Grant Casey - Northwestern Mutual

10/22/2021

If you’re rebalancing your portfolio at year end, keep an eye out for the timing of mutual fund distributions.

Mutual funds, and to a lesser extent ETFs, distribute capital gains at the end of the year. Here’s how to avoid getting hit with unnecessary capital gains taxes from mutual funds at the end of the year.

10/21/2021

Reach out if you’d like to discuss ways to get the most out of your money in retirement.

As you reach retirement you probably have money tucked away in a variety of savings vehicles, but a retirement plan helps you put all the pieces together to generate predictable income in retirement.

10/19/2021

If paying for a wedding is one of your big goals, let’s discuss how to help make it happen.

Trying to figure out how to save money on your wedding? It's not as hard as you think to negotiate with wedding vendors.

10/15/2021

If you’d like discuss anything on this list, please reach out.

With the winter holidays only a few months away, it's a good idea to start prepping now. Here are 5 ways to improve your finances in October

10/13/2021

What to know before you book that ticket.

Holiday travel is expected to go up this year, but the rules around traveling during a pandemic can still be confusing. Here are 4 pro tips if you’re looking to book holiday travel right now.

10/11/2021

As the year begins to wind down, it’s a good time for a financial checkup. Let’s touch base soon to make sure your retirement plan is still working hard for your goals.

10/08/2021

Americans paid down a whopping 20% of their debts between 2019 and 2021. That’s amazing progress – but is paying down debt always the most strategic option? Our Chief Customer Officer Christian Mitchell shares his views.

Americans paid down a whopping 20% of their debts between 2019 and 2021. That’s amazing progress – but is paying down debt always the most strategic option...

10/07/2021

Labor Day may have passed and Black Friday is yet to come, but that doesn’t mean there aren’t deals to be found.

Amazon Prime Day is this month, so expect to see a lot of bargains — including from competitors who are trying to compete. Here are 6 things to buy in October and 3 to skip.

10/06/2021

If you're thinking of becoming your own boss, let’s talk about working that into your financial plan.

Going from a 9-to-5 job to becoming your own boss may be your dream, but it’s not for everyone. Here are six questions to consider if you’re thinking about freelancing full-time.

10/01/2021

This is the time of year to be proactive about your finances so you can hit your goals in 2022 and beyond. Consider the tips in this financial checklist, and please reach out if you have any questions or would like to dig deeper into your financial plan.

The closing months of the year are an ideal time to be proactive about your finances and set yourself up well for 2022 and beyond. Here’s your 2021 year-end financial checklist to help you get started.

09/29/2021

Incorporating protections for your digital privacy should be a key part of your overall financial planning.

Keeping your online data secure requires constant vigilance. Here are 4 best practices for protecting your digital privacy.

09/27/2021

Americans paid down a whopping 20% of their debts between 2019 and 2021. That’s amazing progress – but is paying down debt always the most strategic option? Our Chief Customer Officer Christian Mitchell shares his views.

Most Americans have debt. In some ways, it’s a gauge on the dashboard of our financial lives, because it impacts our autonomy to make financial choices.