Jim Clark - Northwestern Mutual

07/29/2024

It’s simple: significant tax changes are coming soon. So, whether you want to take advantage of the current lower taxes or protect yourself from future higher taxes, you’ll want to prepare now. Reach out soon and I’ll help you make the most of this opportunity.

07/25/2024

Independent analysis shows that clients with a comprehensive financial plan understood their bigger financial picture, had confidence in the progress of their goals, and felt emotionally better in other areas of life compared to people without one. If that's what you're looking for, reach out and let's talk about a better way to money.
Source: Assessing the Value of a Holistic Advisor, Dr. Hal Hershfield, 2023

07/24/2024

Cash value is a unique financial asset that can help you add flexibility to your broader financial plan. I’m happy to help you learn more about how it works.

Cash value life insurance provides more than just a death benefit. See how this insurance works and how it can help benefit your financial plan.

07/18/2024

When it comes to your finances, is it hard to feel seen? We hear you. That’s why we ask questions that matter and partner with you on every step of your unique financial plan. See how the Northwestern Mutual approach can offer huge benefits for you.

07/17/2024

Assessing one component of your financial plan each month is a great way to keep tabs on your fiscal health.

This checklist can help you make sure your finances are on track for the rest of the year. Here’s what to assess for the next 6 months.

07/12/2024

Northwestern Mutual’s latest survey shows that Americans who work with a financial advisor have twice as much saved in their retirement plans.

A 401(k) is important, but it’s just one piece of your retirement puzzle. Working with a financial advisor can help you complete the big picture.

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.

07/10/2024

You work hard, let me help your retirement savings work even harder.
*Planning and Progress Study, 2024

07/03/2024

Compare the pictures above to see if you can spot the financial blind spots, or the differences. It may be easy for you to do, but that's not always the case in real life. For those blind spots, I'm here to not only help you see them, but also help you fill in the financial gaps. http://spr.ly/61855Qx7H

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.

06/20/2024

I ask better questions to get to the better answers which then brings you closer to—you guessed it—a better way to money. Because when it comes to your financial future, I'm not playing games. Reach out now and let’s have a better conversation. http://spr.ly/61815KIOf