Robert Stefani, CFP

06/02/2026

If you’re looking to get your kids off on the right financial foot, there’s lots you can do to help—but here’s one new savings milestone that parents are putting more focus on.

College is no longer the only savings milestone parents have their eye on today.

05/27/2026

Let’s not let your money sit around. I can help you put it to work with the right financial plan. Reach out to learn more.

05/21/2026

Let’s normalize talking about your finances. Reach out to me and we’ll get the conversations started.

05/18/2026

I can help you put your money in drive so you can enjoy the road to financial freedom. Reach out to me to learn more.

05/14/2026

It’s one of the most important life lessons they will learn. I’d be happy to meet with you as a family to help them start off on the right financial track.

Empower your children to navigate their financial future with confidence. These key lessons will help them thrive as they step out on their own.

05/13/2026

I want to help your money with all the big plans you have this summer. Reach out to learn more.

05/12/2026

When it comes to taxes, different retirement accounts work in different ways. Please reach out if you’d like to discuss how you can use this to your advantage.

Smart tax planning can mean having more money in your pocket throughout retirement.

05/07/2026

You can collect Social Security while you’re still working, but doing so may reduce your benefit amount. Read this article to learn how; then let’s connect to discuss your Social Security claiming strategy.

There’s no rule against working and collecting Social Security, but your benefit amount could be impacted.

05/06/2026

I will help you with the money side of life so you can focus on the doing-things-you-love side of it. Reach out and we can work together.

05/05/2026

Northwestern Mutual’s general account delivered record results for policyowners in 2025.

Northwestern Mutual Chief Investment Officer Jeb Bentley shares his view on our record results in 2025.