Rachad Rad - Northwestern Mutual

12/11/2020

If you’re looking for help in streamlining your finances, give us a call.

The final months of the year are a natural time to start planning for the year ahead and that should include your tax situation. Here are five steps you can take to maximize your tax refund this year.

10/11/2020

Is now the right time to move forward with your home buying goals? Let’s talk if you’re unsure.

There are a lot of commonly held beliefs about mortgages that simply aren’t true. Here are 4 misconceptions about mortgages to ignore if you’re applying for a home loan.

05/11/2020

Let’s talk if you’d like to discuss your future financial plans.

This month, get your holiday shopping in order and tackle some year-end financial tasks. Here are 5 ways to improve your finances in November.

28/10/2020

Combining forces with other businesses could help you run yours more efficiently.

Overhead costs can weigh heavily on a business owner’s cash flow. Here are 3 easy ways to share overhead costs with other businesses.

27/10/2020

Whether it's an expense you didn’t anticipate, a global pandemic or anything in between, life is unpredictable. That’s why we help people take control of their finances to protect against life’s curve balls and plan for what’s next. Ready to learn more? Let’s chat.

A Northwestern Mutual study finds more Americans are considering financial planning following the economic shock of the coronavirus. Here’s what you should know about starting a financial plan.

26/10/2020

So you can get back to what’s important today.

Once you get a financial plan, it’s important to put your financial plan into action. Here are 4 key things you can do to make it easy to achieve your financial goals.

21/10/2020

These questions can help ensure you’re choosing the right fit for your family.

Many parents are considering their options among day care centers and nannies to help with child care during the pandemic. Here’s what you need to consider if you’re looking for child care right now.

21/10/2020

When it comes to retirement, one of the top questions I’m asked is “How much money do I need?” The answer varies for everyone – but the one thing that remains the same is a solid plan to help you retire the way you want to retire. I’m here to help you get there.

Is your 401(k) enough for retirement? In many cases, it’s a good idea to have retirement savings beyond a 401(k). Doing so allows you to be more efficient when you generate income in retirement.

16/10/2020

These moments in time can help your kids build a solid foundation around money.

Learning the ins-and-outs of how money works is part of growing up. Here are some childhood milestones you can take advantage of to teach your kids about money management.

13/10/2020

There’s never been a better time to review your goals and measure those against your financial plan. Whether it’s buying a home or saving for retirement, I’m here to understand your evolving financial picture, meet your needs of today, and plan for what’s next. If we haven’t connected in a while, let’s talk.

12/10/2020

Please reach out if you’d like to discuss either of these repayment strategies.

While paying down debt can feel overwhelming, there are two popular repayment strategies that can help, known as debt snowball and debt avalanche. Here’s what to know about both.

08/10/2020

It’s worth your time (and money) to thoroughly review your options.

Open enrollment is the period of time to review your health care options and make any changes for the upcoming year. Here’s what to know before open enrollment.

06/10/2020

Being ready for anything means protecting your family from the unexpected. I’m here to show you what kind, and how much, insurance you need to protect the life you’ve worked so hard to build for you and your family. Ready to learn more? Let’s take the next step and have a conversation.

06/10/2020

If you’re a small business owner looking to create a financial plan, give us a call.

Many small businesses are struggling to navigate the coronavirus economy. This small business survival guide offers some strategies to help owners weather uncertain times.

05/10/2020

The online holiday deals season is unofficially kicking off this month.

Amazon Prime Day is this month, so expect to see a lot of bargains — including from competitors who are trying to compete. Here are 6 things to buy in October and 3 to skip.

01/10/2020

Test your knowledge to see how much you know.

For college students and recent grads, becoming financially independent is one of the hallmarks of entering adulthood. So, are you ready for financial independence? Take this quiz to find out.

30/09/2020

If you need help with your retirement planning, give us a call.

If your retirement plan has taken a hit during the pandemic, there are steps you can take to right the ship. Here are some strategies for how to stay on track for retirement.

28/09/2020

If this is on your mind right now, let’s take a look at your financial plan together.

If you’re thinking of having a baby right now, you may be wondering if you can still turn that dream into reality. Here’s what to consider if you're thinking of starting a family.

25/09/2020

Getting ready to get back into the workforce? Let’s talk about how this affects your financial plan.

Whether you’ve taken time off to raise kids or care for a loved one, it can be difficult to address an employment gap on your resume. Here’s how you can prepare for job hunting after taking a career break.

22/09/2020

If you need help with your family’s financial plan, we’re here to help.

The financial fallout from the coronavirus pandemic has forced many young adults to seek assistance from their parents. Here are 5 ways to set boundaries if you’re providing financial support to adult children.

21/09/2020

These tips will help you know if the new neighborhood you’ve been eyeing is worth the move.

The coronavirus is making many people rethink where to live. But if you’re thinking of relocating, here’s how to research a neighborhood online first.

18/09/2020

For when you need that hour of kid-free time.

If your regular child care options are no longer available and you're looking for help, an online babysitting service might be for you. But what is virtual babysitting? Here's what to know.

15/09/2020

Please reach out if this is an option that you’d like to consider.

Donating your life insurance to charity can be a good way to make a sizable donation to a cause that you’re passionate about. Here’s what to know about donating life insurance.

14/09/2020

If you’re looking to boost your income from home, consider these opportunities.

With all the extra time we’re spending at home, online side jobs can be a way to boost your income. Here are 12 ideas, along with expert advice for getting started.

10/09/2020

If you’d like to discuss your growing family’s financial plan, we’re here to help.

When you’re getting ready to have a baby, there are plenty of things to do and buy. In addition to picking out a new car seat and baby outfits, here are six things to check off your new baby financial checklist.

08/09/2020

We’re all thinking a little more about financial security these days.

A good financial plan fosters growth but also manages risk and protects your wealth from life’s uncertainties. Are your family’s finances protected? This quiz will help gauge your knowledge of key components of financial security.

28/08/2020