Jake Laird

02/24/2023

According to a Northwestern Mutual/Forbes survey, only 34% of business owners have a fully formed succession plan.

Have you considered how your business will endure without you? Connect with me to discuss your exit strategy today.

According to a Northwestern Mutual/Forbes survey, 74 percent of business owners want to take steps to ensure their businesses live on long after they’re no longer running them.

02/07/2023

If you’ve got old retirement accounts, we’d love to work with you to determine whether an IRA rollover is right for you.

Rolling over an IRA allows you to move funds from one account to another while retaining these accounts’ tax advantages. Learn more about IRA rollovers.

02/02/2023

Nearly half of business owners face challenges in finding a successor. Having a business succession plan in place will give you a head start in finding the right person for the job. Reach out to me and let’s talk about it.

02/01/2023

A majority of Gen Z says they plan to “retire early” – but their definition of the word retirement is different than the norm. We hear these younger clients loud and clear, and we’re ready to help them build financial security. Our Chief Customer Officer Christian Mitchell shares Northwestern Mutual’s new research and its impact on the client experience that all generations deserve:

For many of today’s young professionals, “retirement” will mark the last day working for an organization for a paycheck alone – but it may be their first day of another job they’ve always dreamed about. Northwestern Mutual’s 2022 Planning & Progress Study found that members of Gen Z aged...

01/31/2023

Reach your new level of financial confidence. We do financial planning differently, so you can. It’s an approach shown by Ernst & Young to give you better long-term financial outcomes than other approaches. Sound good? Let’s get started.

01/30/2023

It’s an investing philosophy that’s growing increasingly popular.

It’s an investing philosophy that’s growing increasingly popular, but what does ESG stand for?

01/25/2023

Taking these steps could help speed up the process.

Do you want a lower APR on your go-to card? Need forgiveness for a late payment? Here are key questions that you should ask.

01/23/2023

Hiring a professional can help ease your mind come tax season. These questions can help you find the right fit.

Hiring a professional can help ease your mind, but do you know how to find a tax preparer? These questions can help.

01/20/2023

Let's build a financial plan to help you achieve the retirement you want.

To plan for the retirement you want, you first need to know what retirement will look like for you. These questions can help you get started planning your dream retirement.

01/19/2023

For affluent families looking to leave a legacy of multigenerational wealth, a dynasty trust is one of the most powerful tools in your estate planner’s toolkit. Connect with me today if you’re ready to begin your legacy planning journey.

The key difference between dynasty trusts and other types of irrevocable trusts is duration. While other types of trusts terminate at a predetermined point in time (such as when children reach a certain age), dynasty trusts can exist for an exceptionally long time or even forever, providing financia...

01/18/2023

Here is our look at winners and losers from the past year and why diversification may be more critical now than ever.

A look back at a volatile year and why diversification is key to a long-term financial plan.

01/16/2023

It’s natural to get a little anxious during times like these, but a look at the facts may ease your mind. There have been only 24 market corrections since 1950, and the S&P 500 has grown in value after every single one. Read this Forbes article by our Chief Investment Officer Brent Schutte to learn more. https://bit.ly/3NS0zZV
*NM Research—price data review 1950-2020