Joel Stapleton - Northwestern Mutual

Starting in 2023, Social Security benefits checks are going up 8.7%—the largest increase in more than four decades.

Thanks to a Cost-of-Living Adjustment, this boost will give recipients around $1,615 more than in 2022 to help offset the impact of inflation. I can show you how Social Security benefits can be an important part of your retirement plan. Message me to get started.

New to investing? We break down some of the most common types of investments. Please reach out if you’d like help getting started and seeing how investments fit into your larger financial plan.

Types of Investments Learn about the different types of investments, including stocks, bonds, mutual funds and exchange-traded funds, and how to make different types of investments.

Whether you’re dreaming about a new career, pursuing a passion project or retiring early, you’ll need to prepare to transition from dual incomes to one. Please reach out if you need help figuring out the impact of downsizing to a single income.

8 Ways to Prepare for Downsizing to a Single Income If you and your partner are thinking about going from two incomes to one, here are eight financial considerations to think through first.

Northwestern Mutual announced another record-breaking dividend payout of $6.8B. I’m proud to be part of a company that lets us share our success with our clients while maintaining financial strength so we can be there for them when they need us most. http://bit.ly/3Fkbkm3

Maybe you realized the life you truly want. You decided you’ll get there someday. And you will—because someday starts today. I can help you take your plans off pause. Reach out to get started.

Investors continue to parse and react to often conflicting data as they try to anticipate when the Federal Reserve may ease up on rate hikes. See Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s latest take on where the economy may be headed and why a drop in price pressures may be on the horizon.

Inflation Fears Fuel Another Volatile Week We look at the latest inflation data and retail sales figures to determine where price pressures may be headed in the coming months.

Why wait until someday when the life you really want to be living can start today?

We design financial plans differently—not just to help you reach the goals you have for tomorrow, but the goals you have today, too.

Reach out and see how we’ll tailor your financial strategy so that someday can come a lot sooner.

Year end is an ideal time to review your finances as you prepare for whatever the new year brings your way.

Your Year-End Financial Checklist The end of the year can be the perfect time to step back and review your finances. Our year-end financial checklist can help.

Everyone can benefit from some level of financial planning, regardless of how much money they have or their age. If you’re ready, reach out to get started!

Why You're Never Too Young to Have a Financial Plan You’re never too young to start dreaming about your future. So it’s never too early to create a financial plan that can help you fulfill your goals.

Most of us have our money on the brain as we go through open enrollment. Here are a few things you can do to put yourself in a position to finish the year strong.

5 Ways to Improve Your Finances in October Now that you’re back into your fall routines, here are 5 ways to improve your finances in October.

This is the kind of story we help clients with every day. Let’s get started on yours.

How Financial Planning Helped This Musician Turned His Passion Into a Career Musician Jonny Lipford turned his love of the Native flute into his career. Read how a financial plan helped him do it.

Let’s have a conversation to make sure you’re financially prepared for retirement.

4 Steps That Help Assess Your Financial Security for Retirement These 4 key moves can help you figure out if you need to shift your retirement strategy.

Data is solidifying around an improving picture on inflation. See Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s weekly take on the latest data.

The Improving Inflation Picture Wall Street rallies as CPI and the University of Michigan’s consumer sentiment survey show signs of inflation subsiding

We can help you prioritize your financial goals and create a personal financial plan.

Should You Pay Off Debt or Start Investing? Ask Yourself These Questions First If you’re wondering if you should pay off your debt or start investing, you may find you can do both. Answering some key questions can help you get started.

Investing during retirement is challenging. Here are steps to help you make your nest egg last.

Handling risks during retirement

If you’d like to discuss how your short- and long-term goals fit in to your overall financial plan, let’s talk.

5 Ways to Improve Your Finances in June This month, consider a mid-year check-in on your finances. Here are 4 other ways to improve your finances in June.

The economy is shifting gears back to a more normal pattern, here’s what that could mean for investors.

An Economy Shifting Gears on the Road to Normal The return to normal has been bumpy and is causing investor angst, NM’s Chief Investment Officer Brent Schutte explains why current pessimism may be overblown.

Keeping money in a savings account is smart, but only to a point.

How to Put Your Excess Savings to Work Amassing a large savings account is a great financial foundation. Here’s what to do with extra savings once you’ve covered the financial basics.

Here’s a good primer on interest rates and some context about what increasing rates mean for you.

What to Know About Rising Rates At first, interest rates going up may seem like a bad thing. Learn more about why they’re increasing and the impact that may have on you.

Memorial Day deals aren’t the only sales to watch for. Here’s what else to look for in May.

4 Things to Buy in May — And 2 You Should Skip Inflation is still a concern, but you can still find deals on pet supplies, Mother’s Day gifts and appliances. Here are 4 things to buy in May and 2 to skip.

To be sure, this is a tricky family conversation. But if this is a concern for you, there are planning techniques available to accomplish the goal.

Can I Leave Money to My Kids But Not Their Spouses? Trying to think of ways to leave money to your kids but not their spouses? Here’s how to minimize a spouse's access to an inheritance.

Let’s talk if you’re trying to prioritize multiple financial goals.

Should You Pay Off Your Mortgage Faster or Save More for Retirement? Should you pay off your mortgage or save for retirement? Here’s what to know before you make a decision.

Here’s great financial advice from our CEO John Schlifske: “Stay focused on the long-term, no matter what is happening all around us.” He shares more in this extensive Fortune interview.

Northwestern Mutual CEO: "Look at volatility as an opportunity not a risk" CEO John Schlifske says "recession is a long way off."

This is great insight from our chief investment officer about the factors that may influence the Fed’s rate hike cycle. Please reach out if you’d like to discuss how the changing environment may affect your financial plan.

Another Inflationary Shock to Contemplate In Northwestern Mutual’s Quarterly Market Commentary, we run down the factors that are likely to influence how the Fed will proceed with its rate hike cycle.