Joshua Schmalz, RICP - Northwestern Mutual

01/14/2026

I can help you adjust your financial goals for 2026 so they’re realistic and helpful. Let’s make 2026 the year you finally meet every one of them.

01/12/2026

Need a starting point to create your financial goals for the year? The attached article has some helpful tips to get you moving in the right direction. Reach out if you'd like help with strategy! Here for you - Josh

Set yourself up for financial success in 2026. After all, the right time for a review of your money is right now.

01/07/2026

Looking for someone to point you in the right direction? I can help you start the new year strong with a plan. The right time is right now.

12/18/2025

Each month of 2026 presents an opportunity to grow financially. Let’s get creative and find what works best for you. Reach out to get started.

12/18/2025

When your wife has access to your calendar...

"Take Jen to the Christmas Market"

You take her ;)

12/03/2025

With the end of 2025 around the corner, it’s important to close out your finances on a positive note. This includes minimizing your 2025 taxes. Let’s review some strategies so you go into tax season with confidence.

11/17/2025

Interested in investing? There's so much info on the internet! But that's the problem... there's so much information, you have to sift through good and bad to try to decipher what's actually going to be beneficial and wise for you! The internet can be a great tool - but it doesn't take the place of someone who is sitting in your corner wanting the best for you. Here to help - Josh

Learn how to start investing with this guide for beginners, including investments for beginners to consider, investment strategies and where to invest.

11/13/2025

Social Security has some changes coming in 2026. Here's what we know!

Here for you - Josh

 The Social Security Administration has announced its annual cost-of-living adjustment for 2026. Here’s how much more you can expect.

11/11/2025

Thank you, veterans! We salute you!

11/03/2025

New seasons require new strategies! Let me know if you're entering a new season in your life so we can make the right adjustments to your financial plan. Here for you - Josh

10/29/2025

This is the 155th consecutive year of returning dividends to policyowners! And the 35th consecutive year that Northwestern Mutual has earned the highest financial strength ratings awarded to any U.S. life insurance or financial services company from each of the four major agencies!

See more: https://www.northwesternmutual.com/life-and-money/northwestern-mutual-expects-record-breaking-dividend-payout/?utm_source=facebook&utm_medium=organic_social&utm_content=_field&agentid=0C9326

10/23/2025

Ready to review the highlights of 2025’s finances? I can help you finish this year strong and start next year even stronger. The right time is right now.