LifeWorth Financial

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

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

08/25/2026

The economy remains resilient, but rising interest rates and pressure on consumers could create challenges for markets. Here’s why diversification remains important in today’s environment. https://www.northwesternmutual.com/life-and-money/what-rising-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=rising-interest-rates&agentid=0K5747

08/21/2026

Happy birthday to Monica Hunsaker!

As our relationship manager, Monica is often the first familiar voice our clients hear and the steady presence behind so much of what makes their experience with us feel personal and cared for.

Today we're celebrating her, and everything she brings to this team, on top of a very happy birthday.

We're so glad you're part of the LifeWorth family, Monica!

08/20/2026

Happy birthday to Cara, one of our Private Wealth Advisors here at LifeWorth!

She brings so much warmth to the people around her, the kind that makes everyone feel a little more at ease. It's a gift, and we're grateful she shares it with our team every day.

Please join us in wishing Cara a wonderful birthday. We're so glad to have her on this team.

08/19/2026

Markets are still near record highs, but the economy remains uneven. Our latest commentary looks at recent inflation, consumer, and small business data—and why diversification continues to matter for long-term investors.

Markets are broadening beyond tech. See why diversification still matters.

08/11/2026

Stocks moved higher as stronger economic data and corporate earnings helped offset concerns about a softer labor market. See what this week’s market moves could mean for your financial plan. https://www.northwesternmutual.com/life-and-money/strong-economic-data-and-earnings-push-stocks-higher-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=strong-economic-data&agentid=0K5747

08/04/2026

The Fed held rates steady, but markets remain focused on whether tighter financial conditions will be enough to bring inflation back to target. Read Northwestern Mutual’s latest weekly market commentary. https://www.northwesternmutual.com/life-and-money/fed-rate-decision-what-tighter-financial-conditions-mean-for-markets-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=fed-rate-decision&agentid=0K5747

07/28/2026

Tariffs and inflation remain in focus as the Fed weighs its next move. Northwestern Mutual Wealth Management CIO Brent Schutte explains what this could mean for markets. https://www.northwesternmutual.com/life-and-money/tariffs-complicate-the-feds-inflation-fight-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=feds-inflation-fight&agentid=0K5747

07/27/2026

Congratulations to Monica Hunsaker on passing both the CFP and Series 7 exams! The team celebrated with pickleball and dinner at the Tipsy Pickle, because Monica's been on quite a winning streak lately.

These exams take real dedication, and her commitment to growing her expertise means even more support for the clients and families she works with every day. We're proud of you, Monica, and glad we got to serve up some fun to celebrate.

Cheers to you and to everything ahead!