David Gerace - Northwestern Mutual

David Gerace - Northwestern Mutual David Gerace, CFP®, WMCP®, CLU®, ChFC®, RICP® ,ChSNC®, CAP® , CLTC®, CASL®

Let me help you ensure your financial future is all you want it to be.

You’ve earned a splurge on something fun now. But don’t pass up this opportunity to tackle some financial goals. http://...
12/22/2025

You’ve earned a splurge on something fun now. But don’t pass up this opportunity to tackle some financial goals. http://spr.ly/61807OVCe

Please reach out if you have questions about the new numbers or how to use them to calculate the amount of federal tax y...
12/15/2025

Please reach out if you have questions about the new numbers or how to use them to calculate the amount of federal tax you may owe. I’d love to help. http://spr.ly/61827fys0

’Tis the season to show appreciation for those who make your life easier all year round—just don’t forget to account for...
12/08/2025

’Tis the season to show appreciation for those who make your life easier all year round—just don’t forget to account for tips in your holiday budget. http://spr.ly/61807001q

Did you know 76% of American millionaires consider themselves to be disciplined financial planners? This is one of five ...
12/01/2025

Did you know 76% of American millionaires consider themselves to be disciplined financial planners? This is one of five habits of millionaires Northwestern Mutual identified in our recent Planning & Progress study. All of the habits are things anyone can do. http://spr.ly/61897z0gP

You don’t have to overspend to make your holidays memorable. Reach out if you want to talk about how to budget for life’...
11/24/2025

You don’t have to overspend to make your holidays memorable. Reach out if you want to talk about how to budget for life’s big moments. http://spr.ly/618371loh

11/17/2025

If you’re a high-income earner or have substantial wealth, these tried-and-true year-end tax strategies are for you. Reach out so we can start planning. http://spr.ly/61897Ei41

The new tax law includes several provisions that could significantly impact older adults’ finances. Read this article to...
11/12/2025

The new tax law includes several provisions that could significantly impact older adults’ finances. Read this article to learn more about how the changes may affect you; then reach out so we can start planning. http://spr.ly/618178OV9

11/05/2025

Having no plan for long-term care is a financial blind spot for many individuals and families. Take the opportunity now to talk about options and plan ahead; your future self (and your loved ones) will thank you! http://spr.ly/61877EomN

You may be retired but you still should review how your finances stand before the end of the year to keep you and your m...
10/29/2025

You may be retired but you still should review how your finances stand before the end of the year to keep you and your money on track. Please reach out if you have any questions. http://spr.ly/6189AtfM7

Right now is the right time to look for blind spots and opportunities for your money. Together we can get a clear view o...
10/22/2025

Right now is the right time to look for blind spots and opportunities for your money. Together we can get a clear view of your whole financial picture—insurance and investments—to help make next year even better. http://spr.ly/6181A9yTW

Losing a loved one is never easy, and navigating the financial aspects can be complex. I can help you understand your op...
10/15/2025

Losing a loved one is never easy, and navigating the financial aspects can be complex. I can help you understand your options for a life insurance payout so you can make the most of your loved one's legacy. http://spr.ly/6186AdkOq

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11603 Shelbyville Road Suite 1
Louisville, KY
40243

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