Everson Financial Group

Home
United States
Onalaska, WI
Everson Financial Group

To partner with families to identify their values and financial goals, and to develop a personalized

11/02/2026

Whole life insurance can be a helpful part of a long-term financial plan—but it depends on your needs, budget, and goals. Let’s talk through whether it makes sense for you. https://www.northwesternmutual.com/life-and-money/pros-and-cons-of-whole-life-insurance/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_life-insurance_field&utm_term=pros-and-cons&agentid=008547

10/27/2026

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. https://www.northwesternmutual.com/life-and-money/strong-growth-sticky-inflation-and-ai-risks-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=growth-sticky-inflation&agentid=008547

10/26/2026

You spent years building toward retirement. Now’s a good time to make sure your money continues supporting the lifestyle and goals you’ve worked hard to achieve. Review your plan before year-end to provide the clarity and confidence to move into next year with stability and peace of mind.
https://www.northwesternmutual.com/life-and-money/a-year-end-financial-checklist-for-retirees/?utm_source=facebook&utm_medium=organic_social&utm_campaign=end-of-year-2026&utm_content=lm_your-retirement_field&utm_term=checklist-for-retirees&agentid=008547

10/26/2026

A bonus gives you choices: spend some, save some, have a little fun, pay down debt, or invest for the future. If you’re not sure how to prioritize, let’s talk through the benefits of each option.
https://www.northwesternmutual.com/life-and-money/how-to-spend-your-year-end-bonus/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_your-career_field&utm_term=Year-End-Bonus&agentid=008547

10/23/2026

If you didn't know, Northwestern Mutual is the Official Financial Planning Partner of the Milwaukee Brewers. There's a shared hometown and core principles—like resiliency, a different approach, and a love for the long game.

But to be clear, we will always have time for our clients, even during a championship run.

Go Brew Crew!™

10/20/2026

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. https://www.northwesternmutual.com/life-and-money/hotter-inflation-tests-the-ai-trade-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=hotter-inflation-tests&agentid=008547

10/20/2026

Saving for your child’s education can feel overwhelming—but you don’t have to figure it out alone. A 529 plan can be a helpful tool, and I can help you decide how it fits into your broader financial plan. https://www.northwesternmutual.com/life-and-money/how-much-you-should-have-in-a-529-plan-contribution-limits-and-maximums-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_your-financial-plan_field&utm_term=529-plan-contribution&agentid=008547

10/15/2026

Markets have continued to climb, but leadership has become more concentrated as investors weigh persistent inflation, higher rates, and rising uncertainty. See Northwestern Mutual Wealth Management Chief Investment Officer Brent Schutte’s take on what the shift from broad growth to narrower market leadership could mean for investors. https://www.northwesternmutual.com/life-and-money/why-market-leadership-is-narrowing-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_quarterly_field&utm_term=leadership-is-narrowing&agentid=008547

10/13/2026

Recent market moves showed how quickly sentiment around artificial intelligence can affect broader indexes. This week’s market commentary explains why diversification remains important, even as AI continues to shape market leadership. https://www.northwesternmutual.com/life-and-money/ai-market-volatility-puts-portfolio-diversification-to-the-test-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=ai-market-volatility&agentid=008547

10/06/2026

Inflation remains sticky and consumers continue to spend. Here’s what the latest data may mean for investors and why a diversified plan can help navigate uncertainty. https://www.northwesternmutual.com/life-and-money/market-outlook-inflation-interest-rates-and-economic-growth-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=market-outlook-inflation&agentid=008547

Address

2700 National Drive, Suite 101
Onalaska, WI
54650

Website

http://www.theodoreeverson.com/

Alerts

Be the first to know and let us send you an email when Everson Financial Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.