Jaime Cuellar

We get this question a lot. The answer is that life insurance is not an investment. But when combined with other tools, like investments, it can add a lot of value to your financial plan.

How Life Insurance Adds Value to Your Financial Plan Is whole life insurance worth it? While whole life insurance isn't an investment, life insurance policies can benefit from cash value growth and dividends.

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte looks at how recent inflation trends have put the Fed on hold when it comes to rate cuts and what it means for the economy.

Investors Adjust to the Likelihood of Higher Rates for Longer Recent inflation measures have the Fed pumping the brakes on rate cuts. Get more in our Weekly Market Commentary.

The amount you have in savings is important, but how you’re saving can go a long way to help you get the most out of your money. I’d love to schedule time to learn more about your situation and show you how some simple tweaks can help you get more out of your savings.

Here's What Americans Have Saved for Retirement by Age, and What They Think They’ll Need See how you stack up with your peers and what you can do to maximize your savings.

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte looks at the latest inflation numbers and why a focus on valuations may be a good approach if the Fed holds rates higher for longer.

More Hot Inflation Data Dashes Hopes for Significant Rate Cuts More evidence of stubborn inflation may force the Fed to keep the brakes on the economy. Get more in our Weekly Market Commentary.

The markets had a strong first quarter despite inflation sticking around. Here’s a timely analysis from our chief investment officer about what lingering price pressures may mean for the Fed and economy.

Why Sticky Inflation Is Making Things Difficult for the Fed In Northwestern Mutual’s Quarterly Market Commentary, we look at how sticky inflation may signal the late stages of the economic cycle.

If you need help setting up a structure to track your expenses, we can help.

5 Steps for Creating a Monthly Family Budget Knowing where your money goes every month can free you up to splurge on fun activities. These 5 steps can help you get on the right track.

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte looks at the latest economic data and what it means for the Fed.

Timing of Rate Cuts Remains Cloudy Amid mixed economic data over the past week, investors are now solidly split on whether the Fed will cut rates in June. Get more in our Weekly Market Commentary.

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte digs into the latest inflation figures and why the Fed should think twice about cutting rates in the near term.

Latest Data Gives Fed Little Reason to Cut Rates The latest inflation data may have the Fed holding rates higher for longer. Get more in our Weekly Market Commentary.

If homeownership is your dream, I can help you create a financial plan to make that happen.

Your Complete Guide to Buying a Home Buying a home may be the biggest investment you’ll make. This 8-step guide can help you navigate the process and make a decision with confidence.

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte looks at the Fed’s latest economic forecasts and why expected rate cuts may not materialize as quickly as some investors think.

Markets Cheer Latest Fed Projections The latest economic forecasts from the Fed underscore the balancing act it faces on rates. Get more in our Weekly Market Commentary.

I can help you figure out the best way to save and grow your money based on your goals and timeline.

5 Smart Things to Do With Your Tax Refund Your first impulse might be to splurge on something you’ve been wanting to buy—and you should! But you can also set some aside for savings or paying off debt.

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte looks at the latest inflation data and the impact higher interest rates are having on consumers.

Signs of Lingering Inflation Raise the Stakes for the Fed The latest inflation data puts the Fed in a tough situation when it comes to cutting rates. Get more in our Weekly Market Commentary.

Northwestern Mutual’s latest survey of American’s finances shows financial insecurity on the rise. Whether you’re feeling insecure or just want to up your money game, these tips can help you to start playing offense.

Feeling Financially Insecure? How to Go on Offense With Your Money The best defense against feeling financially insecure is a good offense—also known as a financial plan. These steps can help you get in the game or level up.

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte looks at what the latest data has to say about the employment picture and what it means for the Fed.

Mixed Employment Data Highlights the Challenge the Fed Faces The latest employment data provides little clarity on when the Fed might act on rates. Get more in our Weekly Market Commentary.

As your life evolves, your need for life insurance also tends to change. Let’s sit down to make sure your plans match where you’re at in your life.

When Should You Reevaluate Your Life Insurance Coverage? Like many parts of your financial life, life insurance isn’t something you should set and forget.

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte looks at the latest inflation data and why it should be cause for concern by the Fed.

Trending Inflation Is a Cause for Caution Investors look past the trend in inflation as markets hit new highs. Get more in our Weekly Market Commentary.

Tax code can seem complicated, and it constantly changes. Working with someone who’s up to speed can make a big difference when it comes time to file.

How to Get a Bigger Tax Refund These steps could help you earn a bigger refund on your taxes this year

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte looks at a recent investor trend and the risk it poses.

The Risk Some Investors May Be Missing A recent investor trend may be putting some folks at risk. Read more in our Weekly Market Commentary.

When you’re strategic with your retirement savings, you can minimize how much tax you’ll owe today and in retirement.

Should You Contribute to a Roth or Traditional Retirement Account? Here’s why you should consider doing both.

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte looks at the latest inflation data and why the Fed may be compelled to hold rates at current levels for longer.

Hot Inflation Readings Dash Hopes for Near-Term Rate Cuts Latest Inflation data highlights that more progress is needed before the Fed cuts rates. Read more in our Weekly Market Commentary.

Working with a professional can help you both see your shared financial picture.

Why All Couples Need to Have the Money Talk—And How to Get Started Financial discussions may not seem romantic, but they can help you develop a new level of trust and understanding for each other. These tips can help.