Yatin Desai - Northwestern Mutual

Yatin Desai - Northwestern Mutual Yatin Desai is a Northwestern Mutual Financial Representative who specializes in helping families with their life insurance and financial planning needs.

My mission is to help you create a lifetime of financial security. Whether you are planning for yourself, your family, or your business, I will work with you to develop a customized financial plan that puts you in charge of your financial future and provides security and a legacy for your family.

Need to talk through your finances as a couple? We can help you figure out how to reach your shared goals.
02/08/2021

Need to talk through your finances as a couple? We can help you figure out how to reach your shared goals.

Now that the holiday rush is over and you’ve settled into the new year, you can focus on keeping your finances healthy. Here are 5 ways to improve your finances in February.

The stock market is risky, but avoiding markets entirely in retirement is risky, too.
01/25/2021

The stock market is risky, but avoiding markets entirely in retirement is risky, too.

In retirement, it’s rational to want to play it safe with your nest egg, but a little exposure to stocks can help your savings go further in retirement. Here’s why it makes sense to own stocks in retirement.

Let's talk if you’d like help with your financial checkup.
01/07/2021

Let's talk if you’d like help with your financial checkup.

It’s the season of resolutions, so why not make a few to help you with your money management? Here are 5 ways to improve your finances in January.

If you’re feeling overwhelmed about your finances, let’s talk.
12/18/2020

If you’re feeling overwhelmed about your finances, let’s talk.

If you’re feeling a bit overwhelmed and could use some money advice, here are 4 financial steps to take before the new year.

If you’d like to review or discuss your plan, please reach out.
12/16/2020

If you’d like to review or discuss your plan, please reach out.

This month, wrap up your holiday shopping and make a plan to reduce your taxes. Here are 5 ways to improve your finances in December.

When you get to retirement you’ll want savings in more than just a 401(k).
12/16/2020

When you get to retirement you’ll want savings in more than just a 401(k).

Is your 401(k) enough for retirement? In many cases, it’s a good idea to have retirement savings beyond a 401(k). Doing so allows you to be more efficient when you generate income in retirement.

You don't need to break the bank to show your appreciation.
12/14/2020

You don't need to break the bank to show your appreciation.

You might be tempted to splurge on gifts for others in a year like 2020. But if you’re being budget-conscious, here’s how to avoid overspending on gifts while showing gratitude.

The end of the year is a good time to pause and take stock of your financial situation.
12/11/2020

The end of the year is a good time to pause and take stock of your financial situation.

While you don’t want to think about your finances every day, it can be beneficial to review the big picture at least once a year. Our year-end financial checklist can help.

If you’re contemplating getting married, we can help navigate you and your partner through some important money conversa...
12/09/2020

If you’re contemplating getting married, we can help navigate you and your partner through some important money conversations.

You’re ready to take your relationship to the next level, but have you discussed finances yet? Here are 4 key money conversations to have before getting engaged.

Are they just credit cards in disguise?
12/07/2020

Are they just credit cards in disguise?

An old-school financing method is experiencing a high-tech renaissance as e-commerce booms and consumers seek alternative ways to pay for goods and services. But before you buy, you should understand the ins and outs of “buy now, pay later” services.

Holiday promotions will continue throughout the month, so you still have time to save on the items on your gift list.
12/04/2020

Holiday promotions will continue throughout the month, so you still have time to save on the items on your gift list.

Black Friday and Cyber Monday may have passed, but there are still great deals being extended through the month. Here are 4 things to buy in December and 3 you should skip.

Address

70 Birch Alley, Suite 210
Beavercreek, OH
45440

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+19374277162

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