmutual.com/life-and-money…