Robert Spencer-Northwestern Mutual

10/22/2026

The biggest retirement risk may not be what you expect... it's assuming everything will go according to plan.

A flexible retirement strategy can help you navigate life's twists and turns with greater confidence. Let's talk about ways to prepare for the expected and the unexpected.

What's one thing you're most looking forward to in retirement?

While it may seem like your need for life insurance diminishes in retirement, the opposite is actually true. Learn how to use life insurance in your retirement planning.

10/20/2026

Higher borrowing costs are raising questions about the artificial intelligence spending boom. Read this week’s market commentary for a closer look at the risks to growth and why diversification remains important. http://spr.ly/6185BHrnA9

10/20/2026

When was the last time you reviewed your financial plan? Let's make sure it's still working toward what matters most.

10/15/2026

Markets have continued to climb, but leadership has become more concentrated as investors weigh persistent inflation, higher rates, and rising uncertainty. See Northwestern Mutual Wealth Management Chief Investment Officer Brent Schutte’s take on what the shift from broad growth to narrower market leadership could mean for investors. http://spr.ly/6188BH8N2C

10/15/2026

🎓 College or Retirement?

If you have children, you've probably asked yourself this question at least once.

While helping your kids succeed is important, making sure you're financially secure in retirement matters too. The key is finding the right balance.

What's the bigger financial concern for your family right now: paying for college or preparing for retirement?

How to prioritize retirement, college savings, and debt paydown without shortchanging your future.

10/13/2026

The most effective year-end planning starts before year-end.

With only a few months left in the year, now is a great time to review your financial strategy and identify opportunities before December 31 arrives.

Consider reviewing:

✅ Progress toward financial goals
✅ Retirement contributions
✅ Insurance coverage and beneficiaries
✅ Tax planning opportunities
✅ Overall financial priorities

A little preparation now can help you enter the new year with greater confidence and clarity.

What financial goal are you focused on accomplishing before year-end?

10/13/2026

Recent market moves showed how quickly sentiment around artificial intelligence can affect broader indexes. This week’s market commentary explains why diversification remains important, even as AI continues to shape market leadership. http://spr.ly/6183BH8icv

10/08/2026

Don't wait until tax season to maximize your savings. New 2026 tax laws may open the door to valuable planning opportunities. Learn what actions you can take today, and let's discuss how they may fit into your overall strategy.

Income timing, giving, retirement, and estate planning moves to review before December 31.

10/06/2026

Inflation remains sticky and consumers continue to spend. Here’s what the latest data may mean for investors and why a diversified plan can help navigate uncertainty. http://spr.ly/6181BGLt2R

10/06/2026

Is your financial plan keeping up with your life?

Major milestones, career changes, and approaching retirement can all impact your financial strategy. If it's been a while since you've reviewed your plan, Financial Planning Month is a great reminder to take a fresh look.

A financial checkup can help ensure you're still on track and prepared for whatever comes next.

📍Which of these signs resonates most with you?