Kristopher J. Weinisch, Financial Advisor, Northwestern Mutual

11/03/2026

Recently met with a 35-year-old software engineer making $225K with $50K bonus.

Reviewed her employer-provided disability plan which protected 60% of her salary with a cap of $10,000 per month.

The monthly cap further reduced benefits in this case and the benefit is taxable.

We confirmed the employer coverage would not provide enough to cover the client's monthly expenses.

Proactive planning like this can help identify gaps and protect them before something unexpected happens.

Please reach out if you have questions.

Employer-provided disability coverage may not protect as much income as you think. Here’s what high earners need to know.

11/02/2026

Wishing you and your loved ones a Diwali filled with bright new beginnings and prosperity all year long.

11/01/2026

If families are the basis for society, then military families are the backbone of our nation. I’m grateful for their service, always.

10/29/2026

Thrilled and proud to announce Northwestern Mutual’s 2027 expected dividend payout, but even prouder to share what’s behind it: our commitment to policyowners and delivering value over the long term. It’s the value Northwestern Mutual was built for and designed to share. See what powers our dividend payout: http://spr.ly/6187BHlQR7

10/29/2026

The financial strategies I use are backed by nearly 170 years of strength and stability. I want to help you get on the right track, so reach out to me today.

10/28/2026

Economic data remains strong, but investors are weighing rising oil prices, sticky inflation, and the cost of the artificial intelligence (AI) buildout. Bonds rallied as yields fell, and many stocks outside the AI trade moved higher. Read Northwestern Mutual Wealth Management Company CIO Brent Schutte’s latest commentary and reach out to me to talk about how your plan is positioned. http://spr.ly/6180BHlQJm

10/23/2026

We found these findings from &Will to be shocking.

An estate plan is a gift to your family. A gift of clarity during the storm of grief.

A gift of time. Time family members can use to heal and less time figuring out "where everything is."

Please reach out if you need help starting a conversation about your estate plan.

10/23/2026

Higher borrowing costs are raising questions about the artificial intelligence spending boom. Read this week’s market commentary for a closer look at the risks to growth and why diversification remains important. http://spr.ly/6187BHphKx

10/21/2026

No matter which tier you find yourself in, I’m ready to meet you where you are and help you create a plan. So wipe your tiers, I got you.

10/21/2026

Inherited IRA distribution rules are complicated. 🧩

Missing a required IRA distribution can trigger a 25% penalty from the IRS. 💲

This topic comes up frequently in client meetings as many parents leave IRA plans to their children - a beautiful gift and legacy.

However, this legacy comes with some complexity.

The article below provides an excellent overview of the rules. 💡

Many individuals are under the mistaken belief that as long as they fully liquidate an account by year 10, there's no penalty.

In reality, depending on when the IRA owner passed, there may be distributions required every year.

Please reach out if you're confused about the rules. We can help.

Comment below if you've had experience with an inherited IRA. 👇

Inheriting an IRA means you have some cash coming your way. But it’s also important to know the rules.