Tim Jensen-Northwestern Mutual

12/15/2022

If you’re a doctor or dentist, you’ve likely heard about the need for disability insurance. But how much disability insurance do you really need? Let’s walk through your options today.

Disability insurance is an important part of any financial plan. It’s particularly important for anyone in the medical field. But how much disability insurance do doctors need?

12/09/2022

While for most Americans splitting assets evenly among heirs is the norm, many are also electing to leave unequal inheritances for their heirs as a part of their legacy plans. Let’s have a conversation about your legacy plan today.

Managing wealth is complicated, and your relationships with each of your heirs is unique. Leaving an unequal inheritance can be a means of acknowledging that what is in the best interest for each of your heirs as individuals may indeed vary.

12/05/2022

December is often when we indulge and splurge a bit as we close out the year. And that’s ok. But these tips can help you make sure you’re setting yourself up well for 2023.

This month, tally up your seasonal expenses and make some year-end retirement contributions. Here are 5 ways to improve your finances in December.

11/22/2022

Having a solid and flexible plan can help you ensure a stable income in any economic environment.

Reach out if you have questions about how recent government actions and the current economy are affecting your retirement plan.

It’s important to take into account how rising costs could affect your retirement plan. Here’s how to make sure your plan is solid.

11/21/2022

Do you know how much you will be able to pay yourself each month for the rest of your life in retirement?
Having a 401k is outstanding but not knowing the possible projections, alternate income in a down market, and having a plan in place to make sure you pay yourself properly can be a more difficult task for each year you delay it.

Don't delay it anymore, "someday", "one day", or "not now" can be your worst enemy when planning your financial future. Give me a shout and we can sit down and I can show you just what that possible future could look like.

11/21/2022

According to the 2022 Northwestern Mutual Great Realization survey, 21% of people who plan to make major life changes over the next two years say one of them is having kids.

If you’re planning to add to your family, this checklist can help you get ready.

From getting ready for the hospital bill and covering parental leave to getting important documents in place, we’ll help you financially prepare for a baby in 9 months.

11/17/2022

Reviewing your 2022 finances with me before the end of the year can help you hit the ground running in 2023. I’ll take you through a checklist that includes potential tax reductions and maximizing retirement contributions—all to give you peace of mind for your life next year and in years to come. Message me to get started.

11/07/2022

A HELOC can be a great way to use your home to access credit at a lower rate than you might pay with other types of loans. Please reach out if you’re interested in discussing your financial options.

What is a HELOC? A HELOC, or home equity line of credit, is an alternative to a home equity loan that may provide more flexibility.

11/01/2022

Northwestern Mutual announced another record-breaking dividend payout of $6.8B. I’m proud to be part of a company that lets us share our success with our clients while maintaining financial strength so we can be there for them when they need us most. http://bit.ly/3Fkbkm3

10/22/2022

Come on out to Bridgestreet Town Center to the Big Chill Car Show! Make sure to stop by our booth, we are giving away a $100 gift card to Tom Browns!

10/21/2022

New research from Northwestern Mutual shows that 24% of those who are interested in making a near-term career change want to start their own business.

If that’s your dream, I can help.

In this guide to starting your own business, learn 9 key steps to take before starting your business, including setting your finances up and choosing insurance.

10/20/2022

Taking the time to discuss what you both want can help ensure you’re on the same page. Finances can be one of the most difficult things to deal with in a relationship. Let me take that pressure off of you!

As you and your partner work toward retirement, don't forget to talk about what you want your life to look like when the time comes. Here are the conversations couples should have before retirement.