Caden Berger - Northwestern Mutual

03/11/2026

Many families spend 40 years working toward retirement... but only take a few hours to actually plan for it.

We are doubling down on our commitment to serving families approaching or in retirement- helping them turn decades of saving into confidence and clarity.

Key areas we help clients navigate:
• Social Security claiming
• Evaluating and addressing risks faced in retirement financial planning
• Choosing distributions from employer sponsored retirement financial plans
• Medicare and other health insurance choices
• Planning for long-term care needs
• Choosing appropriate housing
• Retirement income tax and legacy planning

Retirement isn't just about having enough saved- it's about turning savings into sustainable income and protecting the life you've built.

American College of Financial Services

02/24/2026

The Supreme Court’s decision to strike down the majority of U.S. President Donald Trump’s tariffs highlights the delicate balance of the current economic environment, in which geopolitical uncertainty and inflationary pressures are in constant tension. http://spr.ly/6189hWEmx

02/23/2026

From baristas to car buyers and retirees, the new tax law brings big changes for filers. Here’s what to know when preparing your 2025 tax return. http://spr.ly/6184hBelY

02/17/2026

Markets pulled back as investors digested mixed signals from jobs and inflation data alongside continued AI-driven uncertainty. Falling interest rates offered some relief, but the outlook remains a delicate balance. http://spr.ly/6181hwHcx

02/16/2026

Not only is the tax code complicated, but it also changes frequently. The right strategy can make a big difference when it comes time to file. http://spr.ly/6182h8RQ6

02/10/2026

Last week brought more uncertainty amid questions about AI demand, continued labor weakness and a rotation into Small- and Mid-Cap stocks. NMWMC CIO Brent Schutte breaks down the latest economic developments and how we’re using diversification to take advantage of market shifts. http://spr.ly/6186hMAik

02/09/2026

Estimating your Social Security payment is a complicated exercise—there's a lot involved. But I can help you understand the best claiming decisions for you. http://spr.ly/6184h6gl4

02/03/2026

A perfect storm of high-stakes events including volatile tech earnings and Kevin Warsh’s nomination as the next Federal Reserve Chair fueled large, divergent stock and price movements across asset classes. Here’s what investors need to know. http://spr.ly/6180hGxuj

02/02/2026

Your annual tax return can highlight key money moves you should be making. Here’s where to look. http://spr.ly/6183h6zAR

01/27/2026

The S&P 500 ended in negative territory for the second consecutive week on Friday despite signs of softening inflation, economic growth and a potential deal over Greenland. Northwestern Mutual Wealth Management CIO Brent Schutte discusses what’s next for investors. http://spr.ly/6187h6XId

01/26/2026

Retirement is one of the most critical periods for your financial plan. Here’s why. http://spr.ly/6184CoYdg