Jennifer Cobbel - FR with Northwestern Mutual

06/06/2022

Your financial plan is designed to be flexible so that when your life evolves, your plan can, too. Let’s talk if these situations apply to you.

When your life and your dreams change, your financial plan should too. Here are 6 times it makes sense to revisit your financial plan.

06/02/2022

It’s been a long couple of years, filled with skipped travel plans. Now’s the time to make a plan for your dream vacation, and I can show you how to get your finances ready. You and your loved ones have a lot to catch up on. Message me about getting your plan in motion.

05/23/2022

The child tax credit’s changes in 2021 were temporary. Here’s how they will be changing this year.

Congress let the expanded child tax credit expire, which means it reverted to its older rules. Here’s what’s changing about the child tax credit in 2022.

05/22/2022

401(k)s are a great way to save for retirement. But if you haven’t maxed out your contribution, should you save more?

Let's sit together and go over a plan that fits your timeline and your families needs. Give me a call and we can go over a plan.

401(k)s are a great way to save for retirement. But if you haven’t maxed out your contribution, should you save more?

05/20/2022

Are you losing money on your taxable investments? Let’s discuss whether tax-loss harvesting is the right strategy for you.

Give me a call today to set up a time to talk. I can help you be the most tax effective with you hard earned money to optimize and preserve that money for you.

A tax-loss harvesting strategy offsets your capital gains through investment losses. Read more to learn how tax-loss harvesting may help lower your tax bill.

05/19/2022

Some of us dream about beautiful homes. Others focus on major appliances that keep food cool inside those homes. Whatever you’re saving up for, I can show you the most effective way to get there. Message me to get started.

05/18/2022

Before another ‘oblication’ comes up, answer the call to take a trip you’ve been dreaming about. I can help get your finances ready. Message me to get started.

Let me help you make that dream vacation come true. Give me a call to put a plan into place with fits you and your family today.

05/16/2022

As you begin making plans for Memorial Day and beyond, be sure to leave time for a few financial tasks. Have more questions? Let’s talk.

This month, make good use of your tax refund and read up ways you can save for college. Read up on the 5 ways to improve your finances in May.

05/16/2022

You know all those things you think about doing someday? Like buying a home (or second home!), starting your kids’ college fund, or taking an epic vacation?

My team and I can actually help you get started today. We build your personalized financial plan for you, with financial strategies designed to help you and your family do all the things you’d love to do.

We’re ready when you are.

05/15/2022

If you’re concerned about how your health might impact your ability to get life insurance, let’s talk.

The are so many things that get more expensive as we age. Let's look at something for you before time gets away from us. Call me today to set up a time to talk.

Life insurance policies that require no medical exam may have higher premiums and fewer benefits than life insurance policies requiring a medical exam.

05/13/2022

If buying a home is one of your big goals, let’s talk about how to get your finances in shape before you apply for a mortgage. 🏠

If you want to get approved for a mortgage, here are a few key factors lenders consider.

05/12/2022

Can’t stop thinking about relocating? Answer the call to turn your workspace into a paradise. I can make a financial plan to help get you where you want to be. Message me to get started.