Ian Ackerman - Northwestern Mutual

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Ian Ackerman - Northwestern Mutual CERTIFIED FINANCIAL PLANNER™, Retirement Income Certified Professional®, Chartered Life Underwriter®, Chartered Financial Consultant®

Fall is the perfect time for a financial reset. Review your benefits, taxes, and retirement contributions before year-en...
10/14/2026

Fall is the perfect time for a financial reset. Review your benefits, taxes, and retirement contributions before year-end deadlines. Reach out to me, and we can build a personalized plan together.

Use the seasonal shift to revisit budgets, benefits, and tax moves before year-end deadlines.

Helping your kids with college is a priority—but so is your own retirement. I can help you build a plan that balances bo...
10/07/2026

Helping your kids with college is a priority—but so is your own retirement. I can help you build a plan that balances both. Reach out and let’s talk through your options.

How to prioritize retirement, college savings, and debt paydown without shortchanging your future.

Your grandkids may be one of your biggest financial priorities—but they shouldn't jeopardize your own well-being. Here a...
09/30/2026

Your grandkids may be one of your biggest financial priorities—but they shouldn't jeopardize your own well-being. Here are smart ways to help build their future while protecting yours.

Grandparents spend thousands per year on grandkids. Here’s how to manage the costs.

The Fed raised rates to try to bring down inflation as economic data continued to be strong. Chief Investment Officer Br...
09/23/2026

The Fed raised rates to try to bring down inflation as economic data continued to be strong. Chief Investment Officer Brent Schutte explains the data and why it calls for a measured approach. http://spr.ly/6183BG5Pl9

Market leadership is broadening, but investors still face risks from higher rates, persistent inflation, and geopolitica...
09/16/2026

Market leadership is broadening, but investors still face risks from higher rates, persistent inflation, and geopolitical uncertainty. Our latest Asset Allocation Focus shows how we're navigating what's ahead.

Market participation is broadening. But higher rates, inflation, and policy risks call for balance.

Choosing a trustee is one of the most important decisions in your estate plan. It deserves as much thought as the trust ...
09/09/2026

Choosing a trustee is one of the most important decisions in your estate plan. It deserves as much thought as the trust terms themselves. Here's what to consider before you decide—and if you'd like to talk through your options, I'm here to help.

You've worked hard to build something worth leaving behind—here's how to make sure it reaches your children the way you intend.

When markets rise quickly, it can be tempting to chase the stocks that are already leading. But momentum can shift, and ...
09/02/2026

When markets rise quickly, it can be tempting to chase the stocks that are already leading. But momentum can shift, and diversification remains important. This article explains why quality and valuation still matter—and how a balanced approach can help investors stay positioned for what comes next.

Momentum led Q2 markets. But quality, valuation, and diversification still matter.

Losing your job or changing careers doesn’t mean giving up on your long-term goals. I can help you build a financial pla...
08/19/2026

Losing your job or changing careers doesn’t mean giving up on your long-term goals. I can help you build a financial plan that evolves as your life changes.

Changing careers or losing your job can feel unsettling. Setting priorities and having a flexible financial plan can help you regain your footing.

The best financial plans can weather even the worst economic storms. We can help you overcome uncertainty with confidenc...
08/12/2026

The best financial plans can weather even the worst economic storms. We can help you overcome uncertainty with confidence.

Prepare your financial plan for economic uncertainty with practical strategies to strengthen savings, manage risk, and stay focused on long-term goals.

Understanding the required minimum withdrawals from your retirement accounts can help you make the most of your money. H...
08/05/2026

Understanding the required minimum withdrawals from your retirement accounts can help you make the most of your money. Here’s how.

Understanding more about the required withdrawals for most of your retirement plans can help you plan ahead.

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10070 Daniels Interstate Court #230
Fort Myers, FL
33913

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Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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