Bailey Irvine-Northwestern Mutual

03/07/2024

As your life evolves, your need for life insurance also tends to change. Let’s sit down to make sure your plans match where you’re at in your life.

Like many parts of your financial life, life insurance isn’t something you should set and forget.

03/06/2024

When it comes to financial planning, your life goals are the canvas. Take our Financial Planning Tour and learn more about how we can work together on making your good plan into a work of art. http://spr.ly/6188XdcvO

02/28/2024

Tax code can seem complicated, and it constantly changes. Working with someone who’s up to speed can make a big difference when it comes time to file.

These steps could help you earn a bigger refund on your taxes this year

02/26/2024

It’s your call. You can either miss out on key money strategies or you can get in touch with me and we can start working on a good financial plan for you. And while picking up the phone and actually using it isn’t always the easiest, I can make it a worthwhile call. Maybe even profitable.

02/21/2024

When you’re strategic with your retirement savings, you can minimize how much tax you’ll owe today and in retirement.

Here’s why you should consider doing both.

02/20/2024

Not a lot of photos to capture the amount of fun that was had last week in San Antonio.

I love working for a company that allows us time to step out of the field and into a learning enriched environment and be recognized for good work. A lot of takeaways from a 2024 Regional meeting! I can’t wait to start using new strategies to help my clients.

Arguably the biggest mindset shift I have after this conference: being brave is different than having no fears. Finances create a lot of stress, fear and self doubt.. Are you brave enough to take just ONE step forward towards financial freedom?

02/15/2024

Working with a professional can help you both see your shared financial picture.

Financial discussions may not seem romantic, but they can help you develop a new level of trust and understanding for each other. These tips can help.

02/14/2024

Roses, chocolates, and dinner reservations are one thing. But there’s truly nothing more romantic than committing to a shared financial plan for you and a loved one. So after Valentine's Day, reach out to me and let's plan your perfect financial future together, so you can live happily, and wealthily, ever after.

02/13/2024

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte looks at what the latest CBO estimates about economic capacity mean for the business cycle.

Has the economy reached its growth limit? Read more in our Weekly Market Commentary.

02/07/2024

Social pressure to spend is real. Enter “loud budgeting.” The new trend may help you say no to financial peer pressure. Whether you’re trying “loud budgeting” or just want to get off on the right financial foot this year, we can help.

See how loud budgeting works—and could work for you.

01/31/2024

I typically really hate losing… first runner up is the first loser… 😉 I am so proud and honored to have been runner up to Caleb Schaffitzel for rookie of the year.

Caleb will absolutely hate that I am posting this, as any sort of public (or private) recognition makes him cringe 😂

Pretty awesome that two Springfield reps took the top two spots. (And two more in the top 10) It must have something to do with the amazing team that we have here working side by side day in and day out.

This job is mentally trying— you have to have people in your corner cheering you on and holding you accountable. The work we do is genuinely making a difference in the lives of the people we work with every day. I’m so thankful for a team that has my back and supports me and my clients!

If you are in need of conversations around your financial plans, call me! If you’re looking for a new career opportunity OR a college internship, I know a pretty sweet college unit captain (hint: it’s me 😉)

2024 is where the big things are happening for my personal practice AND for this Springfield office. Don’t miss the boat 😘

01/26/2024

A bonus is a great perk—but it can quickly move you into a new tax bracket, increasing your tax bill. If you want tips on minimizing what you owe, please reach out.

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