Jeremy Cummings- Northwestern Mutual

06/21/2023

Want to thank everyone for the wonderful support and opportunity as I took on a new challenge. Northwestern Mutual is not only a great place to work but an outstanding company and really makes a difference that my family has been taking advantage of since 2007.

At this time in life, I have decided to step away and dedicate more time to my family and other adventures.

Thank you to all those clients that took the time to listen to me and take the next step. The Morgantown office has great young leaders and you will be in great hands moving forward. If you have any questions or would like for me to introduce you to your new advisor please let me know.

Have a great day and I will be seeing you around soon!!!

03/07/2023

These are some great tips. Sometimes small financial changes can make a big difference.

If you’re looking for 5 ways to improve your finances in March, here’s how you can lower your tax bill and prepare for homebuying season.

02/27/2023

With the right financial plan in place, creating the life of your dreams can be as easy as drag and drop. You have the goals, I just help you get there. Contact me to get started.

02/22/2023

A recent Northwestern Mutual survey found that moving to a new city or state is a top life goal many people intend to pursue in the coming year. Reach out if you have questions about how a change of scenery could impact your financial plan.

Thinking about relocating to a new city or state? Here are five cost-related questions to research as you contemplate the move.

02/20/2023

I can help you map out your goals so you can make someday a reality. I’m ready when you are.

02/11/2023

Sometimes it seems the taller they grow, the more you owe. The right financial plan can make what once felt daunting feel achievable and under control. Message me to get started!

02/09/2023

You should spend some now. But this is also a great time to tackle some financial goals.

It can be tempting to spend your year-end bonus right now, but there’s more you could be doing with your yearly windfall.

02/07/2023

Here are some simple steps to keep your finances on track this month. Please reach out if you want to have a conversation about your situation.

This month, take stock of your retirement savings and start to prepare for tax season. Here are 5 ways to improve your finances in February.

02/03/2023

24% of people who plan to make a career change in the next two years say they want to start a new business. If you’re taking that leap, reach out to me for help. And check out these 9 ways to get on the right track: https://www.northwesternmutual.com/life-and-money/financial-steps-to-take-before-starting-a-business/

*2022 Northwestern Mutual Great Realization Survey

01/30/2023

Let’s toast to the good choices that got us here, as well as the financial plan to keep you going.

01/26/2023

2nd day in Louisville for Regional Training

01/25/2023

Stop putting off that thing you keep talking about doing. Reach out so we can make a plan to help you do it in 2023.

These are great 2023 financial resolution ideas. Make this the year you make a financial plan to do the things you want, now and in the future.