Sam Hofer - Northwestern Mutual

08/19/2024

By surveying our clients, we found that those individuals who worked with someone like me on a comprehensive plan including life insurance, investments, and annuities were part of the 80% of our client base that enjoyed life more comfortably. Reach out to me now and get that 80% feeling yourself today.
Source: Assessing the Value of a Holistic Advisor, Dr. Hal Hershfield, 2023

08/19/2024

Northwestern Mutual’s latest survey shows just one in four Americans expect to leave an inheritance. But there’s more than one way to leave a legacy.

You can’t take it with you. But you can make a plan for passing along what happens to what you’ve earned—and learned—after you’re gone.

08/13/2024

Ever wondered if you’re missing out on something financially? Read this article to discover some of the most common blind spots, and then let’s connect and start turning yours into opportunities.

Did you know 87 percent of Americans say they have financial blind spots? Here are six.

08/12/2024

1 in 4 Americans expect to receive an inheritance. Ready to talk legacies? Let’s chat to learn more about what you can do today to leave one in the future.
*Planning and Progress Study, 2024.

08/05/2024

When you're looking for a better way to money, you won't need to rely on what a survey says. I'll ask you better questions to get better answers to design a plan personalized to you. Connect with me to hear more.

08/05/2024

Try these ideas to help you avoid overspending.

 Take stock of what you (and your community) already have on hand. You might find your list has shortened significantly before you hit the stores.

07/25/2024

Independent analysis shows that clients with a comprehensive financial plan understood their bigger financial picture, had confidence in the progress of their goals, and felt emotionally better in other areas of life compared to people without one. If that's what you're looking for, reach out and let's talk about a better way to money.
Source: Assessing the Value of a Holistic Advisor, Dr. Hal Hershfield, 2023

07/24/2024

Cash value is a unique financial asset that can help you add flexibility to your broader financial plan. I’m happy to help you learn more about how it works.

Cash value life insurance provides more than just a death benefit. See how this insurance works and how it can help benefit your financial plan.

07/18/2024

When it comes to your finances, is it hard to feel seen? We hear you. That’s why we ask questions that matter and partner with you on every step of your unique financial plan. See how the Northwestern Mutual approach can offer huge benefits for you.

07/17/2024

Assessing one component of your financial plan each month is a great way to keep tabs on your fiscal health.

This checklist can help you make sure your finances are on track for the rest of the year. Here’s what to assess for the next 6 months.

07/12/2024

Northwestern Mutual’s latest survey shows that Americans who work with a financial advisor have twice as much saved in their retirement plans.

A 401(k) is important, but it’s just one piece of your retirement puzzle. Working with a financial advisor can help you complete the big picture.

07/10/2024

You work hard, let me help your retirement savings work even harder.
*Planning and Progress Study, 2024