Patrick Engle - Northwestern Mutual

09/12/2024

Whole life insurance can give you a lot. Take our quiz to see how much more. Let me know how you do. We can talk about what you knew, what you didn’t, and how your plan can have more financial flexibility throughout your life. http://spr.ly/6180c4lWw

09/10/2024

The first step to being financially prepared for the future is seeing the bigger picture. With Northwestern Mutual, it's my priority to help my clients do just that—my holistic approach starts with asking better questions and getting you better answers, bringing you a better way to money. Reach out to me to see your bigger picture.
Source: Assessing the Value of a Holistic Advisor, Dr. Hal Hershfield, 2023

09/05/2024

It's not always easy knowing how to start talking about personal finances but here’s a start!
Looking to keep the conversation going? Reach out to me!

09/03/2024

Assessing one component of your financial plan each month is a great way to keep tabs on your fiscal health. http://spr.ly/6188c4l9Y

09/02/2024

A spendthrift trust might be a good way for you to leave your inheritance to loved ones. Let’s talk through the best option for you and your family.

A spendthrift trust is a trust designed to limit access to the assets it contains. Learn more about how spendthrift trusts work and why one might make sense for your estate plan.

08/30/2024

It’s hard to plan for events that you may not see coming—like time away from work, which is why protecting your income is the lynchpin of your financial plan.

Though FMLA leave is usually unpaid, there are ways to cover your income during your leave.

08/29/2024

It’s true! Based on research with a comprehensive approach to financial planning, you're more likely to experience less marital stress, feel more confident about giving to your community, and have more healthy conversations about money with your kids. And it all starts with having a better conversation with someone like me. Let’s connect and figure out your better way to money.
Source: Assessing the Value of a Holistic Advisor, Dr. Hal Hershfield, 2023

08/28/2024

A Roth IRA has many benefits—but it works best when combined with other retirement savings options. I’d love to show you how.

By spreading Roth conversions over several years, you can take advantage of a Roth’s benefits and minimize your tax impact.

08/27/2024

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

08/26/2024

This is a straightforward way for your life insurance policy to evolve with your changing financial needs.

If you purchased a term life insurance policy, there are several reasons you might want to convert to a permanent life insurance policy. Here's what you need to know about term conversion.

08/23/2024

I’d love to have a conversation about what type of life insurance is right for your situation.

There are many different types of life insurance to choose from, so here's a look at different life insurance policies explained.

08/22/2024

Life happens, let’s make sure you’re prepared for it.
*Planning and Progress Study, 2024