Candace Berkman - Northwestern Mutual

Candace Berkman - Northwestern Mutual Candace Berkman, CLTC is a Northwestern Mutual financial advisor who specializes in helping individuals and business owners achieve financial security.

Candace Berkman, CLTC is a Northwestern Mutual financial advisor. Her mission is to help individuals and business owners develop solutions tailored to their unique goals and objectives through a holistic approach. Candace will leverage her knowledge and expertise in Long Term Care and Retirement Planning to help you address risks and optimize your income during retirement.

Planning for the money you’ll need in retirement isn’t just for the older generations. I can help you plan for this and ...
05/07/2025

Planning for the money you’ll need in retirement isn’t just for the older generations. I can help you plan for this and other long-term goals.

If you’re a member of Gen Z, these simple steps can get you on the path to a strong retirement.

Chief Investment Officer Brent Schutte discusses how investors should respond to tariff-driven volatility.
05/06/2025

Chief Investment Officer Brent Schutte discusses how investors should respond to tariff-driven volatility.

The markets have fully recovered from early April’s selloff. But is it too early to celebrate?

05/05/2025

I’m here to keep you and your finances on the right track, no matter what’s going on around you.

04/30/2025

54% of Americans say they will be financially prepared for retirement when the time comes. Let’s make sure you’re on the right side of that number. For your dogs’ sake.

*Northwestern Mutual 2025 Planning & Progress Study

04/23/2025

I thought this was great Shakespearian advice, but for those of you who don’t speak old English, I’ll translate. “Honestly, saving money is as good as earning it, but if you waste your cash on nonsense, you’ll end up broke—like a tree in winter with no leaves.”

04/23/2025

There are so many good things in your future. Your new job is one of them. Reach out if you want to learn more.

Americans dream of retiring comfortably with $1.26 million, but many aren’t saving enough. Together, let’s look for oppo...
04/23/2025

Americans dream of retiring comfortably with $1.26 million, but many aren’t saving enough. Together, let’s look for opportunities to save and be ready for retirement when it comes.

See how your goal for retirement savings stacks up—and what you can do to maximize your savings.

Fed Chair Jerome Powell expects tariffs will likely raise prices and cause growth to slow. Does the data back this take?...
04/22/2025

Fed Chair Jerome Powell expects tariffs will likely raise prices and cause growth to slow. Does the data back this take? Yes and no; Chief Investment Officer Brent Schutte offers his take.

Fed Chair Jerome Powell’s expectation that tariffs will lead to slower growth and rising prices weighed on equities as investors continue to seek clarity on future trade policy.

04/17/2025

Parking your financial goals for too long could set you back. I can help you get closer to reaching your goals. Just reach out.

What does last week’s pause on tariffs mean for the economy and markets? Chief Investment Officer Brent Schutte offers h...
04/15/2025

What does last week’s pause on tariffs mean for the economy and markets? Chief Investment Officer Brent Schutte offers his take.

A pause on some tariffs sent the markets sharply higher last week, but lingering uncertainty about long-term trade policy means volatility may persist.

Northwestern Mutual Wealth Management Company CIO Brent Schutte looks at how tariffs add to existing questions investors...
04/11/2025

Northwestern Mutual Wealth Management Company CIO Brent Schutte looks at how tariffs add to existing questions investors have had to grapple with and shares a time-tested approach to dealing with uncertainty.

A look at how tariffs add to existing questions investors are grappling with and a time-tested approach to dealing with uncertainty. 

04/10/2025

I don’t want you to stress out about money. If you’re looking for a better way to handle your finances than squeezing a stress ball and hoping for the best, I can help.

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San Diego, CA

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Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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+16192308095

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