Bryce Santibanez - Northwestern Mutual

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.

03/01/2023

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.

02/22/2023

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.

02/20/2023

I can help you map out your goals so you can make someday a reality. I’m ready when you are.

02/17/2023

Hiring a professional can help ease your mind come tax season. These questions can help you find the right fit.

Hiring a professional can help ease your mind, but do you know how to find a tax preparer? These questions can help.

02/16/2023

A long-term disability can have a significant impact on your financial planning in the event you get sick or hurt and can’t work. I’d love to connect to show you how disability insurance can benefit you.

How long does long-term disability insurance last? Some policies pay for a set number of years, but many last until you reach a certain age - learn more here.

02/15/2023

Savings accounts are a great place to keep a portion of your savings. Here’s what to know about them and how much you may want to keep in one.

Learn what a savings account is, including how savings accounts work, how they are FDIC-insured and the pros and cons of different types of savings accounts.

02/14/2023

Tax Day (April 18) is just around the corner. The sooner you file, the better.

Learn what happens if you file your taxes a day late, whether there's a penalty for late filing, and what happens if you miss the tax deadline in April.

02/12/2023

For affluent families looking to leave a legacy of multigenerational wealth, a dynasty trust is one of the most powerful tools in your estate planner’s toolkit. Connect with me today if you’re ready to begin your legacy planning journey.

The key difference between dynasty trusts and other types of irrevocable trusts is duration. While other types of trusts terminate at a predetermined point in time (such as when children reach a certain age), dynasty trusts can exist for an exceptionally long time or even forever, providing financia...

02/11/2023

Sometimes it seems the taller they grow, the more you owe. The right financial plan can make what once felt daunting feel achievable and under control. Message me to get started!

02/10/2023

How can you reach a new level of financial confidence? Watch and see how our unique approach to planning can show you the way. Then let’s talk.