Northwestern Mutual - Monroeville

03/21/2023

For many, being an investment banker would be a dream. For Jen Tenzer, it was just a beginning. She changed careers to start a company that plans trips for solo women travelers. Jen got to her goal. Let’s talk about getting you to yours.

See her story: https://www.northwesternmutual.com/life-and-money/how-jen-tenzer-launched-her-dream-travel-business/

03/17/2023

If you have a 401(k) or an IRA, you’ll want to know what this is.

What is an RMD? Recent legislation has changed some of the rules pertaining to retirement accounts. Here's what to know about required minimum distributions.

03/14/2023

Our Chief Investment Officer, Brent Schutte, joined ‘Closing Bell: Overtime’ on CNBC to discuss the fixed income sector. See his take:

Brent Schutte, Northwestern Mutual Wealth Management chief investment officer, joins 'Closing Bell: Overtime' to discuss the fixed income sector.

03/13/2023

Headlines last week painted two different pictures about the state of the economy. Read Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s thoughts in this week’s Market Commentary.

The latest jobs numbers highlight the challenge the Fed faces in basing interest rate decisions on lagging data. See our take in this week’s Northwestern Mutual Market Commentary.

03/07/2023

These are some great tips. Sometimes small financial changes can make a big difference.

If you’re looking for 5 ways to improve your finances in March, here’s how you can lower your tax bill and prepare for homebuying season.

03/06/2023

The Fed’s focus on the labor market may lead to the Fed going too far with rate hikes. Read Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s thoughts in this week’s Market Commentary.

The seemingly strong job market may cause the Fed to go too far on interest rates. See our take in this week’s Northwestern Mutual Market Commentary.

03/01/2023

Reach your new level of financial confidence. We do financial planning differently, so you can. It’s an approach shown by Ernst & Young to give you better long-term financial outcomes than other approaches. Sound good? Let’s get started.

02/27/2023

With the right financial plan in place, creating the life of your dreams can be as easy as drag and drop. You have the goals, I just help you get there. Contact me to get started.

02/27/2023

Here is our look at winners and losers from the past year and why diversification may be more critical now than ever.

A look back at a volatile year and why diversification is key to a long-term financial plan.

02/23/2023

Our CEO John Schlifske announced our 2022 financial results and once again, our 165-year-old company remains historically strong! As a member of Northwestern Mutual's field force, I'm grateful for the opportunity to help drive our growth by delivering exceptional value to our more than five million clients.

Today, I’m proud to announce Northwestern Mutual’s 2022 financial results. Once again, our 165-year-old company remains historically strong.

02/22/2023

A recent Northwestern Mutual survey found that moving to a new city or state is a top life goal many people intend to pursue in the coming year. Reach out if you have questions about how a change of scenery could impact your financial plan.

Thinking about relocating to a new city or state? Here are five cost-related questions to research as you contemplate the move.

02/21/2023

A tight labor market remains the one constant in an ever-changing economy. See Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s take in this week’s Market Commentary.

Strong retail sales and an uptick in wholesale prices increase the likelihood for continued rate hikes from the Federal Reserve. See our take in this week’s Northwestern Mutual Market Commentary.