Maxx Barakat-Northwestern Mutual

11/29/2023

Having a baby is an exciting time! It’s also a good time to update or create your financial plan. Please reach out if you’d like to have a conversation to make sure you’re ready financially for your new baby.

When you're putting together everything you need to take care of your new arrival, be sure to include life insurance—and take some time to research your options.

11/27/2023

Do you feel puzzled by financial planning? Are your goals so personal and varied that, at first glance, they feel like pieces that don’t fit together? I can help you assemble all the pieces so you can see the complete picture. Reach out, and let’s talk.

11/17/2023

We all know that shopping for the holidays can get expensive, and the Financial Flash Challenge: Holiday Edition is here to help you through it. Follow me for weekly savings challenges designed to help you set aside enough money for holiday gifts without having to miss out on holiday fun. Stick to the plan and see holiday shopping get less stressful. You've got this!

11/16/2023

It’s difficult to plan for unexpected expenses that are hard to predict. If you’re looking for strategies to plan ahead, please reach out.

It’s hard to plan for something you’re not sure you’ll need. Here’s what you need to know about long-term care expenses.

11/15/2023

As you get ready to turn the page on the year, take the time to review your financial plan and set yourself up for a successful 2024. You can count on me to guide you every step of the way. Reach out to get started.

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/6184uk5LC

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

10/25/2023

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.