Jamie N Houston - Northwestern Mutual

10/20/2026

During Childhood Cancer Awareness Month, Northwestern Mutual made a donation to Alex’s Lemonade Stand Foundation for every new financial plan delivered to a prospective client. Together, our efforts in September helped contribute more than $1.6 million, funding over 33,000 hours of critical research for childhood cancer. This support builds on more than a decade of standing alongside children and families facing cancer while helping advance the search for life-saving cures. We're grateful to be part of making a difference and bringing hope to more families every day.

10/01/2026

Year-end tax planning isn't just about filing your return. It's about making the most of the opportunities available to you before the year ends. With new tax laws creating potential planning opportunities in 2026, now is a great time to review your strategy. Read the article below, then reach out so we can discuss which moves may make sense for your financial plan.

Income timing, giving, retirement, and estate planning moves to review before December 31.

09/22/2026

Money stress doesn't just affect your wallet. It affects your body. According to Harvard psychiatrist Dr. Robert Waldinger, avoiding these kinds of stressors only makes the anxiety grow. Having a financial plan helps reduce those feelings and sets you up for the life you want to live. That’s the kind of relief I help people find. Let’s connect.

09/21/2026

G’mar Chatima Tovah. May Yom Kippur bring meaningful reflection, renewed purpose, and an abundance of peace, compassion, and light for you and your loved ones.

09/18/2026

Want to give your kids a head start in life? Start with financial education. Simple money lessons taught throughout childhood can help build healthy habits, financial confidence, and a strong foundation for the future. Learn how to introduce age-appropriate concepts, from saving and spending to credit and investing.

09/18/2026

Glad to get to hear amazing stories and great advice from the panelists at the fireside chat for OWBA’s Leading the Way 35th anniversary event this evening at Perez Morris, Cleveland. Great to see everyone there!

09/16/2026

The best age to buy life insurance may surprise you. RThink life insurance is something to worry about later in life? You may be surprised. The best time to secure coverage could be much earlier than you think. Read the article below to learn why, and reach out if you'd like to discuss how a plan may fit into your long-term financial goals.

Your age and health influence premiums, approval, and policy value. Find out when it’s best to buy a life insurance policy.

09/08/2026

A one-second pause before you buy something can be enough to notice whether it's actually going to make you happier or feel good just for a minute. If you want help building a financial plan around what actually matters to you, that's exactly what we’re here for.

08/27/2026

Had a lovely lunch 🍹🥢🥟🥠 yesterday, celebrating the wonderful Jessica Pumper's 3rd work anniversary as part of Concierge Financial Planning. I think (hope!) I say thank you at least 5x a day, but I really can't express my gratitude enough for the incredible work you do for my clients and business, every. single. day. You're a total rockstar, and I'm so happy you're by my side, taking such great care of our clients, constantly learning and growing, and always staying positive, no matter what I ask of you (which is plenty). Your work is second to none. Cheers 🥂 to 3…0 (?!?) more years? Ok, maybe 20. You tell me. ☺️🎉

08/24/2026

Most parents budget for childcare like it's a grocery run: fixed cost, check the box. But between the backup plans that fall through, sick days, application fees, and the sheer mental load, it adds up to something a lot bigger. If you're trying to figure out how to actually plan for this stage of life, that's exactly the conversation I have with families every day. Let's connect.