Leave the 99 Wealth Management

Leave the 99 Wealth Management Helping people manage and protect their financial future

The blueprint is simple, just follow the steps and get the financial confidence you deserve.
09/03/2026

The blueprint is simple, just follow the steps and get the financial confidence you deserve.

Introducing the 99-Second Money Update from Leave the 99 Wealth Management!Every Tuesday, We'll share three practical mo...
09/01/2026

Introducing the 99-Second Money Update from Leave the 99 Wealth Management!

Every Tuesday, We'll share three practical money moves that can be read in 99 seconds, written for three different financial situations:

Optimize: Higher earners, business owners, taxes and accumulated
assets

Strengthen: Working families building a stronger financial foundation

Reset: People addressing debt, cash flow or financial instability

THIS WEEK: Where Is Your Money Going?

Luke 14:28 — before building, first sit down and estimate the cost.

You cannot intentionally direct money that you haven't taken the time to understand

Optimize: Look for financial leakage-unnecessary taxes, idle cash, excess fees or assets that aren't working together.

Strengthen: Review your three largest monthly expenses. Do they reflect what your family actually values?

Reset: Track every dollar you spend for seven days. Don't judge it or immediately make cuts; simply create awareness.

One move this week: Review the last 30 days of bank and credit-card activity and write down where your money actually is going!

What do you think?

Markets have been supported by resilient growth and enthusiasm around artificial intelligence, but the policy backdrop m...
09/01/2026

Markets have been supported by resilient growth and enthusiasm around artificial intelligence, but the policy backdrop may be changing. Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte explains why sticky inflation, higher debt costs and uncertainty around where AI-related gains ultimately land make diversification especially important. http://spr.ly/6185B1fvdB

The best financial plans can weather even the worst economic storms. I can help you overcome uncertainty with confidence...
08/31/2026

The best financial plans can weather even the worst economic storms. I can help you overcome uncertainty with confidence. http://spr.ly/6180B1xVvy

08/26/2026

Looking for peace, calm, clarity and more? It all comes with the right financial plan, and I can help you get started.

The economy remains resilient, but rising interest rates and pressure on consumers could create challenges for markets. ...
08/25/2026

The economy remains resilient, but rising interest rates and pressure on consumers could create challenges for markets. Here’s why diversification remains important in today’s environment. http://spr.ly/6186B1sRw0

Youth sports are a big investment—and not always in the ways you might expect. Before the next season starts, it’s worth...
08/24/2026

Youth sports are a big investment—and not always in the ways you might expect. Before the next season starts, it’s worth understanding the full financial picture. http://spr.ly/6181BELqOz

Markets are still near record highs, but the economy remains uneven. Our latest commentary looks at recent inflation, co...
08/19/2026

Markets are still near record highs, but the economy remains uneven. Our latest commentary looks at recent inflation, consumer, and small business data—and why diversification continues to matter for long-term investors.

Markets are broadening beyond tech. See why diversification still matters.

08/19/2026

All these improvements and more could be yours—it all starts with a conversation. Reach out and let’s talk.

Not designating beneficiaries, forgetting about taxes—it’s easy to make mistakes while writing your will if you’re not c...
08/17/2026

Not designating beneficiaries, forgetting about taxes—it’s easy to make mistakes while writing your will if you’re not careful. Please reach out if you have questions. http://spr.ly/6185BEA0m5

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