Vitoria Souza- Northwestern Mutual

01/20/2023

Perhaps you’ve wondered, “How much should I contribute to an IRA? And how often?” Here are few guidelines.

08/02/2022

Everyone can benefit from some level of financial planning, regardless of how much money they have or their age. If you’re ready, reach out to get started!

You’re never too young to start dreaming about your future. So it’s never too early to create a financial plan that can help you fulfill your goals.

06/30/2022

Having these money conversations early on can help you start building your financial future together.

Even if you've broached the topic of finances while dating, these are the 5 important money conversations newlyweds should have.

06/23/2022

We’re here to help you understand your options and prioritize your goal .

It can be challenging to prioritize your different financial goals. Here’s how to decide if you should pay off debt or build an emergency fund.

06/19/2022

Ready to buy that house? Start your kids’ college fund? Finally take that epic vacation? All of it?

Whatever you’re ready to do, we’ll design your personalized financial plan so you can, with financial strategies built to help you reach each and every goal.

Ready? Let’s do it.

05/16/2022

As you begin making plans for Memorial Day and beyond, be sure to leave time for a few financial tasks. Have more questions? Let’s talk.

This month, make good use of your tax refund and read up ways you can save for college. Read up on the 5 ways to improve your finances in May.

05/04/2022

When your financial plan starts with the plans you have for your life, your goals get a lot closer.

That’s the difference a personalized financial plan can make, because we design it to fit your life today, and the life you want later on.

Want to see what we can help you do?

04/30/2022

Research has shown that companies that score highly on so-called ESG parameters tend to reap competitive advantages over the long term.

04/21/2022

Want a personalized approach on what to do with your tax return? I can help you figure out the best way to save and grow your money based on your goals and timeline. Message me to get started.

04/14/2022

Tips to help you and your budget before you restart your payments.

Repayment of student loans will resume on September 1. Here’s what to know before you ease back into your payments.

04/13/2022

Your home’s equity can be a great source of funds. Here are some of the options.

Looking to tap into the equity in your home? We run down the differences between a HELOC vs. a home equity loan.