James Schaefer - Financial Advisor - CHFC, CLU

03/31/2023

Tax efficiency is one of the keys to making your money go further. Let’s have a conversation about how we can make this work for you.

In retirement, you’re likely to generate income from a variety of sources, many of which get different tax treatments. We break down how different types of retirement savings are taxed.

03/09/2023

Reach out if you have questions about how the recent IRS changes may affect your financial plan.

The IRS says tax-law updates for the 2022 tax year could mean smaller-than-usual refunds for most taxpayers. Here are the biggest changes you need to know about.

03/08/2023

If you got sick or injured and couldn’t do your job, what impact would it have on your finances? See how our industry-leading disability insurance for physicians and dentists can help you keep living the life you love by protecting your income. Let’s talk.

02/21/2023

Divorce can lead to some pretty big tax changes. Here are some things to consider. ⬇️

Any change in your marital status will impact your finances. Here’s what you need to know about how getting a divorce can affect your tax return.

02/20/2023

It’s certainly possible, but it all hinges on the lifestyle you plan to live in retirement. Let’s talk about your retirement aspirations and set a savings goal that’s right for you.

Can a couple retire with $2 million? Maybe, but you should ask these questions so you can find the savings goal that’s right for you.

02/17/2023

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.

02/16/2023

Money stress keeps most people up at night, but when you have a financial plan to tackle it, you can sleep a lot more soundly.

Plus, you won’t have to spend all that money on a new mattress.

If you’re ready to start feeling better about your finances, we’re here to talk.

02/15/2023

Here are some simple steps to keep your finances on track this month. Please reach out if you want to have a conversation about your situation.

This month, take stock of your retirement savings and start to prepare for tax season. Here are 5 ways to improve your finances in February.

02/14/2023

Take our quiz to find out.

Your first child changes your life in the most amazing ways. But it also changes your finances. Are your finances ready for a baby? Take our quiz to find out.

02/13/2023

A tight labor market remains a sticking point in the Fed’s battle against inflation. See Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s take on why the strong job market is only part of the full economic picture.

Fed Chairman Jerome Powell acknowledges improving inflation data, but the job market remains strong. See our take in this week’s Northwestern Mutual Market Commentary.

02/10/2023

Retirement is a huge life goal to save for, so here are a few considerations to see if you’re on track.

Perhaps you’ve wondered, “How much should I contribute to an IRA? And how often?” Here are few guidelines.