Lauren Chavez- Northwestern Mutual

10/20/2021

Most people have heard the term “cost basis,” but they may not know what it means or how to calculate. Learn about it now.

What is cost basis? Unsure why cost basis matters and how to calculate it? We break it down.

10/20/2021

Being more present can help you make better choices about your spending.

Here’s how financial mindfulness can help you control impulse spending.

10/11/2021

This is the time of year to be proactive about your finances so you can hit your goals in 2022 and beyond. Consider the tips in this financial checklist, and please reach out if you have any questions or would like to dig deeper into your financial plan.

The closing months of the year are an ideal time to be proactive about your finances and set yourself up well for 2022 and beyond. Here’s your 2021 year-end financial checklist to help you get started.

10/08/2021

If you're thinking of taking your business to the next level, let’s talk about working that into your financial plan.

Side gigs can be turned into full-time careers. But before you take your side gig full-time, ask yourself these 5 questions first.

10/01/2021

This , we will be celebrating the Hispanic and Latino American communities and how they inspire and influence others. Today, we share the inspiring story that led Robert Espinosa to his career as a financial advisor.

It’s his biggest goal.

03/31/2021

At Northwestern Mutual, we continue to make choices and investments to help women not only pursue careers as financial advisors, but excel. We the belief that women don't have the choice to take time off from their careers as financial advisors. We believe women can have tremendous success and impact on their clients' lives and build the lives and families they want outside of this career.

03/26/2021

At Northwestern Mutual, Lee Hurley isn’t challenging a perception, she’s challenging women to never settle. Lee also believes women deserve to celebrate themselves and challenges them to continue supporting, inspiring and empowering one another—every day.

03/23/2021

At Northwestern Mutual, we embrace women who speak up and celebrate them for having the courage to lead and challenge the status quo. We the negative perceptions of confident, outspoken women because we know that change cannot happen if we stay silent.

03/21/2021

This investing strategy can save you thousands in taxes.

Tax-loss harvesting, which involves strategically selling some investments for a loss, can help reduce capital gains tax obligations in a taxable investment account. Here’s how tax-loss harvesting works.

03/20/2021

If you have kids, this is important info to know. Give me a call if you want to talk about how these could affect your financial plan.

The American Rescue Plan Act includes many tax-friendly provisions if you have kids. Here’s what’s in Biden’s coronavirus relief plan for parents.