Kyle Wurtzel - Northwestern Mutual

Kyle Wurtzel - Northwestern Mutual

Kyle Wurtzel, Northwestern Mutual Wealth Management Advisor, helping individuals & small business ow Financial success doesn't happen by chance.

It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning. When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow. Whe

What to Know About Tax Deductions for Businesses 09/03/2022

You may be able to deduct more than you think.

What to Know About Tax Deductions for Businesses If you recently started a business, it’s OK if you don’t know what kinds of expenses you may be able to deduct. Learn more about tax deductions for businesses.

5 Things to Buy in March — And 3 You Should Skip 03/03/2022

Despite a lack of big promotions, March isn’t short on bargains. Here are the best deals to look for this month.

5 Things to Buy in March — And 3 You Should Skip This month ushers in daylight saving time, the spring solstice and plenty of deals for savvy shoppers. Here are 5 things to buy in March and 3 to skip.

Fed Makes Subtle Message Shift 01/02/2022

Chief Investment Strategist Brent Schutte gives his take on the Fed and other market-moving news we’re watching.

Fed Makes Subtle Message Shift Fed Chairman Jerome Powell emphasizes price stability his in January policy briefing.

Photos from Spoonful of Imagination's post 12/01/2022

Grateful to be able to support my community, Spoonful of Imagination, and Warsaw Community Schools. I’m looking forward to doing this again next year!

Timeline photos 11/01/2022

We realize the financial impact can have on a family. That’s why we’re honored to help survivors and siblings pursue their dreams. Applications for this year’s scholarships are open until Feb. 2. To learn more or apply, visit https://bit.ly/3fcseor.

Timeline photos 05/10/2021

From dynamic markets to buzz about tax law changes, I’m here to make sure your financial plan is still on track. Even if you just have a question or two, I’m here to help.

How the Proposed Tax Changes in the Congressional Budget Bill Could Affect You 01/10/2021

We’re paying attention to how these proposed changes could affect your financial planning.

How the Proposed Tax Changes in the Congressional Budget Bill Could Affect You The Build Back Better Act includes a slew of proposals that aim to raise taxes and modify the national tax code. Here’s what you need to know about the possible changes.

Photos from Northwestern Mutual - Indiana's post 23/09/2021
WATCH: Setting your kids up for financial success 14/09/2021

There are some simple and easy ways you can help set your kids up for financial success. My colleague, Grant Goeglein, recently shared some great tips during a segment on ABC21 WPTA!

https://wpta21.com/2021/08/16/watch-setting-your-kids-up-for-financial-success/

WATCH: Setting your kids up for financial success With kids heading back to the classroom, now is a good time to make sure they have the tools they need to be successful financially.

13/09/2021

Thank you Kyle Wurtzel - Northwestern Mutual for partnering with Spoonful Studio and Warsaw Community Schools in the 2021-2022 school year to help bolster our school's art programming, while connecting with kids who are in need. We know art does so much to develop healthy brain activity and promote emotional and mental health.

We are so thankful that together we can encourage teachers and students with a creative experience over a subject they are learning about in class. Thank you for partnering with us to impact leaders and future leaders together!

Timeline photos 08/09/2021

🎓 Scholarship for Hispanic Students 🎓

Are you a college freshman or sophomore? Already dreaming of graduating and being financially independent? Join us on Thursday, Oct. 7, 6-8 p.m. EST, for a virtual Financial Empowerment workshop to help you own your future.

You'll learn fundamental financial skills like budgeting, credit education, and investing.

Bonus! After attending this webinar and submitting a short summative video, you may be eligible to receive a $2,000 scholarship.

Learn more: https://bit.ly/2WTdl4H

Latino Veterans Legacy of Valor Foundation Milwaukee

What Is Wealth Planning? 27/08/2021

Your financial picture naturally grows more complicated as your wealth grows over time.

What Is Wealth Planning? As your net worth grows, the complexity of your financial situation also increases. That’s where wealth planning services can help you feel more confident about your financial choices.

Timeline photos 03/08/2021

At , we strive to build a culture that embraces diversity, equity, and inclusion. We’re proud that our ongoing efforts are making a visible impact in our workplace and communities, and have been recognized by Northwestern Mutual.

Markets Will Get a Lot of Data This Week 14/07/2021

The markets may see some volatility this week, as a number of reports are due out. See what Northwestern Mutual Wealth Management Company Chief Investment Strategist Brent Schutte is watching in this week’s Market Commentary.

Markets Will Get a Lot of Data This Week A data-heavy week could fuel market volatility in the coming days. See our take in Northwestern Mutual Market Commentary for the week of July 12, 2021.

Markets Bolstered by Consumer Confidence, Job Growth 09/07/2021

Despite surging cases last fall, markets rose on expectations for a return to normal. In this week’s Market Commentary, Northwestern Mutual Chief Investment Strategist Brent Schutte says data show that that we are indeed returning to normal.

Markets Bolstered by Consumer Confidence, Job Growth Last fall, investors “priced in” a summertime return to normal, which, based on recent data, appears to be where we are today. More in Northwestern Mutual’s Market Commentary for the week of July 6, 2021.

Are Rising Prices Here to Stay, or Temporary? 02/07/2021

Prices are being driven higher by a combination of supply constraints and base effects.

Are Rising Prices Here to Stay, or Temporary? With the cost of many goods and services increasing, are rising prices here to stay? Here are some things to consider if rising prices, or inflation, is on your mind.

Timeline photos 29/06/2021

Congrats Dean!

This , we’re honoring our very own Dean Sangalis. A two-star major general turned financial specialist, Dean has impacted thousands over his 65-year career at Northwestern Mutual. In many ways, he set the standard for what it means to be an advisor.

