Max Dahm - Northwestern Mutual

11/10/2023

Remember that every dream visualized is a step closer to reality.

I’m here to help transform your financial goals into achievements. Ready to reflect and project? Reach out, and let's look ahead to 2024 together.

11/09/2023

If you’ve been putting off having necessary money conversations with your family members, we can get help you prepare for these important talks.

Money talks can be emotional but getting everyone on the same page can ultimately make for more harmonious family dynamics.

11/08/2023

19 years old. That’s the average age when people have their first conversation about family finances with their parents. I’m ready to help you navigate these crucial conversations. Reach out to get started.

*Planning and Progress Study, 2023

11/03/2023

Think you know what life insurance is all about? You might be surprised to see how much you can do with it. Check out this quick quiz then reach out and let’s talk about how life insurance can help you live better http://spr.ly/6189ukeFt

11/01/2023

Year-end is a great time to review your finances as you prepare for whatever comes your way in the new year.

Year-end is great time for a financial checkup. Here’s a helpful checklist to help keep you financially on track in the year ahead.

10/30/2023

51% of women feel financially secure, let’s work together to make you a part of the majority (or keep you there 😉). Kickstart your journey toward financial empowerment by DMing me today to get started.

Source: Northwestern Mutual Planning & Progress Study, 2023

10/26/2023

A health savings account (HSA) and flexible spending account (FSA) are similar. Both let you put pre-tax dollars toward qualified medical expenses. But they have key differences. Reach out to me for more clarity on which may be more right for you.

10/25/2023

One of the benefits of permanent life insurance is that it accumulates cash value over time. One way to utilize your cash value is to take a loan against it. It can be a great financial tool, but there are a few things to consider before you do it. As always, please reach out with any questions.

Borrowing against life insurance can be beneficial, but here are things to know about life insurance loans before deciding on borrowing from life insurance.

10/24/2023

Are you a restless adventurer or a homebody type? Well, whether you’re looking to get closer to going farther, or find a home to take your next staycation, I can help you with a financial plan that makes either option–or both!–possible.

10/18/2023

We’re here to help! Please reach out if you have questions about creating a financial plan.

Many women are anxious about the state of their finances. Teaming up with the right financial advisor can provide peace of mind about today—and the ability to dream for tomorrow.

10/16/2023

This quiz can help you learn what’s in a good financial plan. Please reach out if you’d like to build your plan.

A plan that relies primarily on investments can leave you vulnerable. Take our quiz to see what makes a good financial plan.

10/12/2023

Reach out if you need some help figuring out the best savings plan for your family.

When it comes to saving for your child’s college education, you may have a wide range options. Here are six of the best ones.