Rich Goodman J.D., CFP

Rich Goodman J.D., CFP My mission is to help my clients attain financial security for their families and businesses.

Cash value is a unique financial asset that can help you add flexibility to your broader financial plan. I’m happy to he...
05/31/2022

Cash value is a unique financial asset that can help you add flexibility to your broader financial plan. I’m happy to help you learn more about how it works.

Cash value life insurance provides more than just a death benefit. See how this insurance works and how it can help benefit your financial plan.

Markets may be volatile as the Fed raises its key rate, but rate hikes aren’t necessarily a precursor to market underper...
03/15/2022

Markets may be volatile as the Fed raises its key rate, but rate hikes aren’t necessarily a precursor to market underperformance.

The Federal Reserve has made it clear interest rates will rise in 2022, and investor concerns may rise. Here’s how markets have responded in recent rate hike cycles.

You can’t afford to miss one day as the founder of your business...but what if you missed a month? Your ability to earn ...
01/10/2022

You can’t afford to miss one day as the founder of your business...but what if you missed a month? Your ability to earn an income is your most valuable asset. Protect it now.

Learn about disability insurance for self-employed people, including the average cost of disability insurance and the differences between short- and long-term.

Northwestern Mutual will distribute its largest-ever, industry-leading dividend payout of $6.5B.
12/25/2021

Northwestern Mutual will distribute its largest-ever, industry-leading dividend payout of $6.5B.

During a time of continued economic uncertainty, Northwestern Mutual has maintained its unquestionable long-term financial strength and stability, and today announced that its policyowners will...

Chief Investment Strategist Brent Schutte goes beyond the headlines and explains there’s more to the inflation story.
12/25/2021

Chief Investment Strategist Brent Schutte goes beyond the headlines and explains there’s more to the inflation story.

Inflation remains elevated, but labor market momentum could ease pricing pressures. That and more in Northwestern Mutual’s Market Commentary for the week of Dec. 13, 2021.

Despite headwinds, economic fundamentals continue to show strength. See Northwestern Mutual Wealth Management Company Ch...
10/25/2021

Despite headwinds, economic fundamentals continue to show strength. See Northwestern Mutual Wealth Management Company Chief Investment Strategist Brent Schutte’s weekly commentary.

While inflation remains elevated and sentiment has cooled, corporate earnings are providing a boost for markets seeking direction.

Despite supply chain challenges, corporate earnings are beating expectations at record levels. Here’s what else Northwes...
10/14/2021

Despite supply chain challenges, corporate earnings are beating expectations at record levels. Here’s what else Northwestern Mutual Chief Investment Strategist Brent Schutte is watching this week.

Despite supply chain challenges, strong corporate earnings show that economic growth remains on track. Read more in Northwestern Mutual’s Market Commentary for the week of Aug. 2, 2021.

This is a good read for people looking for an understanding of the financial aid process and resources.
09/16/2021

This is a good read for people looking for an understanding of the financial aid process and resources.

How does financial aid for college work? There are actually many forms of assistance available — here’s what you need to know.

Using a 401(k) alone could limit your options in retirement.
07/27/2021

Using a 401(k) alone could limit your options in retirement.

Is a 401(k) a retirement plan? It’s an important piece of the puzzle, but using a 401(k) alone could limit your options in retirement.

New research from Ernst & Young shows that a combination of insurance and investments in a financial plan can lead to mo...
06/10/2021

New research from Ernst & Young shows that a combination of insurance and investments in a financial plan can lead to more income in retirement and a larger legacy. At Northwestern Mutual, this has been core to our financial planning approach for years; let me show you how we drive better outcomes for our clients. Click here to read the report:

Permanent life insurance and a deferred income annuity with a loyalty incentive both outperform investment-only approaches in our analysis. Read more.

If you’d like to discuss any of the tasks, please reach out.
04/26/2021

If you’d like to discuss any of the tasks, please reach out.

If getting better with your finances was one of your resolutions, this 2021 financial checklist can help you build good financial habits and offers up some smart moves to make through the rest of the year.

This investing strategy can save you thousands in taxes.
03/18/2021

This investing strategy can save you thousands in taxes.

Tax-loss harvesting, which involves strategically selling some investments for a loss, can help reduce capital gains tax obligations in a taxable investment account. Here’s how tax-loss harvesting works.

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