William Lee - Northwestern Mutual

06/10/2026

Let me help you get the right financial plan in place, so the big stuff AND the little stuff feel lighter. Let’s get started on yours today.

06/09/2026

Strong jobs data may sound like good news—but with inflation still sticky, markets may see it differently. Brent Schutte, chief investment officer of Northwestern Mutual Wealth Management, breaks down what investors should know. http://spr.ly/6187B8LMq9

06/08/2026

Attending the Network Office Meeting at Northwestern Mutual’s NYC headquarters.

06/05/2026

Marriage changes more than your relationship status. It can also affect finances, property, debt, and future planning. Please reach out if you have questions about whether a prenup is right for you.

Marriage changes more than your relationship status. Here’s why more engaged couples are talking about prenups.

06/04/2026

Many things can be true at once. I can help you set up a financial plan to prepare for it all.

06/04/2026

It’s almost time for kickoff! Here’s how to budget for the World Cup while sticking to your financial goals.

Knowing the costs and having a budget in mind can help you attend the World Cup while avoiding a financial yellow card.

06/02/2026

AI is driving stocks higher—but narrow market leadership means that there is more to these gains than meets the eye. Northwestern Mutual Wealth Management CIO Brent Schutte examines what’s underneath the gains and why diversification still matters. http://spr.ly/6180B8icNO

05/29/2026

Your child’s future may not follow a single path—and your savings strategy shouldn’t either. Read this article to learn how to build a plan that fits your family’s needs.

Flexible Ways to Save for Your Kid’s Future

05/29/2026

It’s 529 Day! Connect with me today and I’ll help you prep for your child’s future, which may include setting up your own 529 plan.

05/28/2026

I can help protect you from the financial impact long-term care can have on your family, your retirement lifestyle, and your legacy goals. Reach out and let’s start building your plan for long-term care.