Michael Peake - Northwestern Mutual

09/30/2023

Incorporating protections for your digital privacy should be a key part of your overall financial planning.

Think about protecting your digital security the same you would about looking both ways before crossing the street or locking your house before you go out.

09/25/2023

Filling out the FAFSA is an important step to help pay for college.

Applying for financial aid is typically worth it for most families. Here are the facts behind some of the most common FAFSA misconceptions.

09/20/2023

As a potential government shutdown looms, here are some things to know about the impact on the economy and markets.

With the potential for a government shutdown seemingly increasing, here is a look at what’s at stake and how shutdowns have played out in the past.

08/31/2023

It’s important to plan for risks that can derail your financial plan.

Here’s how it works and why it’s important.

08/29/2023

Imagine how much you could save if you could start building compound interest on your retirement savings well before adulthood. If you’d like ideas on how to help your kids get ahead on retirement savings, let’s connect.

Want to help your kid get ahead on retirement savings? Consider a custodial Roth IRA.

08/28/2023

The numbers may surprise you—but retirement planning is about much more than numbers. The amount you need is unique to your goals. So see where you stand in terms of savings—and then I can help figure out the right strategies for you: http://spr.ly/6180PSUfA

08/25/2023

Not sure which IRA is right for you? Check out this fun guide, or send me a DM to set up a conversation and get personalized advice, tailored to your financial situation and future goals. I’m ready when you are!

08/24/2023

The answer is personal and depends on several variables.

Figuring out how much money you’ll need on a monthly basis will depend on your lifestyle, goals and unique retirement vision. These prompts can help you get started.

08/23/2023

If paying for your kids’ college is one of your priorities, let’s discuss the different ways you can help make that possible.

Start by getting an idea of what the expenses will be when your child is ready to apply to universities. Then you can figure out how to fit it into your financial plan.

08/22/2023

If you’re contemplating a change to your annuity or life insurance policy, you’ll want to make sure the trade is a good fit and follows the rules of a 1035 exchange to avoid tax penalties. Reach out if you need help weighing options.

If you want to change your annuity or life insurance policy without paying added taxes, this could be a way to do it.

08/21/2023

You could be retired for 1/3 of your life. I can help you create a plan for the future while making sure your current lifestyle stays intact. Reach out to get started today.

08/18/2023

Planning for retirement sooner pays off later in a big way. I can help you get a head start on the retirement you want without sacrificing your lifestyle today. Reach out, let's talk.