Bennett Parry - Northwestern Mutual

06/30/2026

Every parent spends a lot of time thinking about how to build wealth for their family, but not nearly enough time thinking about how that wealth will eventually be passed on.

A good financial plan isn’t just about growing your assets. It’s about making sure the people you care about receive them in the most efficient way possible. If you have kids and haven’t had a conversation around legacy and wealth transfer planning, it’s probably worth taking a look.

By transferring your wealth in the most tax-efficient manner, you’ll pass along more of the wealth you’ve worked so hard to build and preserve for future generations.

06/23/2026

I've been having this conversation a lot with my clients. Most people think investing is about finding the best stock or fund. In reality, it’s about putting the right money in the right place based on what you’re trying to accomplish. The investments matter, but having a strategy behind them matters a lot more.

Learn more about common types of investments—including mutual funds, stocks, bonds and exchange-traded funds.

06/16/2026

A tax refund can be a great opportunity to move the needle financially. Whether that means paying down debt, building savings, or investing for the future, having a plan for that money can make a bigger impact than most people realize.

If you’re getting a refund this year and want to make the most of it, let’s connect.

Don’t just use your tax refund to splurge on yourself. Do that and invest it in your peace of mind. Check out these tips for ways to strengthen your financial foundation.

04/30/2026

There’s more to kids’ financial planning than most people realize.

04/28/2026

Bonuses are great… until you see how they’re taxed. This is something I talk through with a lot of people, because how you plan around it can make a bigger difference than most people realize.

The IRS has different withholding rules for bonuses than it does for regular pay. Here’s what you need to know about how bonuses are taxed.

04/23/2026

A lot goes into a strong retirement plan beyond just investments. If you’re not sure how all of this fits into your situation, let’s find a time to connect.

04/21/2026

This has been a big focus with a lot of the young families I work with. Most parents think about setting their kids up for college or education, which is important, but there’s more to it than that.

It’s about having a plan in place that helps them build real financial independence as they get older and move through different stages of life.

If this is something you’ve been thinking about, let’s connect.

Empower your children to navigate their financial future with confidence. These key lessons will help them thrive as they step out on their own.

04/16/2026

Interesting to see where each generation thinks they’ll retire. The reality hasn’t really changed though. Most people are still on track for around 65. The bigger question is, is that by choice or by default?

If you want to see what that looks like for you, let’s find a time to connect.

04/14/2026

This comes up in almost every conversation I have with my clients. Most people don’t think about this until it’s too late though. Your ability to earn income is your biggest asset, and if that’s not protected, everything else is exposed. This is something I walk through with a lot of people. Worth understanding how it actually works.

Learn what long-term disability insurance is—including what counts as a short-term vs. long-term disability, what is covered and how you can qualify for benefits.  

04/09/2026

Could your financial planning use some improvement? Let me help.

*Planning & Progress Study, 2025.