Northern Way Wealth Management

10/09/2026

We want to take a quick moment to thank everyone who came to our book signing / office warming event a couple weeks ago.

We are so grateful to have been able to serve our clients in a fun, connecting way. It was a great opportunity to catch up and spend time with friends and family.

And we couldn’t have done it without all of you who joined us! Thank you again to our Northern Way family.

09/24/2026

Don't forget! Our free office warming and book signing party is happening THIS Friday September 25th from 1-4 PM.

If you haven't RSVP'd yet, it's not too late to join us. Come and go as you please, and bring a friend or family member!

There's no presentation or sales pitch. Just free ice cream, sandwiches and snacks and a signed copy of Jere's new book, The Right Work The Right Harvest.

We hope to get the chance to show you our new office!

09/04/2026

Should you pay off your mortgage before you retire? 🏡

Being mortgage-free sounds like an obvious win. But if the plan is to use a big chunk of your retirement savings to make it happen, there may be more to consider than just getting rid of the monthly payment.

Taxes. Liquidity. Medicare premiums. Investment growth. And, of course, the peace of mind that comes with owning your home outright.

So… is paying off the mortgage actually the right move for you?

In this week’s video, Jere and Erin break down the pros, cons, and potential pitfalls of using retirement savings to pay off your home.

👉 Watch the full conversation before you write that final check: https://youtu.be/D1bJC1wtiEc

08/24/2026

If retirement is getting closer, it’s easy to focus on the big picture: when you’ll retire, where you’ll live, and what you want your retirement to look like.

But some of the most important decisions happen WELL before you leave the workforce.

There are a few strategies that can make a big difference down the road—from taking advantage of catch-up contributions to understanding Roth accounts, HSAs, and required minimum distributions (RMDs).

In this week’s video, Jere and Erin break down 4 things you can do now to put yourself in a stronger position for retirement.

If retirement is on your horizon, this is worth a watch. 👇

And if you’re not sure which strategies make sense for your situation, that’s exactly what a good retirement plan should help you figure out.

Watch it now ➡️ https://youtu.be/9Apxslobc2I

08/12/2026

I grew up on a dairy farm in Wisconsin, where I learned lessons about hard work, patience, responsibility, and looking ahead. It's these lessons that have stayed with me throughout my career.

Those stories and lessons are the heart of my new book, The Right Work, The Right Harvest.

On September 25, we're celebrating the book's release with an afternoon event at our office. Stop by anytime between 1–4 PM to talk with me, see our new office location, and (my favorite part) enjoy some ice cream from King Cone's food truck and lunch. We'll also have free signed copy of my book available for anyone who wants to grab one.

It's free, family-friendly, and open to everyone.

📅 Friday, September 25
⏰ 1–4 PM
📍 1020 Centerpoint Dr Suite 100, Stevens Point, 54481, WI

I'd love to see you there!

–Jere

RSVP: https://www.facebook.com/share/18MAh6QQ7L/?mibextid=wwXIfr

Send a message to learn more

08/05/2026

You're Invited! Yes, you, the one reading this 👋

Join us on Friday, September 25, from 1:00–4:00 PM as we celebrate the release of Jere Smith's new book, The Right Work, The Right Harvest, and open our doors for a community office open house!

Stop by anytime to enjoy:
📖 A FREE signed copy of Jere's new book
🍦 An ice cream truck
🥪 Sandwiches, snacks, and refreshments
🏢 A tour of our office and a chance to meet the Northern Way team

This event is free, family-friendly, and open to everyone! Clients, friends, neighbors, and the community. No presentation, no sales pitch. We're just here for a fun afternoon together.

📅 Save the date: Friday, September 25
⏰ 1:00–4:00 PM

More details coming soon!
RSVP Here ➡️ https://www.facebook.com/share/1DNsMhvaTh/?mibextid=wwXIfr

07/07/2026

A couple of weeks ago, Jere, Josh, and Lydia stepped away from the office for a little team-building time out on the water.

Between the fresh air, great company, and a few fishing attempts, it was the perfect way to enjoy the outdoors together.

Lydia came up empty-handed that day, so it quickly became an office joke that maybe she just wasn’t capable of catching a fish. 😆

But a week later she proved everyone wrong by reeling one in with her family. Consider the record officially corrected!

We're so grateful for moments like these with our people.

Having a great team that plays well and works well together is the foundation for our business.

06/16/2026

Growth isn’t something we just talk about with our clients, it’s something we care about as a team.

Josh Lydia and I recently started reading The Twin Thieves together. We kicked things off outside yesterday in the beautiful courtyard under the sunshine. Not a bad setting for a little team learning ☀️🕶️

One of the most rewarding parts of building Northern Way has been investing in the next generation of leaders and creating space for thoughtful conversations, shared growth, and continued development.

I’m excited for what the future holds for Josh and Lydia, and grateful for the opportunity to keep growing together as a team.

- Jere

06/11/2026

We’re excited to welcome Josh Heuss to the Northern Way team!

Josh recently graduated from the University of Wisconsin–Stevens Point with a degree in Finance, where he was also a member and captain of the wrestling team. Between that and spending his summers commercial salmon fishing in Cordova, Alaska, it’s safe to say Josh knows a thing or two about hard work, discipline, and showing up when it matters.

Josh will be working closely with our advisory team to support clients through thoughtful planning and personalized service.

Outside of work, Josh and his wife, Brooke, love to travel, spend time outdoors, and stay active in their church community. He’s also a big fan of hunting, fishing, fitness, and time with family and friends.

Please join us in giving Josh a warm welcome!

06/03/2026

Most retirement advice focuses on numbers.

In The Right Work, The Right Harvest: Planning for a Fulfilling and Secure Retirement, Jere Smith CFP® focuses on something different:

A values-driven approach to planning.
Built on lessons from his upbringing on a Wisconsin dairy farm, his book centers on one simple idea:

The work you do today shapes the life you live tomorrow.

If you want a retirement that feels meaningful, this is where to start.

👉 Get the book: https://www.amazon.com/dp/B0GX5Z6D95