Chris Klein, Northwestern Mutual

Chris Klein, Northwestern Mutual Helping people create security by protecting their income, growing what they have & leaving a legacy.

When saving for college, you’ve got options: 529 plans, Coverdell education savings accounts, UTMAs/UGMAs and more. Reac...
06/03/2024

When saving for college, you’ve got options: 529 plans, Coverdell education savings accounts, UTMAs/UGMAs and more. Reach out if you want help with your education savings strategy.

A Coverdell account is another tax-advantaged way to save for college.

Did you know that your income in retirement can increase your Medicare premiums by thousands of dollars? Let’s build a p...
06/01/2024

Did you know that your income in retirement can increase your Medicare premiums by thousands of dollars? Let’s build a plan to ensure you’re efficiently generating retirement income to minimize impacts like this.

If your modified-adjusted gross income is over a certain amount in retirement, you may be subject to IRMAA: an added charge on Medicare premiums.

Life insurance is meant to leave behind a legacy, not a tax burden. But, there are a few situations where some people wi...
05/31/2024

Life insurance is meant to leave behind a legacy, not a tax burden. But, there are a few situations where some people will owe taxes. Let's talk about it.

The general guideline is that proceeds from life insurance are not taxed—but there are some exceptions.

Working with a professional can help you both see your shared financial picture.
05/29/2024

Working with a professional can help you both see your shared financial picture.

Financial discussions may not seem romantic, but they can help you develop a new level of trust and understanding for each other. These tips can help.

When it comes to taxes, different retirement accounts work in different ways. If you know what you’re doing, you can use...
05/27/2024

When it comes to taxes, different retirement accounts work in different ways. If you know what you’re doing, you can use this to your advantage.

Different types of retirement savings are taxed in different ways. When you know how, you can use this to your advantage to minimize the impact of taxes.

With the right strategy, you’ll be able to enjoy your money and not have to worry.
05/24/2024

With the right strategy, you’ll be able to enjoy your money and not have to worry.

Navigating your retirement can be tricky. Having a strategy in place can help keep your from falling for some common pitfalls.

There’s a lot that goes into you managing your nest egg: building it, growing it, protecting it and maximizing it. A fin...
05/22/2024

There’s a lot that goes into you managing your nest egg: building it, growing it, protecting it and maximizing it. A financial advisor can help you with every step.

Here’s what it is and how you can build your own.

Major life events that impact your money—like a divorce—are good times to take stock of what you’ve got and where you’d ...
05/20/2024

Major life events that impact your money—like a divorce—are good times to take stock of what you’ve got and where you’d like to be.

Splitting ways with your spouse could also mean splitting ways with some of your retirement savings.

How much you need in retirement is an entirely individual decision. Reach out if you’d like help calculating your retire...
05/17/2024

How much you need in retirement is an entirely individual decision. Reach out if you’d like help calculating your retirement income.

There’s a lot that goes into figuring out how much you’ll need in retirement—and where it’ll come from.

Timing is one of the trickiest variables in your Social Security claiming decisions—and the same goes for your spouse. W...
05/15/2024

Timing is one of the trickiest variables in your Social Security claiming decisions—and the same goes for your spouse. We’re here to help if you need ideas.

Get the most of your Social Security benefits and learn how to help your spouse claim at the ideal time.

Getting married is an important life event, and a great time to build—or revisit—a financial plan. An advisor can guide ...
05/13/2024

Getting married is an important life event, and a great time to build—or revisit—a financial plan. An advisor can guide you through all sorts of new financial decisions you’ll have to make, including whether to file your taxes jointly.

There are many benefits to filing jointly vs. filing separately when you’re married

Your relationship with your financial advisor is an important one. Here’s what you might want to know before you start w...
05/10/2024

Your relationship with your financial advisor is an important one. Here’s what you might want to know before you start working together.

Here's what to bring and what to ask when meeting with a financial advisor for the first time.

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Radnor, PA

Telephone

+14848807358

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