Shane Waters - Northwestern Mutual

11/21/2022

When it comes to leaving a legacy, talking about your plans with your heirs is an important first step. Reach out and I’ll show you how. http://bit.ly/3SXzSUW

11/19/2022

Increased responsibilities the past few years have prompted many Americans to pay more attention to long-term care. What steps have you taken to prepare?

11/19/2022

If you’re interested in retiring earlier than expected, let’s talk about how that could impact your retirement income strategy.

The pandemic has prompted some people to move up retirement. But there are some financial considerations to address before you decide to retire early.

11/18/2022

With current inflationary levels, taxpayers will see a larger-than-normal increase in select IRS limits for 2023. This creates a potentially powerful planning opportunity. Let’s discuss your financial plan today.

No matter your income level or net worth, the effects of high inflation can be felt almost daily at the gas pump and grocery store. While it’s hard to find something positive to say about the current inflationary environment, there might just be a silver lining, particularly for wealthy Americans ...

11/18/2022

Do your heirs know what to expect? A planned and prepared talk about inheritance can alleviate anxiety on all sides. Reach out and I’ll show you how. http://bit.ly/3SXzSUW

11/17/2022

Please reach out if you have questions about RMDs.

If you’re getting close to age 72, it’s time to start planning for required minimum distributions, or RMDs. Here are five things to know about RMDs that’ll help you avoid some common mistakes.

11/17/2022

According to the 2022 Northwestern Mutual Great Realization survey, 21% of people who plan to make major life changes over the next two years say one of them is having kids.

If you’re planning to add to your family, this checklist can help you get ready.

From getting ready for the hospital bill and covering parental leave to getting important documents in place, we’ll help you financially prepare for a baby in 9 months.

11/16/2022

Regardless of where you are on your journey, we have the skills to make a financial plan that works for you and your goals. Let's talk soon.

Source: Northwestern Mutual Great Realization Study, 2022

11/16/2022

A HELOC can be a great way to use your home to access credit at a lower rate than you might pay with other types of loans. Please reach out if you’re interested in discussing your financial options.

What is a HELOC? A HELOC, or home equity line of credit, is an alternative to a home equity loan that may provide more flexibility.

11/15/2022

Join us for the 2022 Forbes Wealth Summit on December 6 at 11am ET presented by Northwestern Mutual in partnership with Forbes. At this complimentary, exclusive event, you’ll hear chief investment officers, policymakers, and others, discuss cutting-edge investment ideas.
https://www.forbes.com/connect/event/2022forbeswealthsummit?promo=NWM2&tr=true

11/15/2022

Just tackling one or two of these can help position you to finish the year strong.

The end of the year is now fully in sight. Here are 5 ways to improve your finances in November.

11/14/2022

Have you heard about The Great Realization? People are leaving behind what stopped working and making a plan to bring their passions to life. I can help with your Great Realization, and show you how someday starts today.