Tessa Betterway - Northwestern Mutual

07/06/2023

Assessing one component of your financial plan each month is a great way to keep tabs on your fiscal health.

This checklist can help you make sure your finances are on track for the rest of the year. Here’s what to assess for the next 6 months.

06/30/2023

Permanent life insurance can be an important part of your retirement plan. Please reach out if you’d like to talk about your retirement plan.

While it may seem like your need for life insurance diminishes in retirement, the opposite is actually true. Learn how to use life insurance in your retirement planning.

06/23/2023

The amount you have in savings is important, but how you’re saving can go a long way to help you get the most out of your money.

I’d love to schedule time to learn more about your situation and show you how some simple tweaks can help you get more out of your savings.

See how you stack up with your peers and what you can do to maximize your savings.

06/22/2023

It's time to bridge the gap between dreams and reality. Find your number, set your goals, and watch your retirement dreams come to life.

06/21/2023

Roth IRAs are a great way to help minimize the amount you’ll owe in taxes over time. See more about how they work and please reach out if you have any questions or would like to discuss adding one to your financial plan.

A Roth IRA is a great tool to help you save for retirement while minimizing taxes.

06/16/2023

Think about what you love doing. Then think about being able to do it all the time. Start planning now, and I can help you retire the way you want without having to change your current lifestyle. So, what are you most excited to do in retirement? Let me know in the comments.

06/15/2023

Getting enough into an emergency fund is a key financial step, but it’s important to look at how much you are saving in the context of your broader goals. Please reach out if you’d like help.

While it’s generally good to save six months’ worth of expenses, there are times when you may want to have more or less.

06/08/2023

If you could live anywhere in the world for an extended period of time, where would it be?

Arriving at your destination begins with a plan to make it happen. Let’s talk.

*Source: Northwestern Mutual Great Realization 2022 Study

03/07/2023

These are some great tips. Sometimes small financial changes can make a big difference.

If you’re looking for 5 ways to improve your finances in March, here’s how you can lower your tax bill and prepare for homebuying season.

03/01/2023

Reach your new level of financial confidence. We do financial planning differently, so you can. It’s an approach shown by Ernst & Young to give you better long-term financial outcomes than other approaches. Sound good? Let’s get started.

02/27/2023

With the right financial plan in place, creating the life of your dreams can be as easy as drag and drop. You have the goals, I just help you get there. Contact me to get started.

02/22/2023

A recent Northwestern Mutual survey found that moving to a new city or state is a top life goal many people intend to pursue in the coming year. Reach out if you have questions about how a change of scenery could impact your financial plan.

Thinking about relocating to a new city or state? Here are five cost-related questions to research as you contemplate the move.