Rowell Banagan, Financial Representative with Northwestern Mutual

09/20/2024

When it comes to finances, it pays to learn by example. Here are a few tips from millionaires for people who want to feel secure with their money.

*Planning and Progress, 2024.

09/16/2024

Did you know 84% of American millionaires have a financial plan? This is one of seven habits of millionaires we identified in our recent Planning & Progress study. All of these habits are things anyone can do.

What financial habits set millionaires apart from everybody else? Here are seven revealed in Northwestern Mutual’s 2024 Planning & Progress Study.

09/16/2024

Financial planning isn’t just about saving for retirement. It’s about building a life that’s filled with great memories. Let’s figure out how to meet your goals, whether they’re 3 years from now or 30.

09/11/2024

Currently, the qualified business income tax deduction, or QBI, allows you to deduct up to 20 percent of business income earned from sole proprietorships, partnerships, S Corps and LLCs. But that’s about to change. Let’s work together to make sure you’re prepared. Reach out today.

09/09/2024

I want you to be able to say that our conversations changed everything for the better. By getting to know you, your vision and values, I can help make your big dreams your reality. Connect with me and let’s get started.

09/09/2024

The right planning can help you get the most out of your savings. Please reach out if you’d like to talk about your retirement plan.

Today’s retirement could last 20 to 30 years. How will you ensure that your savings last? Learn how to create a retirement income plan that’s designed to last.

09/03/2024

Your first child changes your life in the most amazing ways. But it also changes your finances. Are your finances ready for a baby? Take our quiz to find out.

08/29/2024

Are you looking for the right financial advisor to fill in the blanks? I'll partner with you on solving the puzzle of life by having better conversations with you which brings you to a better way to money.
Reach out to me now.

08/28/2024

Big tax changes are coming for most business owners—and now’s the time to prepare. Let’s work together to make sure you and your business take advantage of today’s lower rates and are ready for the future. Take a look at our guide and then reach out. http://spr.ly/6188cVyj0

08/26/2024

There are three key reasons to do it sooner rather than later—and you may be surprised by how affordable it can be.

Learn why life insurance for kids can be a smart financial move for more than the death benefit. Here's how life insurance for children can build security and cash value.

08/19/2024

By surveying our clients, we found that those individuals who worked with someone like me on a comprehensive plan including life insurance, investments, and annuities were part of the 80% of our client base that enjoyed life more comfortably. Reach out to me now and get that 80% feeling yourself today.
Source: Assessing the Value of a Holistic Advisor, Dr. Hal Hershfield, 2023

08/19/2024

Northwestern Mutual’s latest survey shows just one in four Americans expect to leave an inheritance. But there’s more than one way to leave a legacy.

You can’t take it with you. But you can make a plan for passing along what happens to what you’ve earned—and learned—after you’re gone.