Cesar Estevez - Financial Advisor

09/29/2023

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:

Northwestern Mutual is proud to share that we expect to pay policyowners a record-setting dividend payout of $7.3 billion in 2024. Here’s what you need to know.

05/22/2023

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.

05/12/2023

According to a Northwestern Mutual/Forbes survey, only 34% of business owners have a fully formed succession plan.

Have you considered how your business will endure without you? Connect with me to discuss your exit strategy today.

According to a Northwestern Mutual/Forbes survey, 74 percent of business owners want to take steps to ensure their businesses live on long after they’re no longer running them.

12/27/2022

The IRS has released new income thresholds for tax brackets and a new standard deduction for 2023. Here are the new numbers and a look at how to calculate how they translate into the amount of federal tax you will owe.

We look at the new IRS tax brackets for 2023 and explain how the progressive tax brackets work when it comes to your effective tax rate.

12/26/2022

Investing is an important part of financial planning, but it’s just one part. Please reach out if you’d like to learn more about how investing fits into a broader financial plan.

Learn how to start investing while you’re in your 20s, including some key investing concepts to consider and how investing is part of a larger financial plan.

12/24/2022

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.

12/23/2022

New to investing? We break down some of the most common types of investments. Please reach out if you’d like help getting started and seeing how investments fit into your larger financial plan.

Learn about the different types of investments, including stocks, bonds, mutual funds and exchange-traded funds, and how to make different types of investments.

12/22/2022

Let’s chat about holiday gift ideas that can set future generations up for financial security instead of just adding to your home’s clutter.

If you feel that your kids have too many toys, you are not alone. Financial gifts for kids can give back in a big way, setting them up for financial security.

12/21/2022

High inflation is getting a silver lining.

Starting in 2023, the limit on contributions to retirement accounts like 401(k) and 403(b) are increasing by 9.8%, from $20,500 to $22,500. IRA limits are rising by 8.3%, from $6,000 to $6,500. I can show you how these increases can impact your financial plan. Message me to get started.

11/18/2022

Northwestern Mutual is announcing a record-setting, industry-leading $6.8 billion dividend payout to our policyowners in 2023. Our CEO John Schlifske explains what it means for our clients:

Today, I’m thrilled to announce that Northwestern Mutual expects to pay a record $6.8 billion in dividends to our policyowners in 2023.

11/16/2022

Already maxed out your retirement accounts, but want to give your money a chance to grow even more before you get there?

We've got a great way to do it, tax-deferred, and give yourself guaranteed income in retirement. Get in touch to find out how.