Kanan Sachdeva - Northwestern Mutual

06/16/2026

Having the ability to maximize your retirement contributions is a great position to be in, but it’s important to stay within the annual limits to avoid unnecessary tax headaches.

Contributing too much to a retirement account isn’t necessarily a bad problem to have, but you do need to take steps to avoid potential tax penalties.

06/13/2026

A strong second half of the year starts with a clear plan. It’s time to review your finances and refocus on your goals. I’m here to help you make the right moves. Let’s connect.

06/09/2026

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that really mean? Learn more about what’s actually included in a good plan. Please reach out if you’d like to start building your plan.

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that really mean? Learn more about what’s actually included in a plan.

06/03/2026

Retirement planning should help you feel more confident about the road ahead, not more overwhelmed by it. Creating a dependable stream of income can help bring a little more clarity to the future. I’d be happy to talk through it with you.

05/26/2026

One of the hardest parts of retirement is simply knowing what risks you’ll face. Connect with me, and I’ll be sure that you’re prepared for whatever comes your way.

05/19/2026

You can collect Social Security while you’re still working, but doing so may reduce your benefit amount. Read this article to learn how; then let’s connect to discuss your Social Security claiming strategy.

There’s no rule against working and collecting Social Security, but your benefit amount could be impacted.

05/12/2026

A Roth IRA is one way to grow money tax-free for retirement. I can help you figure out whether it’s a good fit for you. Just reach out and we’ll chat!

Your Roth IRA can grow in two ways: through your contributions and through the performance of your investments. See how a Roth IRA might fit into your financial plan.

05/10/2026

We celebrate the never-ending, nurturing love of moms and motherly figures everywhere! Happy Mother’s Day.

05/05/2026

If you want to get started with investing—or you are helping the next generation of investors—I'm here to help. Reach out so we can get started.

Before you start putting your money to work, learn the basics of how to invest.

04/28/2026

Read the surprising truth and learn how to be smarter with your money this year!

Getting a big tax refund can feel great, but it means that you could have had more money in your pocket all along. Here’s the downside to a large refund.