Richard Peters - Northwestern Mutual

02/23/2023

According to a Northwestern Mutual/Forbes survey, only 34% of business owners have a fully formed succession plan.

Have you considered how your business will endure without you? Connect with me to discuss your exit strategy today.

According to a Northwestern Mutual/Forbes survey, 74 percent of business owners want to take steps to ensure their businesses live on long after they’re no longer running them.

02/22/2023

One of the things I love about Northwestern Mutual is the importance we place on the economic development of the Black community. The opportunities for Black advisors, clients, and business owners have never been greater. Reach out anytime and let’s see how I can help you thrive.

02/21/2023

With the right financial plan in place, creating the life of your dreams can be as easy as drag and drop. You have the goals, I just help you get there. Contact me to get started.

02/18/2023

Prescription without diagnosis is malpractice.

02/16/2023

It’s certainly possible, but it all hinges on the lifestyle you plan to live in retirement. Let’s talk about your retirement aspirations and set a savings goal that’s right for you.

Can a couple retire with $2 million? Maybe, but you should ask these questions so you can find the savings goal that’s right for you.

02/14/2023

Divorce can lead to some pretty big tax changes. Here are some things to consider. ⬇️

Any change in your marital status will impact your finances. Here’s what you need to know about how getting a divorce can affect your tax return.

02/13/2023

Yes, it’s Black History Month. But one thing I like to do every month, is support Black-owned businesses. It’s important. And I have a lot of favorites. What are yours?

Show support by sharing the names of some of your go-to Black-owned businesses in the comments.

02/09/2023

Sometimes it seems the taller they grow, the more you owe. The right financial plan can make what once felt daunting feel achievable and under control. Message me to get started!

02/08/2023

24% of people who plan to make a career change in the next two years say they want to start a new business. If you’re taking that leap, reach out to me for help. And check out these 9 ways to get on the right track: https://www.northwesternmutual.com/life-and-money/financial-steps-to-take-before-starting-a-business/

*2022 Northwestern Mutual Great Realization Survey

02/07/2023

Retirement is a huge life goal to save for, so here are a few considerations to see if you’re on track.

Perhaps you’ve wondered, “How much should I contribute to an IRA? And how often?” Here are few guidelines.

01/23/2023

Learning how to create a budget can help you feel confident about covering your day-to-day expenses while still saving for future goals like retirement or college. Reach out to me for help making yours.