Northwestern Mutual - DFW

Northwestern Mutual - DFW Northwestern Mutual is a Fortune 100 company providing a wide range of financial services. We have empowered our valued clients for over 160 years.

Spend Your Life Living!® With our personalized approach to financial planning, we'll help you live the life you want and the life you never thought you could. When tomorrow is covered and you start realizing your financial goals today, planning feels less like planning and more like living! Your best life shouldn't have to wait- let one of our over 250 financial professionals protect everything yo

u've worked so hard for. What we offer: Insurance, retirement planning, investment services, college savings, wealth management, estate planning, long-term care and business services. Start planning your financial strategy with us today! https://www.northwesternmutual.com/office/tx/dallas/20692038/disclosure
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01/06/2025

Move “better career” to the top of your new year’s to-do list. Here, experience in financial services isn’t necessary—your hard work and desire to help others are the keys to your success. So come join my team. Message me to find out more.

The IRS has released new income thresholds for tax brackets and a new standard deduction for 2025. Here are the new numb...
01/06/2025

The IRS has released new income thresholds for tax brackets and a new standard deduction for 2025. Here are the new numbers and how to use them to calculate the amount of federal tax you may owe.

We look at the new IRS tax brackets for 2025 and explain how the progressive tax brackets work when it comes to your effective tax rate.

01/02/2025

If your New Year’s resolution is to get set up for a comfortable financial future, we are all for it. You can find a talented and dedicated advisor at dallas.nm.com. We look forward to helping you fulfill your goals and dreams.

Chief Investment Officer Brent Schutte discusses what the Fed’s latest forecasts could mean for an economy in need of mo...
12/24/2024

Chief Investment Officer Brent Schutte discusses what the Fed’s latest forecasts could mean for an economy in need of more balance.

The Fed slashed in half its forecast for rate cuts last week. What will it mean for the economy going forward?

12/19/2024

Every holiday season, there’s that one gift. The "IT gift”, that everyone wants. Well this year, let’s make the "IT gift" a gift that keeps on giving. Let’s make a financial plan that helps you afford many more years of “IT gifts."

Chief Investment Officer Brent Schutte discusses what the latest inflation data means for the Fed and what ripple effect...
12/17/2024

Chief Investment Officer Brent Schutte discusses what the latest inflation data means for the Fed and what ripple effect it could have on an economy in need of balance.

Pockets of sticky inflation are unlikely to prevent the Fed from cutting rates this week. But could they prevent the economy from broadening?

Whole life insurance can help you throughout your life in ways you may not know. Take our quiz to learn more about how i...
12/16/2024

Whole life insurance can help you throughout your life in ways you may not know. Take our quiz to learn more about how it works.

Whole life insurance can play an important role in your financial plan. It’s one of the most flexible financial tools available for you—able to help you with many financial goals.

12/16/2024

It’s the most wonderful time of the year! Make sure you take some time to celebrate the season with your loved ones!

Vision Day 2024! This is always a great day to be together and prepare for a successful year serving our clients, commun...
12/11/2024

Vision Day 2024! This is always a great day to be together and prepare for a successful year serving our clients, community and each other. This year we were honored to hold a professional clothing drive for two wonderful organizations- One Man's Treasure and Attitudes & Attire help men and women in the DFW area get back on their feet and out into the workforce. We are ready for 2025! onemanstr.org attitudesandattire.org Attitudes & Attire

We are very happy for Kyle Wick of 22 One Advisors for achieving his CAP® designation.  This is a prestigious credential...
12/11/2024

We are very happy for Kyle Wick of 22 One Advisors for achieving his CAP® designation. This is a prestigious credential and embodys Kyle's desire to help his clients achieve their philanthropic goals. Thank you Kyle! Kyle Wick 22 One Advisors

We're excited to share some great news! One of our founding partners, Kyle Wick, recently achieved the prestigious CAP® (Chartered Advisor in Philanthropy) designation. This credential recognizes financial and nonprofit professionals dedicated to helping clients achieve their philanthropic goals. With a CAP® on our team, we're honored to guide our clients in leaving legacies that reflect their values and faith, making a lasting impact for generations to come. 🎉 🙏

Chief Investment Officer Brent Schutte looks at the watch points the Fed needs to consider as it fine-tunes its rate-cut...
12/10/2024

Chief Investment Officer Brent Schutte looks at the watch points the Fed needs to consider as it fine-tunes its rate-cutting plans.

Headline employment boosted soft-landing optimism, but a closer look highlights the challenges that remain.

Your health insurance can impact your financial plan as a whole. I’ll show you how.
12/10/2024

Your health insurance can impact your financial plan as a whole. I’ll show you how.

It’s a good idea to take the time you need to understand this annual process so you can make the best health coverage choices for you and your family.

Juan Rosas CFP® is an accomplished Financial Advisor and Managing Director of our Northwestern Mutual Las Colinas office...
12/03/2024

Juan Rosas CFP® is an accomplished Financial Advisor and Managing Director of our Northwestern Mutual Las Colinas office. Juan is deeply committed to his clients, his advisors and his Las Colinas support team. He emphasizes the value of mentorship, the power of positive influence and strong relationships.

Juan authored an article for Global Banking & Finance Review that walks through how to create a financial legacy for lasting impact. It's a terrific article regarding how to navigate your legacy with confidence and clarity. Thank you Juan! Article Link: https://www.globalbankingandfinance.com/creating-a-financial-legacy-practical-steps-for-lasting-impact/ Rosas

11/28/2024

Happy Thanksgiving, everyone. Let’s all fill up on love and gratitude. And then ask for seconds. Family, friends, the pets we adore—we have so much to be grateful for. What will you be giving thanks for this ?

Brad Ledbetter MBA,CLU®,CFP®,RICP® joined a Reuters Podcast to discuss the State of Retirement in America. This is a gre...
11/26/2024

Brad Ledbetter MBA,CLU®,CFP®,RICP® joined a Reuters Podcast to discuss the State of Retirement in America. This is a great 25 minute podcast. Thank you Brad for your insight and expertise. Brad Ledbetter

Every day, 11,000 people turn 65 in the U.S., bringing to the forefront questions about what they’ll need to retire comfortably. In this episode of The Financial States of America podcast, Christian Mitchell and Bryan Falchuk tackle questions surrounding one of the biggest mountains people need to

Chief Investment Officer Brent Schutte looks at why a return to balance for the economy is important for market performa...
11/26/2024

Chief Investment Officer Brent Schutte looks at why a return to balance for the economy is important for market performance going forward.

Market performance is becoming more balanced. Can economic growth follow the same path?

Congratulations to Managing Director Blake Gunderson and his terrific team. Rockwall and East Texas are in great hands. ...
11/25/2024

Congratulations to Managing Director Blake Gunderson and his terrific team. Rockwall and East Texas are in great hands. Blake Gunderson

Share this storyROCKWALL, TX – November 20, 2024 – Today, Northwestern Mutual, a leading financial security company, announced the appointment of Blake Gunderson as Managing Director of the company’s Rockwall and East Texas offices, including…

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5420 Lyndon B Johnson 2 Lincoln Centre # 1300
Dallas, TX
75240

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Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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