Paul Phelps - Northwestern Mutual

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New research from Ernst & Young shows that a combination of insurance and investments in a financial plan can lead to mo...
04/14/2021

New research from Ernst & Young shows that a combination of insurance and investments in a financial plan can lead to more income in retirement and a larger legacy. At Northwestern Mutual, this has been core to our financial planning approach for years; let me show you how we drive better outcomes for our clients. Click here to read the report:

Permanent life insurance and a deferred income annuity with a loyalty incentive both outperform investment-only approaches in our analysis. Read more.

Please reach out if you want to talk more about your plan for retirement
09/01/2020

Please reach out if you want to talk more about your plan for retirement

Are you ready for retirement? Take our retirement quiz to see how well informed you are about financial topics that are important for retirees to know.

If you believe the markets, economic recovery may be right around the corner.
08/24/2020

If you believe the markets, economic recovery may be right around the corner.

The S&P 500 completes a V-shaped recovers as economic data in housing, services and manufacturing comes in strong. Here’s our Market Commentary for the week of Aug. 24, 2020.

Please reach out if this is an option that you’d like to consider.
08/21/2020

Please reach out if this is an option that you’d like to consider.

Donating your life insurance to charity can be a good way to make a sizable donation to a cause that you’re passionate about. Here’s what to know about donating life insurance.

If you’re wondering if this is the right move for you, let’s talk through your options.
08/19/2020

If you’re wondering if this is the right move for you, let’s talk through your options.

Mortgage rates are hovering near record lows, so you may be thinking about refinancing. Here are 5 refinancing mistakes to avoid.

Let’s talk if you’re just starting out and need some guidance.
08/17/2020

Let’s talk if you’re just starting out and need some guidance.

Many young people are facing the uncertainties of college and job prospects heading into the fall. Financial advisor Leo Tucker shares what college students and recent graduates should know.

If this is on your mind right now, let’s take a look at your financial plan together.
08/15/2020

If this is on your mind right now, let’s take a look at your financial plan together.

If you’re thinking of having a baby right now, you may be wondering if you can still turn that dream into reality. Here’s what to consider if you're thinking of starting a family.

If you need help with your retirement planning, give us a call.
08/14/2020

If you need help with your retirement planning, give us a call.

If your retirement plan has taken a hit during the pandemic, there are steps you can take to right the ship. Here are some strategies for how to stay on track for retirement.

If your dream is to open your own business, we can help you plan for that.
08/03/2020

If your dream is to open your own business, we can help you plan for that.

You have a great idea for a new company and the drive to make it happen. Here’s how to build a business plan that will help get you started.

It’s important to get errors corrected.
07/31/2020

It’s important to get errors corrected.

An error on your credit report can impact a number of aspects of your financial life. Here’s how to dispute an error on your credit report.

These strategies can help bolster up your inner strength.
07/30/2020

These strategies can help bolster up your inner strength.

Dealing with the continued uncertainty brought on by the coronavirus has tested nearly everyone’s inner resources. Here are 6 pro tips to help manage stress and build resilience.

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Poughkeepsie, NY
12601

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+18452240002

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