Steve Walzer at Northwestern Mutual

10/08/2023

Had a great evening volunteering for Homesteads for Hope block party this weekend. We love this organizations mission and what they do for the community.

Hilton, N.Y. — A block party took place on Saturday evening celebrating the completion of a new inclusive community center in Rochester.The Forever Homestead pr

10/04/2023

At times, finances can be challenging. We’ve all been there. But that’s where I come in. Our study shows that 75% of people who work with a financial advisor feel more confident about their money. So reach out and let’s make a plan that will have you feeling good.

*Planning and Progress Study, 2023

10/04/2023

Northwestern Mutual announced their 2024 dividend payout— an expected $7.3 billion. The largest-ever. I’m proud to be part of a company that shares their success with clients, and whose financial strength allows us to be there for them through all economic conditions. Get more details: http://spr.ly/6185uzvCS

09/27/2023

What can help you protect those who matter most, save for an emergency, save for college, give you more options in retirement, and leave something behind to your loved ones after you’re gone? The right life insurance. Want to know more? Reach out and let’s talk.

07/16/2023

I'm beyond proud to share that CNBC named Northwestern Mutual the "Best Overall Life Insurance Company.” I’m so grateful that I work with a company that genuinely looks to take care of people and helps so many reach their financial goals.

07/16/2023

Here’s something that might surprise you: 1 in 4 of today’s 20-year-olds will experience a disability by age 67. But protecting your ability to earn a living can help make sure your life, and goals (like retiring), won’t get derailed. Reach out and let’s talk about it.

Source: U.S. Social Security Administration, April 2021

07/16/2023

One of the most important conversations you can have with and about your loved ones is what you want for them if you were to pass away and couldn't provide for them anymore.
Passing away can come without warning, or it can be an expected result of an injury or illness. In any case, being as prepared as possible should be a goal for all of us.
Did you know that whole life insurance can be one of the most versatile parts of your financial plan?
As long as you pay your premiums, you have guaranteed protection for those that matter most. And over time, you’ll build cash value to reach your goals. Contact me to see how we can work this critically important component into your financial plan today.

Learn what whole life insurance is, including how whole life insurance works, the benefits of whole life insurance, how cash value works, and how whole life insurance can help you retire.

07/14/2023

Absolutely everyone can benefit from some level of financial planning, regardless of how much money they have or their age.
Knowledge is power. If you want to have the power to control your financial future, then take the first step. It all starts with a conversation with a reputable financial planner.
If you’re ready to take that step, reach out and let's get the conversation started!

You’re never too young to start dreaming about your future. So it’s never too early to create a financial plan that can help you fulfill your goals.

07/10/2023

Graduating from college is a major milestone, but student debt can weigh you down. Let’s talk about ways to help you navigate this challenge and create a roadmap to achieving your financial goals. Ready when you are.

Source: Northwestern Mutual Planning & Progress Study, 2023

07/10/2023

I think it’s safe to say most of us are carrying some debt these days. And it can be stressful. But there’s a way to simplify paying down your debt—the 20-60-20 rule. Reach out anytime and I’d be happy to show you how it works.

Source: Planning & Progress Study, 2023