Kyle Spott - Northwestern Mutual

12/13/2022

If you think your finances aren’t flexible enough to help you reach your goals and objectives, let’s take a look together and figure out how to get you to where you want to be.

Take our quiz to find out if your finances are flexible enough to help you meet your goals today and tomorrow.

12/12/2022

It’s time for year-end financial housekeeping. Connect with me today to discuss your financial plan and identify year-end tax planning opportunities to advance your objectives.

While the midterm elections could determine the fate of proposed tax legislation, the current tax planning environment is relatively stable. This means you should be able to take some strategic year-end tax planning actions now with relative certainty.

12/08/2022

December is often when we indulge and splurge a bit as we close out the year. And that’s ok. But these tips can help you make sure you’re setting yourself up well for 2023.

This month, tally up your seasonal expenses and make some year-end retirement contributions. Here are 5 ways to improve your finances in December.

12/07/2022

Reach out if you need help adjusting your financial plan based on this news.

Here are details about how to apply for forgiveness on student loans and the ways receiving this relief may impact your overall finances and your tax return.

12/06/2022

Rising rates and low inventory have made homebuying more challenging but if home ownership is your dream, we can help work out a plan to help you feel more confident about reaching your goal.

If buying your dream home tops your goals list, answering these questions can help you get there. Here’s how to make homeownership a reality in 2023.

12/05/2022

There are a lot of myths about disability insurance. Take our quiz to see if you can separate fact vs. fiction. http://bit.ly/3Vxp0PN

11/23/2022

I know plenty of people who are grateful for having the right financial plan. And I know others who are thankful for a second helping of pumpkin pie. And a third. Tell me in the comments what you’re grateful for this Thanksgiving.

11/22/2022

Let’s take the first step toward making “someday”, today. Your goals and wishes and dreams are waiting, after all.

Source: Northwestern Mutual Great Realization Study, 2022