Max Flisi - Northwestern Mutual

08/20/2025

Answering all their questions about college isn't easy. Planning for your financial future is. Reach out to start building your plan today.

08/20/2025

It can be tough to talk with your parents about what’ll happen with their money once they’re gone. Here are some ways to start.

Talking about estate planning with aging parents can be tricky, but having conversations about their wishes can ensure a smooth transition of family finances.

08/13/2025

The right financial advisor has what you need for planning every stage of life. Message me to see which tools work best for you.

08/13/2025

Let’s talk if you have questions about making the most of your back-to-school budget. http://spr.ly/6188fnAzw

08/06/2025

I’ve got my goggles and my nose plug and I’m ready to dive headfirst into your financial plan. Let’s do it.

08/06/2025

Americans will transfer as much as $124 trillion in assets to heirs through 2048. If you don’t have a plan to transfer your wealth, I can help you get started.

By transferring your wealth in the most tax-efficient manner, you’ll pass along more of the wealth you’ve worked so hard to build and preserve for future generations.

07/24/2025

You’re not on the ride of life alone. If you’re part of the 61% of Americans without a will, I can help you get started on your legacy journey.

Source: Northwestern Mutual 2025 Planning & Progress Study.

07/23/2025

All young families should consider having a will and other parts of an estate plan in place. Northwestern Mutual's blog breaks down five crucial questions to help you get started.

You may have insurance and a college savings plan, but what would happen to your kids if you were to unexpectedly pass? Start by answering these five questions.

07/17/2025

Let me worry about the numbers so you can start clearing the fridge for art. Let’s start planning for your future kiddo today.

07/16/2025

Northwestern Mutual’s latest survey shows nearly one-third of Americans expect to leave an inheritance. But there’s more than one way to leave a legacy. Reach out and let’s start creating yours.

You can’t take it with you. But you can create a plan to pass along what you’ve earned—and learned—to your loved ones after you’re gone.

07/14/2025

If you’re curious about the recent tax changes and how they affect you, read this article and reach out with questions.

Here’s how the bill referred to as OBBBA may impact you

07/09/2025

Every financial win builds on the last. Follow these steps to help strengthen your financial health before 2026, and reach out to schedule a mid-year check in. http://spr.ly/61884gjya