Mike Cohen CLU- Northwestern Mutual
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43212
Yard Street
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Rivers Edge Drive
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Michael B. Cohen is a Northwestern Mutual advisor who helps individuals and small business owners.
If your wealth is growing, that’s good news! But it may not feel like such good news when it comes to taxes. If you have questions about how your gains are taxed, let’s talk.
What Is Capital Gains Tax? What is capital gains tax? Learning these basic terms can help you figure out when—or if—you have to pay them.
When it comes to taxes, different retirement accounts work in different ways. If you know what you’re doing, you can use this to your advantage.
Here's How Different Types of Retirement Savings Are Taxed Different types of retirement savings are taxed in different ways. When you know how, you can use this to your advantage to minimize the impact of taxes.
Retirement is a critical time to work with an advisor to ensure you’re not paying unnecessary taxes on your hard-earned retirement savings.
How to Reduce Your Taxable Income in Retirement With some strategic planning, you can manage the impact of taxes on your retirement income.
A financial advisor can help with any financial task on your to do list—from deciding how much to contribute to your 401(k) to getting ready to file your taxes.
What Happens If You File Taxes Late? Learn what happens if you file your taxes a day late, whether there's a penalty for late filing, and what happens if you miss the tax deadline in April.
For small business owners, long-term financial planning is critical for continued growth. Reach out today and I can help you build a financial plan that focuses on the future.
Want me to let you in on a little secret? No matter how far along you are in meeting your goals, I can help you get there faster and with more clarity and ease. Contact me to get started!
Roth IRAs are a great way to help minimize the amount you’ll owe in taxes over time. See more about how they work and please reach out if you have any questions or would like to discuss adding one to your financial plan.
What Is a Roth IRA? A Roth IRA is a great tool to help you save for retirement while minimizing taxes.
Our CEO John Schlifske announced our 2022 financial results and once again, our 165-year-old company remains historically strong! As a member of Northwestern Mutual's field force, I'm grateful for the opportunity to help drive our growth by delivering exceptional value to our more than five million clients.
Calm and confident in the storm Today, I’m proud to announce Northwestern Mutual’s 2022 financial results. Once again, our 165-year-old company remains historically strong.
If you have a 401(k) or an IRA, you’ll want to know what this is.
What Is an RMD? What is an RMD? Recent legislation has changed some of the rules pertaining to retirement accounts. Here's what to know about required minimum distributions.
These are some common questions people have been asking about the Silicon Valley Bank failure.
What to Know About Silicon Valley Bank The recent failure of Silicon Valley Bank has left investors with a number of questions. Here are answers to some of the concerns surrounding the bank’s demise.
Are you losing money on your taxable investments? Let’s discuss whether tax-loss harvesting is the right strategy for you.
How Does Tax-Loss Harvesting Work? A tax-loss harvesting strategy offsets your capital gains through investment losses. Read more to learn how tax-loss harvesting may help lower your tax bill.
The scary truth? Your income isn’t fully protected with your employer-provided insurance policy. Let’s work together to make sure you’re comfortable with your level of protection.
Is Disability Insurance a Good Idea? Is disability insurance a good idea? Learn more about what it protects and how likely you are to need it.
Here are some of the key provisions that could impact your retirement planning. As always, please reach out if you’d like to discuss your plan.
What You Need to Know About How the SECURE Act 2.0 Could Affect Your Retirement Planning The SECURE Act 2.0 aims to help people save more for retirement. Here’s what you need to know about how the provisions may affect you.
Let’s talk about how to work saving for college into your financial plan.
Feeling Behind on College Savings? Here Are 4 Ways to Help Cover College Costs Here are some ways to help cover college costs if you think you haven’t saved enough.
Why the value of your savings account isn’t necessarily its real value.
What Is the Money Illusion? The money illusion creeps into all facets of finances; here’s how to prevent it from playing tricks on your finances.
Tips to help you and your budget before you restart your payments.
