James Mahan- Northwestern Mutual

12/18/2020

If you’re retired, here are a few things you should do before the end of the year to keep you financially fit.

Now that you’re living off your savings, it’s important to revisit your spending, plan for next year and conduct a general check-up to make sure your finances align with your retirement plans. To get started, here’s an end-of-year financial checklist for retirees.

12/15/2020

It can help set them up for future financial success.

Although it can be a sensitive subject, setting up policies for your kids can help set them up for future financial success. Here are the best reasons to buy life insurance for your children.

12/10/2020

The investing world can be complicated, that’s why Northwestern Mutual’s research team uses a system to narrow the field of choices.

Financial markets are flooded with choices, so how do you choose the right investment for you? You need a system. Here’s how Northwestern Mutual’s investment team uses well-defined framework to select investments for its clients.

12/08/2020

The short answer is yes. But a solid plan to create income in retirement uses many strategies to protect you against many risks. Please reach out if you’d like to discuss your retirement plan.

Generating retirement income off your savings can seem like a daunting task. What if something goes wrong? Can I get insurance for retirement income?

12/03/2020

If you’d like to review or discuss your plan, please reach out.

This month, wrap up your holiday shopping and make a plan to reduce your taxes. Here are 5 ways to improve your finances in December.

11/29/2020

Let’s talk if you’d like to discuss your future financial plans.

This month, get your holiday shopping in order and tackle some year-end financial tasks. Here are 5 ways to improve your finances in November.

11/26/2020

If you’re concerned about your retirement plan, let’s discuss how Social Security fits in.

The Social Security Administration set the cost-of-living adjustment at 1.3 percent for 2021. Here’s how much Social Security checks will increase in 2021.

11/23/2020

Is now the right time to move forward with your home buying goals? Let’s talk if you’re unsure.

There are a lot of commonly held beliefs about mortgages that simply aren’t true. Here are 4 misconceptions about mortgages to ignore if you’re applying for a home loan.

11/20/2020

If you’re looking for help in streamlining your finances, give us a call.

The final months of the year are a natural time to start planning for the year ahead and that should include your tax situation. Here are five steps you can take to maximize your tax refund this year.

11/16/2020

If you anticipate going through a period of reduced income, give us a call.
If you have questions about your finances, give us a call.

When her employer asked for volunteers to take a furlough, nurse Alexandra Olinsky checked in with her advisor to see where she stood financially. Here's how having a financial plan helped her get through an uncertain time.

11/11/2020

On , we’re honoring the heroic servicepeople who ensure our country’s freedom, including several of our employees and financial advisors. Today we're grateful that our liberties are protected by those we hold in the highest regard.

11/09/2020

With election day behind us and big news on a vaccine, stocks are poised for a strong week.

Election day is over, and all through a tumultuous week stocks posted strong gains as the results trickled in. But that wasn’t the only news this week. Here’s Northwestern Mutual’s Market Commentary for the week of November 9, 2020.