Ashley DiMeglio - Northwestern Mutual

Ashley DiMeglio - Northwestern Mutual Making people feel secure about their money is my highest priority. And the next.

My team will work with you to help create a flexible financial plan designed to get you to your next goal.

07/15/2022

I help manage your financial dreams so that you can achieve your professional dreams, in a space that fits you now and in the future. Message me to get started.

If you’re within a decade of retirement, here are 3 conversations you should be having: bit.ly/3Az883A
07/14/2022

If you’re within a decade of retirement, here are 3 conversations you should be having: bit.ly/3Az883A

Nearly half of business owners face challenges in finding a successor. Having a business succession plan in place will g...
07/08/2022

Nearly half of business owners face challenges in finding a successor. Having a business succession plan in place will give you a head start in finding the right person for the job. Reach out to me and let’s talk about it.

If you’re going through a major life change and need help adjusting your finances, I can help.
07/07/2022

If you’re going through a major life change and need help adjusting your finances, I can help.

Women often feel the repercussions of divorce more than men. Here’s how to avoid common financial mistakes when going through a divorce.

07/07/2022

I now pronounce you holders of a joint bank account. Let me help you build a financial plan while you build your lives together.

Did you know that when your financial plan doesn’t start with your finances, but starts with you instead, your goals get...
07/06/2022

Did you know that when your financial plan doesn’t start with your finances, but starts with you instead, your goals get a lot closer?

That’s because we tailor your plan to your life and your priorities. And when those priorities shift or change, we’ll update the financial strategies in your plan so you always stay on track to keep meeting your goals.

Let’s see the difference a personalized plan can make for you, we’re ready to get started when you are.

Halfway through the year is a great time to give your money a little TLC: bit.ly/3AlOlod
07/06/2022

Halfway through the year is a great time to give your money a little TLC: bit.ly/3AlOlod

Having these money conversations early on can help you start building your financial future together.
07/01/2022

Having these money conversations early on can help you start building your financial future together.

Even if you've broached the topic of finances while dating, these are the 5 important money conversations newlyweds should have.

When kids turn 18, what ongoing role should parents play in their lives? Our Chief Customer Officer and dad Christian Mi...
06/30/2022

When kids turn 18, what ongoing role should parents play in their lives? Our Chief Customer Officer and dad Christian Mitchell explains why he plans to continue guiding his 18-year-old son on topics that no young adult could have mastered yet, especially money management.

The other day, I was on my morning run and AC/DC’s, “It’s a long way to the top if you want to rock and roll” came on. Who doesn’t love bagpipes mixed with electric guitar? As I ran, one of the lines particularly struck me: "Gettin' old, Gettin' grey, Gettin' ripped off, Underpaid, Gettin'...

If you’re concerned about saving enough for retirement, let’s put together a plan.
06/30/2022

If you’re concerned about saving enough for retirement, let’s put together a plan.

Show your nest egg a little TLC by kick starting your retirement savings. These quick tips can help you save more for retirement.

Let’s chat about your charitable giving plan and how to make giving a tradition in your family.
06/29/2022

Let’s chat about your charitable giving plan and how to make giving a tradition in your family.

Give as a family to maximize your charitable giving impact. These ideas and giving vehicles, like donor-advised funds, can help you inspire the next generation.

When you reach retirement, you want to be able to live more and worry less. So let’s check in now to make sure you’re st...
06/28/2022

When you reach retirement, you want to be able to live more and worry less. So let’s check in now to make sure you’re still on track for the retirement you want.

When you’re about 10 years away from retirement, your post-work financial picture is starting to come into focus.

Address

2515 South Road Suite 201
Poughkeepsie, NY
12601

Alerts

Be the first to know and let us send you an email when Ashley DiMeglio - Northwestern Mutual posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Ashley DiMeglio - Northwestern Mutual:

Share