“There’s one thing I learned in the Marines,” says Dean, who commanded the 2nd Battalion, 24th Marines. “You must grow and adapt to move forward.”

We recently named our state-of-the-art training facility after this extraordinary servant leader. Located at ’s Indianapolis headquarters, the Dean Sangalis Training Center will serve as a reminder to future generations that success—in business and in life—requires a growth and people-first mindset.

Inflation Surges, But There’s More to The Story 24/06/2021

Northwestern Mutual Chief Investment Strategist, Brent Schutte, explains why May’s headline inflation number is misleading.

Inflation Surges, But There’s More to The Story Headline inflation has reached a nearly 13-year high, but it was pushed higher by a few outliers — reality, according to data, is more muted. We take a closer look in Northwestern Mutual’s Market Commentary for the week of June 14, 2021.

Timeline photos 17/06/2021

Our team had a great time last night at the Big Brothers Big Sisters Bowl for Kids' Sake! We are proud to have exceeded our office fundraising goal in support of such an impactful organization that ignites, empowers, and defends potential!

Photos from Matt Henry - Managing Director and Financial Advisor's post 09/06/2021
Timeline photos 31/05/2021

Memorial Day is a time to remember and honor generations of Americans who gave their lives while serving in our country's Armed Forces. It's a chance to reach out to the families who are survivors of those great men and women. Here's to the heroes who gave the ultimate sacrifice.

Inflation Returns 25/05/2021

Data over the past week shows some of the strongest year-over-year inflation in recent memory. See Northwestern Mutual Wealth Management Company Brent Schutte’s take on the numbers in this week’s Market Commentary.

Inflation Returns Inflationary pressures are rising from low comparisons in 2020, according to two key price measures. At the same time, the economy appears strong and has the support of an accommodative Federal Reserve. Here's Northwestern Mutual's Market Commentary for the week of May 17, 2021.

2021’s top emerging financial trend: an urgency to live right now 18/05/2021

Americans aren’t deferring dreams any longer. Our CEO explains how financial plans are changing so people can live their lives right now.

2021’s top emerging financial trend: an urgency to live right now As we push to move beyond the pandemic, there’s a new reality emerging in financial planning and how people are thinking about money. It’s changing the way our clients think about their financial plan – and it’s changing the way many of our advisors work with clients.

Broad Growth Continues 11/05/2021

Northwestern Mutual Wealth Management Company Chief Investment Strategist Brent Schutte says the U.S. economy appears to be in a sweet spot.

Broad Growth Continues First-quarter GDP demonstrated a broad U.S. economic recovery, and more government stimulus could be on the way. Here's Northwestern Mutual's Market Commentary for the week of May 3, 2021.

What to Know About Annuities and Taxes 04/05/2021

Annuities can be a great part of an overall financial plan. Reach out if you’d like to discuss how they could fit into your plan.

What to Know About Annuities and Taxes Given the complicated tax rules around retirement accounts, it can be natural to wonder: How is an annuity taxed? We break down how tax rules apply to annuities.

More Evidence of a Broadening Recovery 27/04/2021

Retail sales data show solid growth in every category. See what our Chief Investment Strategist, Brent Schutte, is thinking about the latest data.

More Evidence of a Broadening Recovery A busy week for economic data both in the U.S. and abroad showed signs that the post-pandemic economic recovery continues to broaden. Here's Northwestern Mutual's Market Commentary for the week of April 18, 2021.

Easy Monetary and Fiscal Policy Conversation Shifting 20/04/2021

First-quarter 2021 led to a broadening and strengthening U.S. and global economy. Our Chief Investment Strategist Brent Schutte shares what you need to know.

Easy Monetary and Fiscal Policy Conversation Shifting As the economic recovery broadens and America appears poised for some of the strongest growth in a generation, the conversation around accommodative fiscal and monetary policy may be changing. We break down our outlook in Northwestern Mutual’s Quarterly Market Commentary.

Economic Momentum Continues 13/04/2021

As we close the first quarter of 2021, economic data continue to point to a growing economy.

Economic Momentum Continues The March employment data did not take a holiday on Friday, and signs are pointing to robust economic growth in the first quarter of 2021. Here's Northwestern Mutual's Market Commentary for the week of April 5, 2021.

Timeline photos 08/04/2021

"Riley Children's Health gave me my life back, and I’m so grateful!”

Kathleen Soller, a recipient of our Survivor Scholarship, knows what it takes to overcome a life-threating illness. Six rounds of chemotherapy gave Kathleen a second chance at life. Now she’s using every moment to help those who need it the most.

We’re so proud to support Kathleen’s fundraising goal at St. Mary’s College Dance Marathon. You can, too: https://bit.ly/3ms3H1o

What Is a Good Age to Get Life Insurance? 06/04/2021

If you’re considering getting life insurance but not sure what type of coverage you need, get in touch.

What Is a Good Age to Get Life Insurance? What is a good age to get life insurance? Although younger is better, you should really be thinking about the times in your life that warrant getting life insurance. Here are a few to check out.

Our Story

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

When it comes to your financial goals, each decision you make and action you take will have a significant impact on your future financial circumstances. A good financial blueprint will lay out what you need to do today to achieve your goals tomorrow.

When it’s a matter of planning for the future, realizing the need to take greater control over your financial life is the first step. Choosing to work with someone who has the ability and resources to best address those needs is the next.

As your Wealth Management Advisor, I will listen, clarify and help prioritize your goals and aspirations before developing a personalized financial plan designed to help you achieve your vision for the future.

Let me help you ensure your financial future is all you want it to be.

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