Heather Stonebarger - Northwestern Mutual

02/07/2024

Social pressure to spend is real. Enter “loud budgeting.” The new trend may help you say no to financial peer pressure. Whether you’re trying “loud budgeting” or just want to get off on the right financial foot this year, we can help.

See how loud budgeting works—and could work for you.

02/06/2024

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte looks at wages and employment numbers and what it means for the timing of potential rate cuts.

Strong wage gains may tie the Fed’s hands on rates. Read more in our Weekly Market Commentary.

01/30/2024

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte discusses where we are in the business cycle and why it may mean rate cuts are on hold.

The decline of the inflation rate could reverse if the Fed cuts rates too soon. Read more in our Weekly Market Commentary.

01/26/2024

A bonus is a great perk—but it can quickly move you into a new tax bracket, increasing your tax bill. If you want tips on minimizing what you owe, please reach out.

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.

01/25/2024

Setting financial goals that include amounts and dates? Good plan. It’s great to have a goal to pay off your debt or to save more. But to really make it work, you’ll want to include how much and by when. I’m here to show you how to get there. Reach out anytime.

01/23/2024

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte makes the case that now is not the time for the Fed to take a victory lap.

Are recent comments from the Federal Reserve undercutting its efforts to fully extinguish inflation? Read more in our Weekly Market Commentary.

01/16/2024

I truly have the best assistant in the world. She has been my companion/rock at work and does things before I even ask for them to be done. She HAND PAINTED this wonderful space/milky way painting because she knows how much I love space. This was my Christmas gift 🙂 and it is so AMAZING! she is only 23 years old but is so gifted in many ways! The honor has been mine to work with you!

01/12/2024

A timely analysis from our chief investment officer about why the pace of wage growth may be the overlooked story of 2024.

Why Wage Growth May Prevent the Recent Market Surge From Lasting.

01/11/2024

Want to get a head start on your New Year’s resolutions? Getting a financial plan designed to make them happen is the key. Reach out to get started.

01/10/2024

A Roth IRA can be a great retirement savings tool thanks to its tax benefits. But there are rules you need to be aware of. If you’d like a second look at your plan, please reach out.

There are limits to how much you can contribute to your Roth IRA each year.

01/09/2024

The markets pulled back last week as investors focused on employment readings. In the Weekly Market Commentary, Chief Investment Officer Brent Schutte looks at the data and why wage growth remains a concern for the Fed.

The latest employment and wage data underscores why rates may need stay higher for longer. Read more in our Weekly Market Commentary.