David A. Henderson - Northwestern Mutual

01/20/2023

For affluent families looking to leave a legacy of multigenerational wealth, a dynasty trust is one of the most powerful tools in your estate planner’s toolkit. Connect with me today if you’re ready to begin your legacy planning journey.

The key difference between dynasty trusts and other types of irrevocable trusts is duration. While other types of trusts terminate at a predetermined point in time (such as when children reach a certain age), dynasty trusts can exist for an exceptionally long time or even forever, providing financia...

01/19/2023

May your year be filled with infinite possibilities.Happy !

01/18/2023

We hope your dreams become a reality this year. Happy !

01/14/2023

Dr. Martin Luther King, Jr. was a visionary for nonviolent activism in the Civil Rights Movement. Every year, let's celebrate this holiday as a "day on" instead of a day off by doing something to honor his legacy.

01/12/2023

Northwestern Mutual’s disability insurance planning protects the incomes of more medical professionals than any other industry provider.

Source: Gen Re, U.S. Individual Disability Market Survey, 2020 Results

01/11/2023

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.

01/10/2023

The scary truth? Your income isn’t fully protected with your employer-provided insurance policy. Let’s work together to make sure you’re comfortable with your level of protection.

Is disability insurance a good idea? Learn more about what it protects and how likely you are to need it.

01/10/2023

01/10/2023

You have big plans for the future, and I can help you get there. I’ll break your big goals into baby steps that feel approachable, attainable, and encouraging. Ready to get started?

01/07/2023

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.

01/06/2023

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.

01/05/2023

Please reach out if you have questions about how this legislation could impact your financial plan.

The SECURE Act 2.0 aims to help people save more for retirement. Here is what you need to know about how some of the key provisions may affect your plan.