Joe Muniz - Northwestern Mutual

02/21/2022

Arriving prepared will help make the tax filing process that much smoother.

Filing taxes isn’t always straightforward, even with the help of a pro. Read this to know what to bring to your tax appointment.

02/17/2022

Define what wellness looks like for you.

Grokker CEO Lorna Borenstein created a customizable framework to help you measure whether you’re meeting wellness goals. Here’s how to use it if you’re dealing with burnout.

02/16/2022

Financial wellness makes you feel good, without
having to give up solid food for a week. If you’re
hungry for more calm in 2022, I can help you
build the right financial plan for your exact needs.
Reach out to me when you’re ready.

02/14/2022

If you’d like to discuss your goals and the progress you’re making, let’s talk.

This month, take stock of your retirement savings and start to prepare for tax season. Here are 5 ways to improve your finances in February.

02/11/2022

Chris Matthews is the most sought-after basketball shooting coach in the world. He knows that nailing down your jump shot is a process, and so is getting your finances in shape. Let's work together so you can too and feel more confident about your future.

02/10/2022

Let’s make this the year you invest in yourself. Because feeling good about your money helps you feel good overall, and we all deserve that. Ready to make a plan? Let’s talk.

02/08/2022

Whether you’re looking for a sweetheart deal or a deal on a gift for your sweetie, you’ll have some good sales to choose from. Here are the best deals to look for in February.

Shopping for bargains continues to look different during the pandemic, but some traditional categories still offer reliable sales. Here are 4 things to buy in February and 2 to skip.

02/08/2022

Appreciating each other’s perspectives can ultimately strengthen your finances — and your relationship.

It’s easy for savers and spenders to clash over their finances. Here are 5 ways couples can overcome their money differences.

02/05/2022

Not sure if you have a comprehensive financial plan? Let’s go over your goals together.

Do you know what is in a financial plan? It may be more comprehensive than you think. Take our quiz to test your knowledge.

02/03/2022

Filling your life with joy may be simpler than you think. Financial wellness makes you feel like a million bucks. I can help you start building your financial plan today at NM.com.

*Source: Northwestern Mutual Planning & Progress Study 2018

01/31/2022

If you’re trying to figure out how to reach your most important financial goals, let’s talk.

SMART goals have long been used to help with work productivity, but they can help you with your money too. But what is a SMART goal and how can you apply it to your finances?

01/28/2022

Financial wellness makes you feel good, without
any rigorous training. If you’re looking for a
deeper sense of well-being in 2022, I can help
you make the right financial plan for you. Start
your year on the right foot by reaching out to me.