Adam Lucas - Northwestern Mutual

09/25/2024

How will you manage rising tax rates? One possibility is to convert your Traditional IRA or employer-sponsored retirement plan to a Roth IRA to take advantage of today’s lower rates. And there are many other strategies. Reach out and let’s see what approach is best for you.

09/23/2024

See how Northwestern Mutual’s dividend sets it apart from other companies. Please reach out if you’d like to know more.

Learn how dividends work for whole life insurance policyholders: life insurance dividends can be taken as cash, used for premiums or to increase your insurance.

09/16/2024

Did you know 84% of American millionaires have a financial plan? This is one of seven habits of millionaires we identified in our recent Planning & Progress study. All of these habits are things anyone can do.

What financial habits set millionaires apart from everybody else? Here are seven revealed in Northwestern Mutual’s 2024 Planning & Progress Study.

09/11/2024

Currently, the qualified business income tax deduction, or QBI, allows you to deduct up to 20 percent of business income earned from sole proprietorships, partnerships, S Corps and LLCs. But that’s about to change. Let’s work together to make sure you’re prepared. Reach out today.

09/09/2024

The right planning can help you get the most out of your savings. Please reach out if you’d like to talk about your retirement plan.

Today’s retirement could last 20 to 30 years. How will you ensure that your savings last? Learn how to create a retirement income plan that’s designed to last.

09/03/2024

Your first child changes your life in the most amazing ways. But it also changes your finances. Are your finances ready for a baby? Take our quiz to find out.

08/28/2024

Big tax changes are coming for most business owners—and now’s the time to prepare. Let’s work together to make sure you and your business take advantage of today’s lower rates and are ready for the future. Take a look at our guide and then reach out. https://www.northwesternmutual.com/life-and-money/business-owner-tax-changes-ahead-now-is-the-time-to-plan/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_your-taxes_field&utm_term=tax-changes-ahead&agentid=0K5732

08/26/2024

There are three key reasons to do it sooner rather than later—and you may be surprised by how affordable it can be.

Learn why life insurance for kids can be a smart financial move for more than the death benefit. Here's how life insurance for children can build security and cash value.

08/19/2024

Northwestern Mutual’s latest survey shows just one in four Americans expect to leave an inheritance. But there’s more than one way to leave a legacy.

You can’t take it with you. But you can make a plan for passing along what happens to what you’ve earned—and learned—after you’re gone.

08/14/2024

No matter your filing status—from single to married filing jointly—your income tax rate will likely be going up. And while there’s still time to prepare, the clock is ticking. Reach out today and let’s make sure you’re positioned to make the most of the changes to come.

08/13/2024

Ever wondered if you’re missing out on something financially? Read this article to discover some of the most common blind spots, and then let’s connect and start turning yours into opportunities.

Did you know 87 percent of Americans say they have financial blind spots? Here are six.

08/05/2024

Try these ideas to help you avoid overspending.

 Take stock of what you (and your community) already have on hand. You might find your list has shortened significantly before you hit the stores.