James Feroah - Northwestern Mutual

12/15/2022

According to the 2022 Northwestern Mutual Great Realization survey, 21% of people who plan to make major life changes over the next two years say one of them is having kids.

If you’re planning to add to your family, this checklist can help you get ready.

From getting ready for the hospital bill and covering parental leave to getting important documents in place, we’ll help you financially prepare for a baby in 9 months.

12/14/2022

Tired of waiting to live the life you want? I have good news—someday starts today. I can create a financial plan that helps accelerate your retirement, and whatever else you’ve been thinking about for years. Message me to get started.

12/12/2022

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.

12/09/2022

December is often when we indulge and splurge a bit as we close out the year. And that’s ok. But these tips can help you make sure you’re setting yourself up well for 2023.

This month, tally up your seasonal expenses and make some year-end retirement contributions. Here are 5 ways to improve your finances in December.

12/07/2022

Having a solid and flexible plan can help you ensure a stable income in any economic environment.

Reach out if you have questions about how recent government actions and the current economy are affecting your retirement plan.

It’s important to take into account how rising costs could affect your retirement plan. Here’s how to make sure your plan is solid.

12/05/2022

Reviewing your 2022 finances with me before the end of the year can help you hit the ground running in 2023. I’ll take you through a checklist that includes potential tax reductions and maximizing retirement contributions—all to give you peace of mind for your life next year and in years to come. Message me to get started.

11/30/2022

Meaningful holiday memories don’t need to come with a big price tag.

These tips can help you go from overspending to meaningful giving. 🎁

Giving your kids truly meaningful gifts is a holiday tradition worth exploring. Here are tips to avoid overspending that won’t shortchange the holiday cheer.

11/28/2022

81% of U.S. adults who work with a financial advisor say they feel happier and sleep better, according to a 2022 Northwestern Mutual study.

That’s because when you feel good about your money, you feel better overall—we’ve seen it.

Want that to be you? We can design your financial plan so you won’t have to wonder if you can live the life you’ve always wanted, you’ll know you can.

11/21/2022

If you think your finances aren’t flexible enough to help you reach your goals and objectives, let’s take a look together and figure out how to get you to where you want to be.

Take our quiz to find out if your finances are flexible enough to help you meet your goals today and tomorrow.