Jamie Sturgis - Northwestern Mutual

10/06/2026

Proactive tax planning is a good way to avoid a big surprise. Discover how to estimate your federal tax rate and potential obligations with our helpful worksheet.

Here’s how to figure out what you might owe in taxes.

10/05/2026

A bonus is a great perk—but it can help to understand how it’ll get taxed.

The IRS has different withholding rules for bonuses than it does for regular pay. Here’s what you need to know about how bonuses are taxed.

10/02/2026

Talking about money with your partner before you combine finances can be a smart move. And I can help you find opportunities and blind spots that might otherwise get overlooked.

There’s no one right way to manage finances with your partner, but open communication is key. Here’s what to discuss before you combine finances after marriage.

10/01/2026

When it comes to taxes, different retirement accounts work in different ways. Please reach out if you’d like to discuss how you can use this to your advantage.

Smart tax planning can mean having more money in your pocket throughout retirement.

09/30/2026

For the most part, getting married is beneficial when it comes to Uncle Sam. I can help work through the details as you and your partner build your life together and plan for the future. http://spr.ly/6185BGUQjd

09/29/2026

Teaching your kids about money is one of the greatest gifts you can give them—and it’s easier than you think. From understanding needs vs. wants, to building credit and investing, there are simple lessons for every stage of childhood that set them up for lifelong financial success.

09/28/2026

Let’s clear away the noise and make room for a financial plan built around you.

09/23/2026

Research shows that when you combine insurance, annuities, and investments, you can create a larger legacy for your loved ones than if you'd relied solely on investments. Let's talk.

*Study: EY (2021). Benefits of Integrating Insurance Products Into a Financial Plan http://spr.ly/6189BGuQrX

09/22/2026

When the world feels uncertain, it helps to know you’ve taken care of what you can. Adding whole life insurance to your financial plan is a big step to helping you feel secure even when the future isn’t always clear.

09/21/2026

Youth sports are a big investment—and not always in the ways you might expect. Before the next season starts, it’s worth understanding the full financial picture.

See how much youth sports and activities really cost and how to budget for them.