Northwestern Mutual-New Hartford, NY

03/22/2023

Ok, seriously. How long have you been talking about starting your own business? Taking that dream vacation? Or saving for retirement? Well, today’s the day to start living the life you’ve been talking about. And I’m here to help you make a plan to make it happen.

03/20/2023

It’s . The perfect time to celebrate the past generations of great women who paved the way for the inspiring women of today. From the doctors and artists to the do-it-all moms, here’s to all the women working to make the world a better place.

03/16/2023

That life goal you’ve been eyeing? It’s calling your name.

I can help you bring every hope, wish, and desire into focus.

03/15/2023

Want me to let you in on a little secret? No matter how far along you are in meeting your goals, I can help you get there faster and with more clarity and ease. Contact me to get started!

03/14/2023

Is $2 million enough for a couple to retire with?

How much do you need to retire?

Can a couple retire with $2 million? Maybe, but you should ask these questions so you can find the savings goal that’s right for you.

03/13/2023

As we collectively dive into completing our 2022 tax returns, it seems there is only one consistent aspect of United States tax code: It’s always changing.

The IRS says tax-law updates for the 2022 tax year could mean smaller-than-usual refunds for most taxpayers. Here are the biggest changes you need to know about.

03/11/2023

Full-time Financial Representative Assistant

Now accepting applications on INDEED

-SOME QUALIFICATIONS INCLUDE-

-Experience in administrative support or customer service, preferably in the financial services and/or insurance industry
-Health and life licensed or gain licensing within 6 months of employment
-Excellent oral and written communication skills
-Familiarity with Microsoft applications and data entry and information retrieval software
-Demonstrated organizational and time management skills and ability to multitask, set priorities and meet deadlines
-Strong attention to detail with the ability to work with a high degree of accuracy
-Ability to work in a fast-paced environment
-Ability to work both independently and on a team
-Ability to maintain confidentiality
-Continue insurance education through schools, academies, licenses, registrations and designations

https://www.indeed.com/jobs?q=DBJ+Wealth&l=utica%2C+ny&vjk=9569999cec049eae

03/10/2023

Investing in stocks can play an important role in creating long-term wealth. Please reach out if you’d like to discuss how you can put your money to work.

If you have questions about how to invest in the stock market, you’re not alone. Here are some answers to common questions that many new investors have.

03/08/2023

Have you ever thought about.......

If you got sick or injured and couldn’t do your job, what impact would it have on your finances? See how our industry-leading disability insurance for physicians and dentists can help you keep living the life you love by protecting your income. Let’s talk.

03/08/2023

Here’s to all the women around the world working for a more equal future. Let’s continue to build on what we’ve started.

03/06/2023

Have you ever asked yourself.....

How does investing work? Why do we do it? What are the goals?
You aren't alone. Here are some common questions AND the answers!

Investing can take different forms, but they all share a common goal of making money. Here are some details that can help new investors get started.

02/24/2023

Setting up a trust for your family is a great way to make sure they’re set up for success in the future. Reach out to learn more about the value of setting up a trust for your family.