Edward Smith II MBA, Financial Representative - Northwestern Mutual

Edward Smith II MBA, Financial Representative - Northwestern Mutual Helping Individuals, Families, and Businesses reach their financial goals

09/14/2023

Everyone knows it’s important to save. And I get it—it’s not always easy, but there are ways to make it fun! Try our 52-Week Money Challenge then reach out to me to make a plan that can really start putting your money to work.

Imagine what you could do with a little extra savings. I’ve got some ideas, too!
09/13/2023

Imagine what you could do with a little extra savings. I’ve got some ideas, too!

If you’re up for a challenge, here’s how you could save an extra $1,300 this year.

These ideas could help you avoid overspending.
08/31/2023

These ideas could help you avoid overspending.

You may need to get creative to stretch your back-to-school shopping budget this year. These pro tips can help.

08/25/2023

Retirement planning might be the last thing on your financial to-do list, but starting sooner really pays off later. I can help take the guesswork out of balancing the life you want today with the way you want to retire down the road. Ready to check in? I’m ready to help.

Want to feel better? Have stronger friendships? A new survey finds that people who report better health and stronger fri...
08/22/2023

Want to feel better? Have stronger friendships? A new survey finds that people who report better health and stronger friendships are also working with a financial advisor and planning their finances. Please reach out if you’d like to get started.

People who work with an advisor feel better about many aspects of their lives.

08/16/2023

Did you know that saving for a rainy day can help make your retirement even sunnier (and help take the guesswork out of planning for it)? Check out today’s financial flash challenge and let me know if you’re up for it.

401(k)s are one of the most popular ways to save for retirement. But they’re just one tool. Reach out if you’d like to l...
08/14/2023

401(k)s are one of the most popular ways to save for retirement. But they’re just one tool. Reach out if you’d like to learn more about how a 401(k) works with your broader financial plan.

A 401(k) is a great tool to help you save for retirement.

Let’s talk about balancing retirement and college savings in your financial plan.
08/07/2023

Let’s talk about balancing retirement and college savings in your financial plan.

This is a very common financial planning dilemma for many parents. The good news is that it’s not an all-or-nothing proposition.

Taking stock of your budget at the midyear point is a great way to keep tabs on your fiscal health.
08/04/2023

Taking stock of your budget at the midyear point is a great way to keep tabs on your fiscal health.

Assessing your current spending in these 6 areas of your budget can help you make any needed adjustments. Then you can focus on what matters most.

08/03/2023

These days, debt is weighing down a lot of people. If you’re one of them, there’s some good news. With the right strategies, you can pay down your debt AND save toward your goals. Yes, at the same time. Reach out and let’s put a plan together for you.

Going through these steps together can help ensure both of you are financially prepared.
08/03/2023

Going through these steps together can help ensure both of you are financially prepared.

This is the ideal opportunity to introduce your child to money basics that will help them build a strong financial future.

Retirement is a huge life goal to save for, so here are a few considerations to see if you’re on track.
08/02/2023

Retirement is a huge life goal to save for, so here are a few considerations to see if you’re on track.

Perhaps you’ve wondered, “How much should I contribute to an IRA? And how often?” Here are few guidelines.

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Palm Beach Gardens, FL

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