Lisa Fugate - Northwestern Mutual

10/09/2026

For the most part, getting married is beneficial when it comes to Uncle Sam. I can help work through the details as you and your partner build your life together and plan for the future.

Saying "I do" includes some nice perks, from building a shared life together to unlocking some valuable tax advantages.

10/09/2026

As a financial advisor, you spend your days working behind the scenes to help your clients reach their goals. If you’re interested, I’m happy to talk about what your day-to-day could look like in your new career.

10/08/2026

New 2026 tax laws may create more opportunities to save at tax time. Read about steps you can take now and then reach out so we can decide together which ones fit your plan.

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

10/07/2026

Here’s everything you need to know about your first appointment with me. It’s straightforward, simple, and easy. Let’s get started.

10/07/2026

Most people know that life insurance can help protect their loved ones. What many don't realize is that some permanent life insurance policies can also build cash value over time, creating additional flexibility. I can help you break down how cash value works and how it fits into a long-term financial plan.

Cash value life insurance provides more than just a death benefit. See how this insurance works and how it can help benefit your financial plan.

10/06/2026

Inflation remains sticky and consumers continue to spend. Here’s what the latest data may mean for investors and why a diversified plan can help navigate uncertainty. http://spr.ly/6189BGLQDF

10/05/2026

You’ve worked hard for your money—don't let fraudsters cheat you out of it. http://spr.ly/6182BGuxUj

10/02/2026

The best internships prepare you for what's next. I'm honored to be part of a company that once again has been recognized as a WayUp Top 100 Internship Program. Our internship experience is one where learning, mentorship, and professional growth come first.

10/01/2026

When you’re feeling like life is a little off-balance, remember—you can’t control everything, but you can control your financial plan. Let’s get started on yours today.

10/01/2026

Today, it’s swings in the backyard. Tomorrow, it could be college, a first apartment or another big step forward. A financial plan can help you prepare for what’s next. Let’s build one together.