Jacob Pankow - Northwestern Mutual

07/11/2024

Big tax changes are on the way. And while there’s still time to prepare, it’s important that you act soon. Reach out today and let’s work together so you make the most of this opportunity.

07/01/2024

According to Northwestern Mutual’s 2024 Consumer Financial Blind Spots survey, 87 percent of Americans say they have blind spots in their financial plans. Take our self-assessment to find out what you may be missing. Then let’s find a better way to money, together.

Take our online self-assessment to evaluate your financial plan. Find out if you have blind spots and uncover opportunities for a better way to money.

06/24/2024

We get a lot of questions from folks who try to compare whole life insurance to other financial options. But it’s tough to make such a comparison because whole life insurance is truly unique. This piece does a great job explaining why.

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

06/19/2024

Your personal future depends on your financial future. And now’s the time to start planning. Historic tax changes are right around the corner. Reach out soon and let’s make sure you’re prepared.

06/17/2024

Research shows a comprehensive financial plan with Northwestern Mutual can help you feel better about your money—and life in general. Reach out to get started on yours.

Research shows a comprehensive financial plan with Northwestern Mutual can help you feel better about your money—and life in general.

06/13/2024

Some folks are more accepting, others more cautious. See where you stack up—and how Northwestern Mutual is approaching AI.

How comfortable are you when it comes to AI and your money? See how we’re thinking about AI at Northwestern Mutual.

06/07/2024

Taxes are set to rise substantially in 2026 for owners of LLCs, partnerships, sole proprietorships and S-Corps. But there’s still time to take advantage of today’s lower tax rates. Reach out today and let’s work together to get prepared.

06/06/2024

Want to plan for a worry-free retirement? Let’s set future you up for success today.

06/05/2024

Learn more about this tool for securing your financial future—it’s not just for the rich.

A trust lets a trustee hold assets on behalf of a beneficiary or beneficiaries. Learn what a trust is, how it works, types of trusts and how to set up a trust.

05/29/2024

For your kids, college could be a unique and singular experience. For you, it could be an incredibly expensive one. It’s possible that their first semester is years off from now, but it’s never too early to think about saving for it. Start with reading this Average Cost of College article now, and then reach out to me to discuss how you can make their experience, whenever it happens, both invaluable and affordable. http://spr.ly/6189ebCk1

05/29/2024

You’ve spent so much time putting money into your 401(k)—but have you ever thought about what happens when it’s time to take it out?

How does a 401(k) work when you retire? While it's an important source of retirement income, it’s just one part of your long-term strategy.

05/28/2024

Generational wealth is not just for the upper class. Discover how smart financial planning can pave the way for wealth that lasts for generations. To learn more, watch the full interview with KARE 11 here:

Gordon Severson sits down with an expert to discuss generational wealth. Tips on passing money down to kids and grandkids, plus how to invest and promote equity.