Kristopher J. Weinisch, Financial Advisor, Northwestern Mutual

10/28/2026

Economic data remains strong, but investors are weighing rising oil prices, sticky inflation, and the cost of the artificial intelligence (AI) buildout. Bonds rallied as yields fell, and many stocks outside the AI trade moved higher. Read Northwestern Mutual Wealth Management Company CIO Brent Schutte’s latest commentary and reach out to me to talk about how your plan is positioned. http://spr.ly/6180BHlQJm

10/23/2026

We found these findings from &Will to be shocking.

An estate plan is a gift to your family. A gift of clarity during the storm of grief.

A gift of time. Time family members can use to heal and less time figuring out "where everything is."

Please reach out if you need help starting a conversation about your estate plan.

10/23/2026

Higher borrowing costs are raising questions about the artificial intelligence spending boom. Read this week’s market commentary for a closer look at the risks to growth and why diversification remains important. http://spr.ly/6187BHphKx

10/21/2026

No matter which tier you find yourself in, I’m ready to meet you where you are and help you create a plan. So wipe your tiers, I got you.

10/21/2026

Inherited IRA distribution rules are complicated. 🧩

Missing a required IRA distribution can trigger a 25% penalty from the IRS. 💲

This topic comes up frequently in client meetings as many parents leave IRA plans to their children - a beautiful gift and legacy.

However, this legacy comes with some complexity.

The article below provides an excellent overview of the rules. 💡

Many individuals are under the mistaken belief that as long as they fully liquidate an account by year 10, there's no penalty.

In reality, depending on when the IRA owner passed, there may be distributions required every year.

Please reach out if you're confused about the rules. We can help.

Comment below if you've had experience with an inherited IRA. 👇

Inheriting an IRA means you have some cash coming your way. But it’s also important to know the rules.

10/20/2026

We recently ran the numbers on the impact of contributing to your child's Trump account from now until age 17, and the impact this can have toward their retirement.

Please reach out if you'd like to understand how this account works. We can show you specifically how your contributions could add up over time.

Learn how new tax-advantaged accounts can jump-start your child's future. Discover the rules and how to open one.

10/20/2026

Note to self, don’t let your money get in the way of next year’s new you. Reach out to me and we’ll make sure you’re set up to start the year off on the right financial foot.

10/19/2026

Want to find the right game plan for your finances (and still keep your nose)? I can help you build stability for your future and let go of what's not working. If that sounds nice, let’s chat.

10/16/2026

As we enter the final quarter of 2026, we wanted to share a quick reminder for those who are charitably inclined.

Starting in 2026, taxpayers who use the standard deduction can also deduct certain charitable contributions—up to $1,000 for single filers or $2,000 for married couples filing jointly.

Please reach out if you'd like to discuss other tax-efficient planning ideas you may be able to execute before year-end.

Here’s how the bill referred to as OBBBA may impact you

10/15/2026

Straight from the horse's mouth..... Social security cost of living adjustment for 2027, 3.6%.

http://spr.ly/6184BHKDKm

Reach out if you need help understanding your social security benefits or deciding when to claim.

Cost-of-Living Adjustment (COLA) Information for 2027 Social Security and Supplemental Security Income (SSI) benefits for 76 million Americans will increase …