Joel Stapleton - Northwestern Mutual

07/15/2024

A financial influencer doesn’t know your situation. We’ll be your go-to financial partner who gets you. We ask deeper questions to uncover your opportunities and blind spots, then create a plan to protect your loved ones and build long-term value. Let’s talk today.

07/10/2024

I’m here to help put you on the path towards a more secure financial future. Let’s chat!
*Planning and Progress Study, 2024

03/23/2023

Want me to let you in on a little secret? No matter how far along you are in meeting your goals, I can help you get there faster and with more clarity and ease. Contact me to get started!

12/21/2022

Starting in 2023, Social Security benefits checks are going up 8.7%—the largest increase in more than four decades.

Thanks to a Cost-of-Living Adjustment, this boost will give recipients around $1,615 more than in 2022 to help offset the impact of inflation. I can show you how Social Security benefits can be an important part of your retirement plan. Message me to get started.

12/19/2022

New to investing? We break down some of the most common types of investments. Please reach out if you’d like help getting started and seeing how investments fit into your larger financial plan.

Learn about the different types of investments, including stocks, bonds, mutual funds and exchange-traded funds, and how to make different types of investments.

11/04/2022

Whether you’re dreaming about a new career, pursuing a passion project or retiring early, you’ll need to prepare to transition from dual incomes to one. Please reach out if you need help figuring out the impact of downsizing to a single income.

If you and your partner are thinking about going from two incomes to one, here are eight financial considerations to think through first.

11/02/2022

Northwestern Mutual announced another record-breaking dividend payout of $6.8B. I’m proud to be part of a company that lets us share our success with our clients while maintaining financial strength so we can be there for them when they need us most. http://bit.ly/3Fkbkm3

10/31/2022

Some people think talking about finances is scary. That’s why I make sure our first conversation is comfortable, and not at all spine-chilling. We’ll talk about the life you want to be living, and the right financial plan to get you there. Reach out to get started.

10/21/2022

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.

10/19/2022

Investors continue to parse and react to often conflicting data as they try to anticipate when the Federal Reserve may ease up on rate hikes. See Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s latest take on where the economy may be headed and why a drop in price pressures may be on the horizon.

We look at the latest inflation data and retail sales figures to determine where price pressures may be headed in the coming months.

10/17/2022

Why wait until someday when the life you really want to be living can start today?

We design financial plans differently—not just to help you reach the goals you have for tomorrow, but the goals you have today, too.

Reach out and see how we’ll tailor your financial strategy so that someday can come a lot sooner.

10/14/2022

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.