Lori Coopersmith - Northwestern Mutual

11/25/2024

Ah, Thanksgiving. Time to pile on the trimmings—turkey, mashed potatoes, stuffing. And don’t forget the cranberry sauce! The same is true with your financial plan. A 401(k) is good. But it’s just a start. Reach out and let’s see if your plan could use a little gravy.

11/25/2024

As your life evolves, your need for life insurance also tends to change. Let’s sit down to make sure your plans match where you’re at in your life.

Like many parts of your financial life, life insurance isn’t something you should set and forget.

11/21/2024

Retirement is changing. On this week’s episode of “A Better Way to Money™”, host Jennifer Borget talks with Age Wave co-founder and best-selling author Maddy Dychtwald and Northwestern Mutual Senior Director of Planning Philosophy Andrew Weber talk about steps you should consider while you’re saving for retirement. Please reach out if you’d like to make sure you’re planning for the retirement you want. http://spr.ly/6188sJpDG

11/18/2024

When there is no plan, your loved ones often become the plan. Take the opportunity now to talk about options and plan ahead; your future self (and loved ones) will thank you!

It can be difficult to plan for something you’re not sure you’ll need. Here’s what you need to know about long-term care expenses.

11/12/2024

It’s important to discuss the costs of college with your family—and look for resources that can help you cover them.

If your goals include sending your kids to college, take steps to find out if your child is eligible—even if you think you earn too much.

11/11/2024

Did you know that long-term care can throw a big curveball at your retirement plan? Good thing I’m here to help you uncover any financial blind spots ensuring that you and yours are prepared for all future outcomes.
*Planning and Progress Study, 2024

11/07/2024

Money is one of the trickiest subjects to navigate with your partner. This week, “A Better Way to Money™” host Jennifer Borget chats with Certified Financial Therapist™ Nathan Astle and Northwestern Mutual Senior Director in Advisor Solutions Kristin Krause about why talking about finances with your partner is so important—and how to make these conversations healthy (and fun) ones. http://spr.ly/6182SPyxs

11/04/2024

When you work with me, you never have to worry about being judged—there’s not much I haven’t heard when it comes to finances. Reach out and together we can discover a better way to money.

11/04/2024

Reach out if you have questions about your financial plan being on track as we close out the year.

From maximizing your tax efficiency to planning for big events in your life, our year-end financial checklist can help you prepare for whatever the new year brings your way.

10/28/2024

As your family grows, you want your money to grow with you. I’m here to help. Let’s get you and your family set — from the years on the playground to college move-in day.

10/25/2024

Side hustles can be a great way to add fuel to your savings goals. Briogeo founder and CEO Nancy Twine tells you what you need to know to get a side gig going in the latest episode of “A Better Way to Money™”. http://spr.ly/6186q76aY