Ramón Rodríguez - Northwestern Mutual

06/09/2026

In choosing a college savings plan, you should consider several factors, including contribution limits, tax benefits, and how much flexibility and control you want over the account. We review a number of these factors below.

When it comes to saving for your child’s college education, you may have more options than you realized. Here are seven of the best.

06/09/2026

Strong jobs data may sound like good news—but with inflation still sticky, markets may see it differently. Brent Schutte, chief investment officer of Northwestern Mutual Wealth Management, breaks down what investors should know. http://spr.ly/6183B8L3kz

06/08/2026

I can help make sure your budget is ready for a new house or condo. Reach out so you can go house hunting with confidence. http://spr.ly/6187BBGF75

06/05/2026

Real estate can be an integral part of your asset portfolio—but like any investment, there are risks that go along with the rewards. And managing a rental property requires an entirely new set of skills and knowledge.

Here are some tips if you’re considering purchasing an investment property.

Buying an investment property is a big decision with a lot of potential pitfalls, so a little knowledge beforehand can go a long way.

06/03/2026

Many of the financial tools that you use for retirement have complicated tax rules. For example, the money you put in 401(k)s, Roth accounts and nonqualified investment accounts will be taxed at some point. The details depend on the type of account, how long you’ve held your money in the account, and sometimes even your income.

Another tool often included in a diversified retirement plan is an annuity. Annuities can help you save for retirement or generate a guaranteed lifetime income after you retire. They can also help protect you from the risk of outliving your money. We’ll look at annuity taxation—but let’s start with some annuity basics.

The tax rules for retirement accounts can be complicated, so you might wonder whether annuities are taxable. Here’s a breakdown.

06/02/2026

AI is driving stocks higher—but narrow market leadership means that there is more to these gains than meets the eye. Northwestern Mutual Wealth Management CIO Brent Schutte examines what’s underneath the gains and why diversification still matters. http://spr.ly/6189B8iYgN

06/01/2026

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that really mean? Learn more about what’s actually included in a good plan. Please reach out if you’d like to start building your plan. http://spr.ly/6187BBNhJl

05/29/2026

A Roth IRA is one way to grow money tax-free for retirement.

A Roth IRA can help grow your retirement savings, but relying solely on it can have limitations. Its lower contribution limits make it difficult to save as much as you’ll need, and high-income earners may not be able to contribute directly at all.

A good retirement plan will rely on a mix of financial options—playing on the strengths of each. Here are some other retirement savings accounts you might use alongside a Roth IRA to build compound interest and supercharge your savings.

Your Roth IRA can grow in two ways: through your contributions and through the performance of your investments. See how a Roth IRA might fit into your financial plan.

05/27/2026

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.

Key takeaways:

Northwestern Mutual’s 2026 Planning & Progress Study found that nearly three-quarters (74%) of parents with children at home are considering or already planning to help buy a child a home—and nearly one third (29%) of those say this is more important than helping to pay for college.

Equity earned through early homeownership can be a powerful accelerator in providing early access to building wealth.

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

05/27/2026

AI leadership, hotter inflation signals, and a changing of the guard at the Fed—Northwestern Mutual Wealth Management Company CIO Brent Schutte breaks down the economic data and markets news investors need to know. http://spr.ly/6187B8VD55