LifeWorth Financial

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LifeWorth Financial Bringing clarity of purpose, financial security and serenity into our clients’ lives helps enable them to achieve their goals with confidence.

Markets have continued to climb, but leadership has become more concentrated as investors weigh persistent inflation, hi...
10/15/2026

Markets have continued to climb, but leadership has become more concentrated as investors weigh persistent inflation, higher rates, and rising uncertainty. See Northwestern Mutual Wealth Management Chief Investment Officer Brent Schutte’s take on what the shift from broad growth to narrower market leadership could mean for investors. https://www.northwesternmutual.com/life-and-money/why-market-leadership-is-narrowing-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_quarterly_field&utm_term=leadership-is-narrowing&agentid=0K5747

Recent market moves showed how quickly sentiment around artificial intelligence can affect broader indexes. This week’s ...
10/13/2026

Recent market moves showed how quickly sentiment around artificial intelligence can affect broader indexes. This week’s market commentary explains why diversification remains important, even as AI continues to shape market leadership. https://www.northwesternmutual.com/life-and-money/ai-market-volatility-puts-portfolio-diversification-to-the-test-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=ai-market-volatility&agentid=0K5747

Economic growth remains strong, but rising interest rates and inflation pressures are creating new risks for investors. ...
09/29/2026

Economic growth remains strong, but rising interest rates and inflation pressures are creating new risks for investors. See the latest market commentary from Northwestern Mutual Wealth Management CIO Brent Schutte. https://www.northwesternmutual.com/life-and-money/what-rising-interest-rates-mean-for-investors-as-growth-remains-strong-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=rising-interest-rates&agentid=0K5747

Financial confidence doesn't look the same at every age, and it shouldn't. What matters to a ten year old with a piggy b...
09/21/2026

Financial confidence doesn't look the same at every age, and it shouldn't. What matters to a ten year old with a piggy bank is different from what matters to a new grad, a parent juggling a dozen things at once, or someone stepping into retirement.

So we put together a few of our favorite books and podcasts for each stage of life. Nothing complicated. Just a starting point.

Swipe through and let us know: which stage are you in right now, and what's one thing you're working on?

Inflation remains sticky, interest rates are moving higher, and the economic benefits of artificial intelligence are sti...
09/15/2026

Inflation remains sticky, interest rates are moving higher, and the economic benefits of artificial intelligence are still unfolding. Here’s Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s take on why diversification remains important in today’s market environment. https://www.northwesternmutual.com/life-and-money/what-higher-interest-rates-and-sticky-inflation-mean-for-investors/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=higher-interest-rates&agentid=0K5747

There are dates we mark on a calendar, and there are dates that stay with us no matter how much time passes.September 11...
09/11/2026

There are dates we mark on a calendar, and there are dates that stay with us no matter how much time passes.

September 11 is one of those.

Today we think of the lives lost, the families still living with that absence, and the ordinary people who became extraordinary in how they showed up for one another that day and in the years since.

We remember.

Markets have been supported by resilient growth and enthusiasm around artificial intelligence, but the policy backdrop m...
09/01/2026

Markets have been supported by resilient growth and enthusiasm around artificial intelligence, but the policy backdrop may be changing. Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte explains why sticky inflation, higher debt costs and uncertainty around where AI-related gains ultimately land make diversification especially important. https://www.northwesternmutual.com/life-and-money/what-higher-interest-rates-could-mean-for-markets-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=higher-interest-rates&agentid=0K5747

Turning 65 comes with a few pleasant surprises at tax time. Here are seven worth noting, from a bigger standard deductio...
08/26/2026

Turning 65 comes with a few pleasant surprises at tax time. Here are seven worth noting, from a bigger standard deduction to giving straight from your IRA. Swipe through and see what might apply to you.

Every situation looks a little different, and that's exactly why we're here. If you're curious how this fits into your financial plan, let's talk.

Learn more here: https://www.northwesternmutual.com/life-and-money/hidden-tax-breaks-for-seniors-over-65/?utm_source=facebook&utm_content=_&agentid=0K5747

Address

6235 Carnegie Boulevard
Charlotte, NC
28211

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4:30pm

Telephone

+17044424410

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