Platt Allen- Northwestern Mutual

11/02/2026

Traditional 401(k) or Roth 401(k)? It comes down to when you want to pay taxes: now or later. Not sure which fits your goals? Let's talk!

10/31/2026

10/29/2026

🚨 In case of financial emergency…

An emergency fund isn’t just money sitting in an account. It’s breathing room. Flexibility. Options. And a little more peace of mind when the unexpected shows up.

Build it before you need it.

10/27/2026

Plot twist: the future doesn’t have to be a Halloween horror movie. I can help you feel more confident about what comes next, all while staying focused on the big picture. Let’s meet.

10/26/2026

Meet the team Monday!

Last but certainly not least, meet Jasmine Shah, one of our Private Wealth Advisor.

Jasmine is passionate about helping clients make confident financial decisions and creating personalized strategies that align with their goals and values. She takes pride in building meaningful relationships, providing guidance through every stage of life, and helping clients stay focused on what matters most.

We're grateful to have Jasmine on our team and dedicated to helping our clients pursue financial confidence and long-term success.

Here is a little more about her:

• Coffee, tea, or energy drinks? Coffee in the morning, tea in the afternoon. Energy drinks taste too good to get addicted to.
• If you could have any superpower at work, what would it be? Communicate perfectly so every client and perspective client immediately understands what I’m talking about and it makes sense to them.
• What inspired you to join Platt Allen? The high quality and caliber of the team members along with the team values. Doing the right thing has been my driving principal in life and that is what PA is all about.
• What do you enjoy most about your job? Connecting with people every day and being the one that gets to say “You’re doing all the right things and you can live the life you want”
• What's one piece of advice you'd give to someone entering this field? Keep driving. Every new approach/technique/attempt is a learning opportunity to improve yourself.

10/23/2026

During Childhood Cancer Awareness Month, Northwestern Mutual donated to Alex's Lemonade Stand Foundation for every new financial plan delivered to a prospective client. Our September efforts contributed more than $1.6 million and funded over 33,000 hours of critical research. That support builds on more than a decade of helping kids with cancer and their families while advancing the search for cures. Together, we can brighten even more futures.

10/21/2026

Your income is one of your greatest assets.

What would happen if an illness or injury prevented you from working?

Your income fuels your goals, your lifestyle, and your future. That's why protecting it is an essential part of a comprehensive financial plan.

Long-term disability insurance can help replace a portion of your income if you're unable to work for an extended period, helping you maintain financial stability and stay focused on the goals that matter most.

A strong financial plan isn't just about building wealth. It's also about preparing for life's unexpected moments and protecting what makes it all possible.

10/19/2026

Meet the Team Monday!

This week, we're excited to introduce Emily Gressman, our Investment Operations Manager!

Emily's dedication behind the scenes allows our team to focus on what matters most: helping our clients pursue their financial goals with confidence. Her knowledge, problem-solving skills, and client-first mindset make her an invaluable part of our firm.

We're grateful to have Emily on our team and appreciate all she does for our clients each day!

Here is a little more about Emily and picture of her sweet boys Finn and Liam:

• Coffee, tea, or energy drinks? - Energy drinks!
• If you could have any superpower at work, what would it be? Laser focus.
• Who has influenced your professional growth the most? Michael Allen.
• What has been your biggest professional accomplishment? Passing the Series 7 exam.
• If you weren't doing your current job, what would you be doing? Elementary School Teacher.

10/16/2026

Financial Term of the Week: Rebalancing ⚖️

What is Rebalancing? Rebalancing is the process of adjusting your investment portfolio back to its target mix of stocks, bonds, and other assets after market movements cause it to drift.

Why It Matters: Over time, some investments may grow faster than others, causing your portfolio to take on more risk than intended. Rebalancing helps keep your investments aligned with your goals and risk tolerance.

Just because your portfolio started with the right mix doesn't mean it stays that way. Think of it as a routine tune-up that helps keep your financial plan on track.

10/14/2026

Financial planning covers a lot, but it comes down to your goals and your peace of mind. I can help you build around what matters most. This Financial Planning Month, let’s get started.