Kevin Dwyer - Northwestern Mutual

12/01/2022

2023 is right around the corner and it’s time to start focusing on what the year has in store for you. It's exciting to look ahead to the future, and all the potential that lies ahead. We can help you plan for every possible outcome, so you’re prepared no matter what comes your way. Have you set your budget for 2023? Reach out today. My team will get you ready for the new year.

#2023

11/14/2022

With the end of the year approaching, so is the deadline to take your RMD (required minimum distribution)! RMDs are mandated under the Internal Revenue Code to ensure that tax-deferred retirement savings don’t remain sheltered from taxation past you or your beneficiary’s lifetime. Get ready for the RMD deadline on December 31, 2022.

Have questions? Reach out today—my team can steer you in the right direction.

#2023

11/04/2022

Market volatility can make investors anxious and tempt them to make drastic portfolio changes. But history suggests staying the course is the smart approach.

Economic uncertainty and volatility can make investors anxious, which leads to poor investment decisions. Learn why riding it out may be your best bet.

11/03/2022

Ashley Park is best known for her roles in the massively popular show, ‘Emily In Paris,’ and the Broadway musical, ‘Mean Girls.’ Her latest success is getting a better understanding of her finances—and feeling tremendous relief. “Knowing I have a plan in place has taken so much stress away,” she says. Message me to talk about your goals.

10/29/2022

While recessions are never pleasant, history suggests they shouldn’t be cause for panic among investors.

A look at how the markets have reacted to recessions throughout the years.

10/24/2022

Here are some valuable insights from our chief investment officer about what the Fed may be missing as it raises rates.

In Northwestern Mutual’s Quarterly Market Commentary, we look at the risks tied to the Federal Reserve’s focus on lagging data.

10/20/2022

The end of the year is approaching and raises the question: How can I adjust my investment portfolio and minimize my tax obligations while preserving capital? The answer is tax loss harvesting. Interested in learning more? Reach out today! My team will get you all set for December 31st.

10/17/2022

Maybe you realized the life you truly want. You decided you’ll get there someday. And you will—because someday starts today. I can help you take your plans off pause. Reach out to get started.

10/17/2022

These simple steps can help set you up for a strong 2023. Email me at [email protected] to get started.

Now that you’re tapping your savings for life’s expenses, it’s important to revisit your spending, plan for next year and conduct a general check-up to make sure your finances and retirement plans are still in sync. To get started, here’s an end-of-year financial checklist for retirees.

10/12/2022

Mark your calendar—someday starts today. I can create a financial plan that helps get you on track for whatever you’ve been waiting for. Message me to get started.

10/05/2022

Year end is an ideal time to review your finances as you prepare for whatever the new year brings your way.

The end of the year can be the perfect time to step back and review your finances. Our year-end financial checklist can help.

09/16/2022

Northwestern Mutual is announcing its new “Great Realization” brand campaign. It’s about a new era when people are committing to do what they’ve been talking about for years. Our CEO John Schlifske explains what it means for our clients and company.

My wife and I recently got a chance to get away for a couple days to enjoy another beautiful Wisconsin summer. As we were relaxing, we talked about the past two-plus years and the impact it had on our family and society.