Logan Molina Northwestern Mutual

01/24/2024

Please help me in extending a warm welcome to our newest team member, Haley Coppola! We are thrilled to have her on board, and we look forward to the positive impact she will bring in overseeing client experience and onboarding.

Haley brings a unique blend of professional experiences, including a collegiate and professional soccer background. Her experiences in athletics holds valuable parallels to the professional world. Just as she demonstrated leadership, teamwork, and dedication on the soccer field, we are certain that her ability to translate these skills will be seamless into her new role. Her familiarity in high-pressure situations, strategic decision-making, and effective communication aligns perfectly with the demands of overseeing client experience.

Haley is a wife, mother, and a WINNER!

04/15/2022

You’re not alone if you find that Tax Day creeps up on you — and you find yourself unprepared. So what happens if you file taxes a day late?

You’re afraid you may miss the April 18 tax-filing deadline. What happens if you file taxes a day late?

04/11/2022

Financial Literacy Month is a good time to go back and review the basics. Refresh your knowledge with this checklist.

Add these 5 financial tasks to your spring cleaning to-do list. Learn more about the ways you can improve your finances in April.

04/11/2022

Reach out if you need help navigating the tax rules for your different income sources.

The IRS has different withholding rules for bonuses than it does for your regular pay. Here’s what you need to know about how bonuses are taxed.

04/04/2022

This season of renewal offers plenty of promotions to refresh your home inside and out. Here are the best deals to look for in April.

Though supply-chain issues and inflation remain a concern, this month still offers many good sale opportunities. Here are 4 things to buy in April and 4 to skip.

03/23/2022

Tips to help you and your budget before you restart your payments.

Repayment of student loans will resume on May 1. Here’s what to know before you ease back into your payments.

03/18/2022

Reach out if you have questions about how to manage your retirement savings.

Learn when you may want to roll over retirement funds and when it might be best for you to leave them in your employer’s plan. Here’s what you need to know.

03/12/2022

From taxes to homebuying, reach out if you’d like to discuss this month’s checklist.

If you’re looking for 5 ways to improve your finances in March, here’s how you can lower your tax bill and prepare for homebuying season.

03/09/2022

You may be able to deduct more than you think.

If you recently started a business, it’s OK if you don’t know what kinds of expenses you may be able to deduct. Learn more about tax deductions for businesses.

03/03/2022

Despite a lack of big promotions, March isn’t short on bargains. Here are the best deals to look for this month.

This month ushers in daylight saving time, the spring solstice and plenty of deals for savvy shoppers. Here are 5 things to buy in March and 3 to skip.

02/28/2022

If you’re not sure which is a better fit for your estate plan, let’s talk.

They can both serve an important part in an estate plan, but is it better to have a will or a trust? We break down the differences.

02/21/2022

Arriving prepared will help make the tax filing process that much smoother.

Filing taxes isn’t always straightforward, even with the help of a pro. Read this to know what to bring to your tax appointment.