David Miller Northwestern Mutual

David Miller Northwestern Mutual While you can’t avoid tragedy, you can take steps to eliminate the financial worry that comes with it Financial advising, legacy planning, financial education.

09/08/2026

A one-second pause before you buy something can be enough to notice whether it's actually going to make you happier or feel good just for a minute. If you want help building a financial plan around what actually matters to you, that's exactly what we’re here for.

Feeling unsure about your finances as a newly married couple is completely normal. I’ve got you.
09/08/2026

Feeling unsure about your finances as a newly married couple is completely normal. I’ve got you.

After getting married, your financial checklist should include items like merging accounts, updating legal documents/paperwork, and adjusting tax withholdings.

I’m proud to take a moment to acknowledge and celebrate all workers across this great land. The work they do paves the w...
09/07/2026

I’m proud to take a moment to acknowledge and celebrate all workers across this great land. The work they do paves the way for a brighter future far and wide.

09/06/2026

September is Childhood Cancer Awareness Month—the perfect time to rally around the goal of ending childhood cancer. Every day, more than 1,000 children worldwide receive this devastating diagnosis. Through our partnership with Alex's Lemonade Stand Foundation, we’re helping fund critical research, advance new treatments, and support affected families. And in September, for every new financial plan delivered to a prospective client, the Northwestern Mutual Foundation will donate to Alex’s. Together, we can rewrite the story for children with cancer.

09/06/2026

Today, it’s swings in the backyard. Tomorrow, it could be college, a first apartment or another big step forward. A financial plan can help you prepare for what’s next. Let’s build one together.

The hardest part of any financial plan is knowing where to start. We can help.
09/05/2026

The hardest part of any financial plan is knowing where to start. We can help.

Financial planning isn’t a checklist or point in time. It’s an endeavor that evolves as your life evolves.

Whole life insurance can be a key component of your financial future. Let’s talk about how we can structure it to enhanc...
09/04/2026

Whole life insurance can be a key component of your financial future. Let’s talk about how we can structure it to enhance your overall plan.

There’s more to whole life insurance than you might expect. Beyond offering a death benefit, guaranteed cash value and tax advantages provide flexibility as part of a broader financial plan.

The blueprint is simple, just follow the steps and get the financial confidence you deserve.
09/03/2026

The blueprint is simple, just follow the steps and get the financial confidence you deserve.

Having the ability to maximize your retirement contributions is a great position to be in, but it’s important to stay wi...
09/02/2026

Having the ability to maximize your retirement contributions is a great position to be in, but it’s important to stay within the annual limits to avoid unnecessary tax headaches.

Contributing too much to a retirement account isn’t necessarily a bad problem to have, but you do need to take steps to avoid potential tax penalties.

Indexed universal life insurance policies don’t always perform the way they’re illustrated. Learn how they work and why ...
09/02/2026

Indexed universal life insurance policies don’t always perform the way they’re illustrated. Learn how they work and why you may have better options.

Indexed universal life insurance policies don’t always perform the way they’re illustrated. You may have better options.

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2121 N California Boulevard Suite 620
Walnut Creek, CA
94596

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