Matthew Goldi-Financial Advisor

Matthew Goldi-Financial Advisor Financial Planner @ Northwestern Mutual Wealth Management Company

As mixed economic signals continue to muddy the long-term outlook, the need for diversification remains certain. http://...
12/09/2025

As mixed economic signals continue to muddy the long-term outlook, the need for diversification remains certain. http://spr.ly/61887CpFa

’Tis the season to show appreciation for those who make your life easier all year round—just don’t forget to account for...
12/08/2025

’Tis the season to show appreciation for those who make your life easier all year round—just don’t forget to account for tips in your holiday budget. http://spr.ly/6182700dw

Did you know 76% of American millionaires consider themselves to be disciplined financial planners? This is one of five ...
12/01/2025

Did you know 76% of American millionaires consider themselves to be disciplined financial planners? This is one of five habits of millionaires Northwestern Mutual identified in our recent Planning & Progress study. All of the habits are things anyone can do. http://spr.ly/61897z0IT

With key economic questions still unanswered, volatility may persist until the outlook becomes clearer. http://spr.ly/61...
11/25/2025

With key economic questions still unanswered, volatility may persist until the outlook becomes clearer. http://spr.ly/61817WZGF

You don’t have to overspend to make your holidays memorable. Reach out if you want to talk about how to budget for life’...
11/24/2025

You don’t have to overspend to make your holidays memorable. Reach out if you want to talk about how to budget for life’s big moments. http://spr.ly/618871mEs

With the government shutdown ending, more data could bring some clarity to the economic picture. For now, all signs stil...
11/18/2025

With the government shutdown ending, more data could bring some clarity to the economic picture. For now, all signs still point toward elevated inflation and a weakening labor market, with many investors concerned about the possibility of a market downturn. http://spr.ly/61817eiYd

11/17/2025

If you’re a high-income earner or have substantial wealth, these tried-and-true year-end tax strategies are for you. Reach out so we can start planning. http://spr.ly/61887Ecuo

The new tax law includes several provisions that could significantly impact older adults’ finances. Read this article to...
11/12/2025

The new tax law includes several provisions that could significantly impact older adults’ finances. Read this article to learn more about how the changes may affect you; then reach out so we can start planning. http://spr.ly/618178Ooc

Markets and the economy may be showing signs of strain as inflation rises and job cuts mount. With investors facing grow...
11/11/2025

Markets and the economy may be showing signs of strain as inflation rises and job cuts mount. With investors facing growing uncertainty, Northwestern Mutual Wealth Management Company CIO Brent Schutte explains why diversification is paramount. http://spr.ly/61887Tnzq

11/05/2025

Having no plan for long-term care is a financial blind spot for many individuals and families. Take the opportunity now to talk about options and plan ahead; your future self (and your loved ones) will thank you! http://spr.ly/61807EUE0

A softening jobs market, rising inflation and a trillion-dollar tech rally: These are a few of the mixed signals that ha...
11/04/2025

A softening jobs market, rising inflation and a trillion-dollar tech rally: These are a few of the mixed signals that have divided policymakers over the markets and economy amid a federal data blackout. Northwestern Mutual Wealth Management Company CIO Brent Schutte breaks down the latest developments. http://spr.ly/61837KVJv

10/29/2025

Let’s get your financial plan in place and make the real scary things a little less scary.

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