Erika Gordon - Northwestern Mutual

01/16/2023

For many, talking to their heirs about legacy is difficult. But there are so many benefits to sitting down with your loved ones and having this conversation. To learn about the importance of talking about legacy and how to go about it, check out this insightful article: http://www.forbes.com/sites/insights-northwestern-mutual/2022/12/06/5-steps-for-starting-a-legacy-conversation-with-your-family/

01/14/2023

81% of U.S. adults who work with a financial advisor say they feel happier and sleep better, according to a 2022 Northwestern Mutual study.

Want that to be you? My team and I will design your financial plan so you can feel confident that you can live the life you’ve always wanted.

01/13/2023

Research finds that most people give up on their New Year’s resolutions nearly as soon as they make them. We can help you turn your resolution into goals and create a plan that shows you a path to reach them.

Research suggests many of us give up on New Year’s resolutions before we get to February. Here’s how to keep your financial resolution.

01/13/2023

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that really mean? Learn more about what’s actually included in a plan. Please reach out if you’d like to start building your plan.

The term “financial plan” can mean different things to different people. Learn what is included in a financial plan and how a plan can help you.

01/13/2023

Here are some valuable insights from our chief investment officer about how challenges in the past year have paved the way for a healthier 2023 for the markets.

In Northwestern Mutual’s Quarterly Market Commentary, we look at why 2023 should mark the end of COVID’s impact on the economy.

01/12/2023

Please reach out if you’d like help getting off to a good financial start in 2023.

Let’s start the year off right, at least financially. Here are 5 ways to improve your finances in January.

01/11/2023

While you often can leave funds in an old 401(k), it may be beneficial to consider rolling them into a new account. Please reach out if you’d like to discuss your situation.

You could leave old 401(k) funds where they are. But it may also be worth rolling them into a new account.

01/11/2023

Easing wage and cost pressures and more signs of a slowing economy may provide a window for the Fed to pivot its rate hike stance should the economy slip into recession. See Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s explanation of why a spike in unemployment may not be necessary to curb inflation.

01/10/2023

These accounts let you put money in children’s names, but you retain control until they become adults. Please reach out if you have questions.

Learn about custodial accounts, what a custodial account is, how they work, how to open a custodial account, and the pros and cons of opening one for a minor.

01/09/2023

Let’s face it. Resolutions are usually vague and short-lived. But when I help build you the right financial plan, there’s a clear and concrete path to achieving what you want. Start the year with the greater option. Message me to get started.

01/07/2023

Prep for the year you’re striving for. Let me help set you up for success, no matter what the New You brings.

01/06/2023

We’re here to help if you have questions about adapting your retirement strategy.

Easing into retirement could be beneficial for both your mindset and your finances. Here’s how to know if a phased retirement is right for you.