Student Loan Repayment Pause Has Been Extended — Here’s What to Do Next Repayment of student loans will resume on May 1. Here’s what to know before you ease back into your payments.
Despite a lack of big promotions, March isn’t short on bargains. Here are the best deals to look for this month.
4 Things to Buy in March — And 2 You Should Skip March may not be the best-known month for sales, but savvy shoppers will still be able to find deals. Read about 4 things to buy in March and 2 to skip.
If you have a 401(k) or an IRA, you’ll want to know what this is.
What Is an RMD? What is an RMD? If you’re approaching the age of 72, here's what to know about required minimum distributions.
Today the Fed announced a .25 percent hike in its key interest rate, kicking off what is likely to be a number of rate hikes through the year. But don’t worry just yet. See our analysis on how markets performed through past rate hike cycles: bit.ly/3u6OLtw
A new report says the Social Security trust fund will be depleted in 2034, but that doesn’t mean you won’t get benefits. Please reach out if you’d like to discuss your retirement income plan.
Will Social Security Be Around When I Retire? A recent report found the Social Security Trust Fund will be depleted in 12 years. So if you’re wondering “Will Social Security be around when I retire?”, here’s what you need to know.
A long-term disability can have a significant impact on your financial planning in the event you get sick or hurt and can’t work. I’d love to connect to show you how disability insurance can benefit you.
How Does a Disability Insurance Benefit Work? How long does long-term disability insurance last? Some policies pay for a set number of years, but many last until you reach a certain age - learn more here.
No matter the size of your estate, there are several ways you can ensure some of your assets reach a charitable cause you are passionate about.
How to Leave an Estate to Charity Typically, assets in your estate are left to close relatives, but you may also want to give a portion, or all, of your estate to charity. If that’s something you’re considering, here’s how to leave an estate to charity.
Your number may be different from someone else’s — and that’s OK.
How Much Does the Average 60-Year-Old Have in Retirement Savings? How much does the average 60-year-old have in retirement savings? The better question may be, how much do you need to support your retirement vision?
This is the time of year to be proactive about your finances so you can hit your goals in 2022 and beyond. Consider the tips in this financial checklist, and please reach out if you have any questions or would like to dig deeper into your financial plan.
Your 2021 Year-End Financial Checklist The closing months of the year are an ideal time to be proactive about your finances and set yourself up well for 2022 and beyond. Here’s your 2021 year-end financial checklist to help you get started.
Life insurance can play an important role in a retirement income plan. Please reach out if you’d like to discuss your plan.
Should You Keep Your Life Insurance in Retirement? When the mortgage is paid and the kids are out of the house, it can be easy to wonder, do you need life insurance after 65? But there may be reasons to keep your policy.
If you’re thinking of finally planning a family trip, these tips could help you save.
5 Tips That Helped Us Save on Family Travel During the Pandemic After a year in quarantine, this family finally decided to take a vacation. Here’s how they saved money on travel during the pandemic.
If you are looking to launch your own startup, we can help you make a plan for your business.
Fiveable CEO Amanda DoAmaral on Embracing Disruption as an Entrepreneur Fiveable CEO Amanda DoAmaral founded her company to address a gap in high school AP education. She explains why entrepreneurs should embrace disruption and challenge the status quo.
For this mom, rethinking the family vacation was better for her stress (and her budget).
How the Pandemic Changed the Way Our Family Travels — for the Better Pandemic travel restrictions ended up changing the way we think about our family vacations — for the better. Here’s how COVID-19 changed the way our family travels.
A little preventative maintenance can go a long way toward protecting your investment.
4 Home Maintenance Tips for First-Time Homeowners Preventative home maintenance can help you avoid costly repairs down the line. Here are tips first-time homeowners should know.
Wondering if you have enough life or disability insurance coverage? Let’s talk.
5 Ways to Improve Your Finances in May Whether you still need to file your taxes or have a vacation on your mind, here are 5 ways to improve your finances in May.
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