Jeremy Shumate - Northwestern Mutual

02/03/2023

If you’re contemplating getting married, we can help you and your partner navigate through some important money conversations.

You’re ready to take your relationship to the next level, but have you discussed finances yet? Here are 4 key money conversations to have before getting engaged.

02/02/2023

It’s an investing philosophy that’s growing increasingly popular.

It’s an investing philosophy that’s growing increasingly popular, but what does ESG stand for?

02/01/2023

More people want to grow wealth in a way that positively impacts the environment and society, but they aren’t sure how — we can help you get started. 🌎

Growing wealth in a way that positively impacts the environment and society is increasingly important to investors but getting started can be a challenge. Here’s how to get over the hump.

01/18/2023

Research finds that most people give up on their New Year’s resolutions nearly as soon as they make them. We can help you turn your resolution into goals and create a plan that shows you a path to reach them.

Research suggests many of us give up on New Year’s resolutions before we get to February. Here’s how to keep your financial resolution.

01/17/2023

Life is nothing more than a big collection of little moments. Let’s make a plan so every moment feels financially worry-free moment.

01/12/2023

Northwestern Mutual’s disability insurance planning protects the incomes of more medical professionals than any other industry provider.

Source: Gen Re, U.S. Individual Disability Market Survey, 2020 Results

01/11/2023

We’re here to help if you have questions about adapting your retirement strategy.

Easing into retirement could be beneficial for both your mindset and your finances. Here’s how to know if a phased retirement is right for you.

01/10/2023

You have big plans for the future, and I can help you get there. I’ll break your big goals into baby steps that feel approachable, attainable, and encouraging. Ready to get started?

01/04/2023

Reach out if you’d like to discuss how your home purchase fits into your larger financial plan.

When you’re looking at houses, you’ll want to consider all the costs of home buying — not just the listing price — so you can move forward with confidence.

01/03/2023

It’s a daunting number. But a financial plan can help you tackle debt, build your wealth and protect your income and assets.

Source: 2020 Medical Professionals: Financial Planning Priorities Study by Northwestern Mutual

01/02/2023

You should spend some now. But this is also a great time to tackle some financial goals.

It can be tempting to spend your year-end bonus right now, but there’s more you could be doing with your yearly windfall.

12/25/2022

Merry Christmas 🎁🎄