Mesa Wealth Management- Northwestern Mutual

01/01/2024

12/28/2023

When combined with other sources of retirement income including accounts like 401(k)s or IRAs, Social Security, and other tools, an annuity can play a critical role in a plan to generate retirement income.

https://www.northwesternmutual.com/life-and-money/is-an-annuity-a-good-investment/

12/23/2023

The past year has brought a lot of financial changes! Follow the link to review our recommended key steps to best position your finances for the upcoming year.

Year-end is great time for a financial checkup. Here’s a helpful checklist to help keep you financially on track in the year ahead.

12/18/2023

If you’re contributing to a retirement account through an employer, such as a 401(k), you may be fortunate to also have your employer make contributions on your behalf. Sometimes these contributions come with strings attached, called vesting schedules.

Let’s connect to see how this could impact your retirement planning.

Vesting has to do with ownership over your employer’s retirement contributions. Here’s how it works.

12/13/2023

Are you prepared for a modern retirement?

Based on research collected by Northwestern Mutual, we put together these six important facts to consider.

https://www.northwesternmutual.com/life-and-money/quiz/are-you-prepared-for-a-modern-retirement/

12/08/2023

Even if you’ve exceeded your spending budget for holiday festivities, here’s a four part plan to get your spending back on track!

But first, congratulate yourself on all you have accomplished so far! And check out the article for more details.

https://www.northwesternmutual.com/life-and-money/already-blown-your-holiday-budget-quick-ways-to-get-back-on-track-fast/

12/07/2023

Talking to your family about money isn’t always easy, but getting on the same page can lead to better long-term financial plans.

If you want additional support, loop your financial advisor into the conversation to make sure you cover all of the important aspects!

Money talks can be emotional but getting everyone on the same page can ultimately make for more harmonious family dynamics.

12/01/2023

As your life evolves, our team can work with you to review where you’re at financially and recommend changes. We are committed to ensuring that your financial plan keeps up with your life!

https://www.northwesternmutual.com/life-and-money/6-events-that-increase-your-need-for-life-insurance/

11/30/2023

The IRS has released new tax brackets for 2024 and there’s good news. Follow the link to explore your tax bracket and let us know if you have any questions about how this could affect your plan!

We look at the new IRS tax brackets for 2024 and explain how the progressive tax brackets work when it comes to your effective tax rate.

11/14/2023

Whether you’ve already left the military or you’ve just started to make plans for the end of your military service, you have options to continue protecting your family! Let's connect to select the best life insurance option for you.

https://www.northwesternmutual.com/life-and-money/life-insurance-for-veterans/