Jay Appel - Northwestern Mutual

Jay Appel - Northwestern Mutual I take a holistic approach to creating a comprehensive financial plan specific to your short and long term goals.

This includes:
- Protecting your income with life and disability insurance
- Investment management
- Education planning
- Retirement planning

Buying a home is one of the biggest financial decisions you’ll make. Let’s talk if it’s on your radar.
03/11/2021

Buying a home is one of the biggest financial decisions you’ll make. Let’s talk if it’s on your radar.

Virtual home tours have become more popular during the pandemic, but buyers still need to check out every nook and cranny. Here’s how to make the most of a virtual home tour.

If you’re ready to spring forward and save some money, here are the deals to look for this month.
03/10/2021

If you’re ready to spring forward and save some money, here are the deals to look for this month.

As the calendar turns to spring, there are plenty of good deals if you know where to look. Here are 4 things to buy in March and 3 you should skip.

If you're looking to better your finances, give us a call.
03/05/2021

If you're looking to better your finances, give us a call.

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.

If you’re planning to get married this year, let’s talk about how to start you and your partner off on the right financi...
03/04/2021

If you’re planning to get married this year, let’s talk about how to start you and your partner off on the right financial foot.

Pandemic wedding planning may seem tricky, but it isn’t impossible. Here’s what to know if you’re trying to plan a wedding during COVID-19.

If you have questions about how different types of insurance fit into your financial plan, we can help.
02/24/2021

If you have questions about how different types of insurance fit into your financial plan, we can help.

A standard policy may not cover all types of damage to your home. Here are three types of supplemental homeowners insurance you may not have thought about.

The stock market is risky, but avoiding markets entirely in retirement is risky, too.
01/25/2021

The stock market is risky, but avoiding markets entirely in retirement is risky, too.

In retirement, it’s rational to want to play it safe with your nest egg, but a little exposure to stocks can help your savings go further in retirement. Here’s why it makes sense to own stocks in retirement.

Just as they helped you climb the mountain to retirement a financial advisor can help guide you on the path back down.
01/15/2021

Just as they helped you climb the mountain to retirement a financial advisor can help guide you on the path back down.

A financial planner can certainly help you save for retirement, but they can also be your guide to help you achieve a fulfilling retirement as well. Here’s the role of financial planning in retirement.

If one of your New Year’s resolutions is getting fit, this month’s deals could help.
01/12/2021

If one of your New Year’s resolutions is getting fit, this month’s deals could help.

The holiday season isn’t the only time for deals — you’ll also find plenty of discounts this month. Here are 6 things to buy in January and 4 to skip.

Let's talk if you’d like help with your financial checkup.
01/07/2021

Let's talk if you’d like help with your financial checkup.

It’s the season of resolutions, so why not make a few to help you with your money management? Here are 5 ways to improve your finances in January.

If you’re feeling overwhelmed about your finances, let’s talk.
12/18/2020

If you’re feeling overwhelmed about your finances, let’s talk.

If you’re feeling a bit overwhelmed and could use some money advice, here are 4 financial steps to take before the new year.

If you’d like to review or discuss your plan, please reach out.
12/16/2020

If you’d like to review or discuss your plan, please reach out.

This month, wrap up your holiday shopping and make a plan to reduce your taxes. Here are 5 ways to improve your finances in December.

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