Jarrod Spurgeon - Northwestern Mutual

09/28/2023

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that really mean? Learn more about what's actually included in a plan: http://spr.ly/6185u1rj5

09/25/2023

Did you hear? Student loan payments are starting up again. I know, not fun. But if you’re worrying about your budget and how to deal with this new expense, don’t. Reach out and I’ll show you how to budget for this payment without sacrificing your current lifestyle.

09/20/2023

Switching employers or health insurance plans can be a confusing exercise—especially when trying to figure out how to get the best value. Reach out if you need help understanding how elements of your plan, like an HSA or FSA, will work together.

At first, an FSA and HSA may seem very similar, but there are some differences you need to know.

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.

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.

09/12/2023

Imagine how much you could save if you could start building compound interest on your retirement savings well before adulthood. If you’d like ideas on how to help your kids get ahead on retirement savings, let’s connect.

Want to help your kid get ahead on retirement savings? Consider a custodial Roth IRA.

09/12/2023

It’s one of the most flexible financial products you can own. I’d be happy to discuss this further.

There’s a lot more to whole life insurance than its death benefit.

09/12/2023

The good news is: You’re putting yourself in a great position for retirement. The bad news is: You may be subject to added taxes and fees if you don’t know what to do next. Reach out if you need help.

If you overcontributed to your retirement account, here’s what you need to know.

09/08/2023

So you’re in your 30’s, work’s going well, and you have some goals you’re excited about. Cool—but how will you reach them? Start by figuring out your net worth. From there, I can make a financial plan to get you to your goals. For more, look here http://spr.ly/6180PWB3A

08/28/2023

Understanding your financial motivation is the first step to achieving your goals. What drives you to take control of your financial future? I can help you build a plan that supports what inspires you.