Garret Dunham - Northwestern Mutual

Garret Dunham - Northwestern Mutual I am Garret Dunham a dedicated Financial Representative. I have a passion for helping individuals and families achieve their financial goals.

My philosophy is integrity and transparency. I want to have authentic real relationship with all my clients.

Opening an account is easy, but determining how much to contribute and how to invest your funds involves a bit more plan...
03/18/2025

Opening an account is easy, but determining how much to contribute and how to invest your funds involves a bit more planning. Reach out if you’d like help designing your retirement savings plan.

A Roth IRA can be an excellent way to invest and save for retirement, here’s what to know about how to start a Roth IRA.

This is a key financial change when you end a marriage. As you go through this difficult situation, I'm here to help wit...
03/18/2025

This is a key financial change when you end a marriage. As you go through this difficult situation, I'm here to help with your money.

Here’s what to know about filing taxes as you untangle your finances from your former spouse’s.

As uncertainty in the market grows, a tried-and-true approach can help investors stay on track.
03/18/2025

As uncertainty in the market grows, a tried-and-true approach can help investors stay on track.

Tariffs have added a wild card to an already hard-to-predict economy. So how should investors react?

Heads up, parents!
03/18/2025

Heads up, parents!

The “kiddie tax” makes a child’s unearned income, like investment gains, taxable at their parents’ tax rate if the amount is greater than $2,700. Learn more about it.

03/06/2025

Smart travel planning begins with a solid budget (and a little extra cushion). Let’s get your wallet Spring Break ready.

If you’re unsure whether you’ve done enough to prepare for retirement, let’s talk through your blind spots and opportuni...
03/06/2025

If you’re unsure whether you’ve done enough to prepare for retirement, let’s talk through your blind spots and opportunities together.

Retirement planning looks different for women than it does for men because of specific risks. Here are 6 challenges specific to women and retirement.

If you’re ready to ramp up your retirement savings, I can help you build a plan.
02/26/2025

If you’re ready to ramp up your retirement savings, I can help you build a plan.

Learn how much you should have in your 401(k) by age 30, 60 or any age. Here’s how to plan your 401(k) contributions to reach your financial goals in retirement.

Adjusting your portfolio in a down market is a complex exercise no one wants to do—but there are important rules you’ll ...
02/26/2025

Adjusting your portfolio in a down market is a complex exercise no one wants to do—but there are important rules you’ll want to keep in mind as you sell stock. Reach out if you need help.

Here’s what you need to know about this tax-loss harvesting rule.

Talking about money with your spouse before you combine finances can help you get on the same page. Here’s what to discu...
02/05/2025

Talking about money with your spouse before you combine finances can help you get on the same page. Here’s what to discuss.

It probably feels good to be in demand, but you may want to think through a few things. Either way you go, this is proba...
02/04/2025

It probably feels good to be in demand, but you may want to think through a few things. Either way you go, this is probably also a good time to check in on your financial plan--or make one if you don’t have one yet.

When you decide to change jobs, your current employer might try to keep you around. Here's how to handle a counteroffer from that employer and what you should consider.

If you’re thinking of making your next big move, we’ve got some tips to help you strategize.
02/04/2025

If you’re thinking of making your next big move, we’ve got some tips to help you strategize.

The timing of a job search is just as crucial as where and how to look. If you're in the market, here's what to know about the best times of year to apply for jobs.

🌱 You might be able to grow your retirement savings with a 401(k). And if your employer matches contributions, it's like...
01/30/2025

🌱 You might be able to grow your retirement savings with a 401(k). And if your employer matches contributions, it's like getting “free money.”

Learn about an employer match for your 401(k). It’s a contribution by your employer to match money you put in—essentially “free money” to supercharge your retirement savings.

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Appleton, WI

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