Tatum Myers- Northwestern Mutual

02/05/2024

⏰ Eleven key tax changes are scheduled for the end of 2025. Let’s navigate the changes coming and stay on track to meet your financial and life goals together.

These 11 key tax changes are set to occur at the end of 2025 if the Trump tax cuts sunset as scheduled. Here is what you need to know.

02/01/2024

Happy everyone. And there’s so much to celebrate. From art to science to business, and more, Black Americans continue to do great things for their communities and for the country. Comment below how you’ll be celebrating.

01/30/2024

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte discusses where we are in the business cycle and why it may mean rate cuts are on hold.

The decline of the inflation rate could reverse if the Fed cuts rates too soon. Read more in our Weekly Market Commentary.

01/26/2024

Just got a bonus or expecting one soon?!

A bonus is a great perk—but it can quickly move you into a new tax bracket, increasing your tax bill. Let me know if you have any questions regarding minimizing what you owe!

The IRS has different withholding rules for bonuses than it does for your regular pay. Here’s what you need to know about how bonuses are taxed.

01/25/2024

Setting financial goals that include amounts and dates? Good plan. It’s great to have a goal to pay off your debt or to save more. But to really make it work, you’ll want to include how much and by when. I’m here to show you how to get there. Reach out anytime.

01/24/2024

What does it take to get your career on a sprint to the end zone? Maybe it’s being positioned for success and taking your skills to the next level. Or maybe it’s being a team leader, and having your hard work recognized and rewarded. Reach out to me to learn more.

01/23/2024

"Vested" is a very common term used in retirement plans. What exactly does it mean?

If you’re looking to understand how a vesting schedule impacts your retirement savings, we can schedule a time to connect and review your retirement plan!

Vesting has to do with ownership over your employer’s retirement contributions. Here’s how it works.

01/23/2024

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte makes the case that now is not the time for the Fed to take a victory lap.

Are recent comments from the Federal Reserve undercutting its efforts to fully extinguish inflation? Read more in our Weekly Market Commentary.

01/22/2024

Ever get confused on the difference between stocks and bonds? Here is a quick break down!

If you would like to schedule an introductory conversation regarding investments, I am more than happy to be a resource.

01/16/2024

What does a game changing career look like? Maybe it means work you look forward to doing for the rewards and recognition you crave. Maybe it’s where you get to be your own boss and impact your community. Reach out to me to learn more.