Felipe Ceja Jr. - Northwestern Mutual

10/26/2023

A health savings account (HSA) and flexible spending account (FSA) are similar. Both let you put pre-tax dollars toward qualified medical expenses. But they have key differences. Reach out to me for more clarity on which may be more right for you.

10/25/2023

One of the benefits of permanent life insurance is that it accumulates cash value over time. One way to utilize your cash value is to take a loan against it. It can be a great financial tool, but there are a few things to consider before you do it. As always, please reach out with any questions.

Borrowing against life insurance can be beneficial, but here are things to know about life insurance loans before deciding on borrowing from life insurance.

10/24/2023

Are you a restless adventurer or a homebody type? Well, whether you’re looking to get closer to going farther, or find a home to take your next staycation, I can help you with a financial plan that makes either option–or both!–possible.

10/18/2023

We’re here to help! Please reach out if you have questions about creating a financial plan.

Many women are anxious about the state of their finances. Teaming up with the right financial advisor can provide peace of mind about today—and the ability to dream for tomorrow.

10/16/2023

This quiz can help you learn what’s in a good financial plan. Please reach out if you’d like to build your plan.

A plan that relies primarily on investments can leave you vulnerable. Take our quiz to see what makes a good financial plan.

10/12/2023

Reach out if you need some help figuring out the best savings plan for your family.

When it comes to saving for your child’s college education, you may have a wide range options. Here are six of the best ones.

10/09/2023

As your family grows, you want your wealth to grow, too. As you plan to expand your family, reach out if you need help preparing for what lies ahead.

Though that new baby is priceless, there are some costs you’ll need to prepare for.

10/05/2023

That's a big number, and it’s my job to help make it smaller. In fact, our study shows that people who work with a financial advisor feel better about their money, friendships, mental health, and more. So reach out to start worrying a lot less.

*Planning and Progress Study, 2023

10/02/2023

These simple steps can help set you up for a strong 2024.

A financial checkup is important to keeping your retirement and finances in balance. To get started, here’s an end-of-year financial checklist for retirees.

09/28/2023

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that really mean? Learn more about what's actually included in a plan: http://spr.ly/6184u1r3p

09/25/2023

Did you hear? Student loan payments are starting up again. I know, not fun. But if you’re worrying about your budget and how to deal with this new expense, don’t. Reach out and I’ll show you how to budget for this payment without sacrificing your current lifestyle.

09/20/2023

Switching employers or health insurance plans can be a confusing exercise—especially when trying to figure out how to get the best value. Reach out if you need help understanding how elements of your plan, like an HSA or FSA, will work together.

At first, an FSA and HSA may seem very similar, but there are some differences you need to know.