LifeWorth Financial

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

AI is driving stocks higher—but narrow market leadership means that there is more to these gains than meets the eye. Nor...
06/02/2026

AI is driving stocks higher—but narrow market leadership means that there is more to these gains than meets the eye. Northwestern Mutual Wealth Management CIO Brent Schutte examines what’s underneath the gains and why diversification still matters. https://www.northwesternmutual.com/life-and-money/ai-boom-powers-sp-500-gains-amid-uneven-economic-growth-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=ai-boom-powers&agentid=0K5747

AI leadership, hotter inflation signals, and a changing of the guard at the Fed—Northwestern Mutual Wealth Management Co...
05/27/2026

AI leadership, hotter inflation signals, and a changing of the guard at the Fed—Northwestern Mutual Wealth Management Company CIO Brent Schutte breaks down the economic data and markets news investors need to know. https://www.northwesternmutual.com/life-and-money/stocks-rise-on-ai-optimism-while-fed-signals-higher-rates-for-longer-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=ai-optimism&agentid=0K5747

This Memorial Day, we honor the brave souls who sacrificed everything for the freedoms we hold dear. May we never forget...
05/25/2026

This Memorial Day, we honor the brave souls who sacrificed everything for the freedoms we hold dear. May we never forget their courage, dedication, and legacy. 🇺🇸

As AI-leveraging stocks continue to surge, many have asked whether investors are ignoring the risks of the Iran energy c...
05/19/2026

As AI-leveraging stocks continue to surge, many have asked whether investors are ignoring the risks of the Iran energy crisis. The answer is yes, but only at the index level. In reality, the answer is far more nuanced. Northwestern Mutual Wealth Management Company CIO Brent Schutte addresses this question and more in the latest Weekly Market Commentary. https://www.northwesternmutual.com/life-and-money/are-investors-ignoring-iran-energy-crisis-risks-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=are-investors-ignoring&agentid=0K5747

Our team loves finding ways to give back to the community together. This month, we had the opportunity to support Diaper...
05/13/2026

Our team loves finding ways to give back to the community together. This month, we had the opportunity to support Diaper Bank of North Carolina and their mission to provide families with access to basic necessities that support dignity, health, and quality of life.

Together, we wrapped more than 3,500 diapers to help support over 350 babies. We’re grateful for the chance to make a meaningful impact alongside such an incredible organization. 💙

Equities moved higher again this week, supported by continued strong earnings, fresh evidence of a stabilizing labor mar...
05/12/2026

Equities moved higher again this week, supported by continued strong earnings, fresh evidence of a stabilizing labor market, and growing optimism surrounding artificial intelligence. Beneath the surface, however, the U.S. economy has only grown more divided. Northwestern Mutual Wealth Management Company CIO Brent Schutte breaks down the latest market news and economic data. https://www.northwesternmutual.com/life-and-money/equity-gains-and-surging-energy-costs-divide-us-consumers-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=equity-gains&agentid=0K5747

This Mother's Day, we're celebrating the moms who raised us and the moms on our team who somehow do it all. To every mot...
05/10/2026

This Mother's Day, we're celebrating the moms who raised us and the moms on our team who somehow do it all. To every mother in the LifeWorth family: you are seen, you are appreciated, and you are so deeply loved.

The S&P 500 closed at a record high on Friday as the Fed opted to hold rates steady amid signs of a stabilizing labor ma...
05/05/2026

The S&P 500 closed at a record high on Friday as the Fed opted to hold rates steady amid signs of a stabilizing labor market and strong AI-fueled economic growth. Brent Schutte, chief investment officer of the Northwestern Mutual Wealth Management Company, breaks down the latest news and key data you need to know. https://www.northwesternmutual.com/life-and-money/stocks-climb-amid-signs-of-stabilizing-labor-market/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=stabilizing-labor-market&agentid=0K5747

The ongoing conflict in the Middle East has the potential to elevate already persistent inflationary pressures and weigh...
04/28/2026

The ongoing conflict in the Middle East has the potential to elevate already persistent inflationary pressures and weigh on overall growth. Navigating these uncertainties can feel daunting, which is exactly why establishing a relationship with a dedicated financial advisor can help you stay on track with your long-term goals. https://www.northwesternmutual.com/life-and-money/middle-east-conflict-underscores-delicate-economic-balance/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=middle-east-conflict&agentid=0K5747

April is Financial Literacy Month, and it’s a powerful reminder to understand where you stand when it comes to retiremen...
04/22/2026

April is Financial Literacy Month, and it’s a powerful reminder to understand where you stand when it comes to retirement.
According to the 2026 Northwestern Mutual Planning and Progress study, Americans self-reported that the “magic number” to retire comfortably is now $1.46 million, up $200K from last year. And nearly half of Americans worry they will outlive their savings.

Confidence doesn’t come from chasing a number. It comes from clarity. Knowing what you have, what you need, and having a plan to bridge the gap can make all the difference.

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

Website

Alerts

Be the first to know and let us send you an email when LifeWorth Financial posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to LifeWorth Financial:

Shortcuts

Share

Category