Annie Prentice - Northwestern Mutual

01/31/2022

If you’re trying to figure out how to reach your most important financial goals, let’s talk.

SMART goals have long been used to help with work productivity, but they can help you with your money too. But what is a SMART goal and how can you apply it to your finances?

01/28/2022

Financial wellness makes you feel good, without
any rigorous training. If you’re looking for a
deeper sense of well-being in 2022, I can help
you make the right financial plan for you. Start
your year on the right foot by reaching out to me.

01/28/2022

Reach out if you have questions about how you can make progress on your 2022 financial goals.

Self care isn’t only about improving your physical health. Here are 5 self-care tips that can be used to applied to your financial life.

01/27/2022

Asset management firms are like a hardware store of financial tools, whereas a wealth management company is more akin to a general contractor. We’ll explain.

What is an asset management company, and is it the same as a wealth management company? Let’s take a closer look.

01/27/2022

The comeback in REITs makes a strong case for disciplined diversification in portfolios.

REITs stage a comeback in 2021 and make a strong case for the critical importance of diversification in a long-term investment portfolio.

01/26/2022

The more transparent you are, the more your advisor can help you make progress on your goals and see the big picture.

Having the right information with you when you meet your financial advisor can help everyone see the big picture.

01/26/2022

One of the biggest benefits of a personalized financial plan is the confidence it gives you to know that you can live the life you’ve always wanted, without worrying if you can afford it. Want financial strategies specifically designed to get you to your goals? Let’s chat.

01/25/2022

The Fed meets this week and will set the tone for 2022. See what Chief Investment Strategist Brent Schutte is watching in our Weekly Market Commentary.

It’s Federal Reserve meeting week, and Chairman Jerome Powell will set the dial on 2022. That and more in Northwestern Mutual’s Market Commentary for the week of Jan. 24, 2022.

01/24/2022

Is money stress keeping you up at night? See how soundly you sleep when we make a financial plan to tackle it (plus, you won’t have to spend all that
money on a new mattress). Ready? Let’s talk.

01/21/2022

Reach out if you need help getting your finances back on track this year.

Financial setbacks shouldn’t discourage you from making progress on your goals. Here are 4 ways to bounce back.

01/20/2022

Now is great time to discuss your financial plan. Let’s go over your goals for 2022.

Looking for ways to improve your finances? This month, start your tax prep and revisit your financial plan for 2022.