Northern Way Wealth Management

06/03/2026

Most retirement advice focuses on numbers.

In The Right Work, The Right Harvest: Planning for a Fulfilling and Secure Retirement, Jere Smith CFP® focuses on something different:

A values-driven approach to planning.
Built on lessons from his upbringing on a Wisconsin dairy farm, his book centers on one simple idea:

The work you do today shapes the life you live tomorrow.

If you want a retirement that feels meaningful, this is where to start.

👉 Get the book: https://www.amazon.com/dp/B0GX5Z6D95

05/28/2026

Most financial firms try to be the right fit for everyone.

We don’t.

We’ve built a structured process designed for the right households; people who want transparency, direction, and an intentional path to retirement.

Not everyone moves beyond our first call, and that’s by design. Better planning starts with the right fit.

If it's a good fit, we start by understanding what actually matters to you. From there, we figure out what’s getting in the way.

Then we build a plan to steer you toward that path, and focus on the decisions that affect your life now and down the line.

Find out if we're aligned ➡️ www.northernwaywm.com

05/26/2026

What makes Northern Way different than other advisories?

It’s how we do what we do.

We’ve built a structured, step-by-step approach to retirement planning. The whole process is designed to make sure you’re clear on everything before any decisions are made.

It’s not a one-size-fits-all process. And it’s also not open-ended.

It’s intentional and selective. Built for people who want more than surface-level advice.

05/19/2026

Northern Way has joined YouTube! We'll be posting educational videos and occasional team updates.

We're excited to share our insights with a broader community, and have the opportunity to engage with viewers.

Help us get started by subscribing and liking our first videos 👇
https://www.youtube.com/channel/UC2vanW_b4MMOLiExhbsoXTQ

Hi, I'm Jere from Northern Way Wealth Management 👋 I'm a CERTIFIED FINANCIAL PLANNER® Each week, we share insights to help you think more clearly about retirement. We cover investing, taxes, income planning, and the decisions that shape what comes next. Good financial planning is about planning ...

05/13/2026

My journey with financial planning started on a dairy farm in Wisconsin.

Sounds strange, right? But there’s so much that I learned working on that farm that has shaped the way I help people today.

In my new book, The Right Work, the Right Harvest: Planning for a Fulfilling and Secure Retirement, I share my stories of how early mornings, hard work, and lessons from my father and grandmother forged the way I think about money–and life.

I know that retirement isn’t just about how much you have.

It’s about how you got there and what you’re building toward. 😌

👉 Order your copy: https://www.amazon.com/dp/B0GX5Z6D95

05/11/2026

Think you’ll “figure out RMDs later”?

That delay could cost you....

RMDs don’t just impact your IRA. They can increase your taxes on Social Security, capital gains, and even Medicare premiums.

The smartest move? Plan before you’re forced to act.

Read how👉 https://northernwaywm.com/retirement-planning-insights/

05/06/2026

We're on YouTube!

Northern Way has joined YouTube! We'll be posting educational videos and occasional team updates.

We're excited to share our insights with a broader community, and have the opportunity to engage with viewers.

Help us get started by subscribing and liking our first videos and commenting what topics you'd like us to cover 👇

https://www.youtube.com/

Hi, I'm Jere from Northern Way Wealth Management 👋 I'm a CERTIFIED FINANCIAL PLANNER® Each week, we share insights to help you think more clearly about retirement. We cover investing, taxes, income planning, and the decisions that shape what comes next. Good financial planning is about planning ...

04/28/2026

A couple weeks ago, we had the chance to step away from the spreadsheets and spend an evening doing what matters most: connecting with the people we serve.

Our client appreciation event was filled with great conversation, incredible food, and a little nostalgia thanks to a Neil Diamond tribute band 🎶

But more than anything, it was a reminder of why we do what we do and a chance to nurture our relationships. Seeing clients introduce friends and family, sharing stories, and enjoying the night together is what Northern Way is all about.

We’re grateful for the trust our clients place in us every day—and nights like this are just a small way to say thank you.

Stay tuned, because we’re already planning our next event 👀

04/22/2026

People don’t often realize that healthcare coverage in retirement actually goes hand in hand with the REST of your wealth management strategy.

Why? ➡️ If your Medicare doesn’t start till age 65 and you retire before then, you’re going to have to fill that gap with some kind of market place coverage. And how much you pay depends on your income. And your retirement income depends on a lot of factors, like Social Security, withdrawals, etc.

So what do you do? Hire a professional you trust to take a look at what you have and what you want to do.

northernwaywm.com

04/17/2026

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