Kaitlyn Shean- Northwestern Mutual

04/11/2024

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/6188wYE98

04/10/2024

Let’s create a savings plan that helps you satisfy your wanderlust. Once that’s out of the way, these clever travel hacks can help you conserve your funds no matter how you vacation.

03/30/2024

What can help you protect those who matter most, save for an emergency, save for college, give you more options in retirement, and leave something behind to your loved ones after you’re gone? The right life insurance. Want to know more? Reach out and let’s talk.

03/30/2024

How do you build and preserve wealth? Our research shows it requires seven financial habits. Staying optimistic, for instance, and seeking professional financial advice are among them. Do you know the others? Check out the article to see the full list http://spr.ly/6189ZztTX

03/29/2024

How much you need in retirement is an entirely individual decision. Reach out if you’d like help calculating your retirement income.

There’s a lot that goes into figuring out how much you’ll need in retirement—and where it’ll come from.

03/29/2024

Whenever you’re wondering about your finances, you can feel good knowing they’re just a tap away. Reach out and I’ll send you an invite to activate your online account. Have one already? Download the Northwestern Mutual Mobile App today. http://spr.ly/6185ZzsIB

03/28/2024

Does this look familiar? Only 29% of U.S. adults have discussed inheritance, wills, and estate matters with their parents or guardians. These conversations are crucial, and I’m here to help make them go as smoothly as possible. Reach out to get started.

*Planning and Progress Study, 2023.

03/28/2024

When everything is in one place, your financial picture gets a lot clearer. Ready to see for yourself? I’ll send you a personal invite to activate your online account. Already have one? Get the Northwestern Mutual mobile app here: http://spr.ly/6188Zzsmr

03/27/2024

Fun fact: A common reason for purchasing a life insurance policy is having a baby. Reach out today to make sure everything is set up for success as you embark on the exciting path to parenthood.

03/27/2024

You’ve worked hard to set up your family’s financial success. Now it’s time to plan for future generations. Legacy planning can seem complex, but ultimately it will be fulfilling.

03/26/2024

So you’re in your 30’s, work’s going well, and you have some goals you’re excited about. Cool—but how will you reach them? Start by figuring out your net worth. From there, I can make a financial plan to get you to your goals. For more, look here http://spr.ly/6184ZztmC

03/26/2024

You can’t buy peace of mind, but feeling financially secure definitely helps. I’m here to help you make sense of your finances to have you feeling comfortable and confident with your money.