Kate Berry - Northwestern Mutual

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10/18/2026

Taking over Jeff Krough’s clients this year was scary, but it turned out amazing. I look forward to continuing to serve all of my clients for decades to come. Thank you for making this career possible and giving me a purpose in life because I know what it’s like to feel like you have no purpose left. 👩‍💼🏦

Fall is the perfect time for a financial reset. Review your benefits, taxes, and retirement contributions before year-en...
10/13/2026

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.

🚜🤎 A little harvest season update! During harvest, my office hours look a little different.  Some days I’m in the office...
10/12/2026

🚜🤎 A little harvest season update!

During harvest, my office hours look a little different. Some days I’m in the office, some days I’m in the tractor, and some days it’s a little of both.

I’ll be in the office by appointment every week, but when I’m in the field, my tractor becomes my second office! I’m still here for my clients, answering calls and making sure everyone is taken care of.

If you need to meet, just reach out and we’ll get something scheduled. Thanks for your flexibility during harvest season, and continuing to reach out about financial planning! 🌽

10/11/2026

Financial planning has evolved, too!

Maybe your parents saved money in a savings account, retired with a pension, or relied on a simple rule of thumb to decide if they could afford retirement. Those strategies may have worked for them, but today’s world looks a little different.

With Northwestern Mutual’s advanced financial planning software, we can run retirement income projections, compare different claiming ages for Social Security, see how inflation could affect your savings, and explore how different decisions today could impact your future. Northwestern Mutual’s financial planning tools help us look at the bigger picture and see how today’s decisions could impact tomorrow.

Just because you’ve always done things one way doesn’t mean you can’t think bigger. Whether you’re building wealth, preparing to retire, or already enjoying retirement, it may be time to take a fresh look at your financial plan.

Just like farming has moved forward, we’re bringing a modern approach to planning for your financial future. 🌱

10/10/2026

Financial planning covers a lot, but it comes down to your goals and your peace of mind. I can help you build around what matters most. This Financial Planning Month, let’s get started.

These photos look straight out of a movie. 🎥 🎬Nothing fancy, just me, you, and the dogs at our little pond. So thankful ...
09/06/2026

These photos look straight out of a movie. 🎥 🎬Nothing fancy, just me, you, and the dogs at our little pond. So thankful for this simple life together.🤎🌾Iowa Photographer | For Hearts That Found Their Home absolutely crushed this shoot!

Life insurance isn’t just for parents, homeowners, or people with dependents. It can be part of anyone’s financial plan ...
09/01/2026

Life insurance isn’t just for parents, homeowners, or people with dependents. It can be part of anyone’s financial plan (even your kid’s).

Depending on the coverage, it may offer benefits you can use while you’re living, too.

Having life insurance through work is a great place to start, but it may be worth taking a look at what you have and whether additional coverage outside of work could make sense for you.

I’m always happy to look over what you already have, answer your questions, and help you explore your options.

Took a tractor and combine into “Touch a Truck Night” in Tama. The kids loved climbing in the farm equipment!  🚜
08/22/2026

Took a tractor and combine into “Touch a Truck Night” in Tama. The kids loved climbing in the farm equipment! 🚜

Great financial planning starts with great financial advisors. Northwestern Mutual’s strong advisor network and top-tier...
08/19/2026

Great financial planning starts with great financial advisors. Northwestern Mutual’s strong advisor network and top-tier broker-dealer ranking reflect our people-first, comprehensive approach to guiding clients toward their goals.

Read more about the newest ranking from Financial Planning Magazine: http://spr.ly/6185B15YeU

Your goals are personal. Your financial plan should be, too. I’ll tailor each phase around what matters most to you.
07/23/2026

Your goals are personal. Your financial plan should be, too. I’ll tailor each phase around what matters most to you.

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14 E Main Street
Marshalltown, IA
50158

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