Steve Rohr - TruNorth Advisors

If you have a large estate, or have a loved one who does, consider the approach of gifting during one's lifetime as a strategy to help reduce estate taxes! Here's a well-written article giving a brief overview of the concept.

If you find this tax strategy intriguing, let's talk!

The Estate Tax and Lifetime Gifting If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes.

There has been a lot going on behind the scenes this year!!

Long story short, conversations began and I received an offer that I ultimately accepted to now be an Advisor with a different company.

I’ll be doing nearly everything I’ve always done, just a few blocks away from where I was before, and with the ability to focus soley on keeping face to face meetings with everyone I care about and everyone that would like me to work with them to achieve their goals.

If anyone has any questions about logistics or would like to talk for the first time if we haven’t yet, feel free to reach out to me!!

God bless!

I’m going to start showing this video to my clients when I ask them what sort of lifestyles they’d like to have in retirement and they tell me they have no idea.

Santa Clause and his rocket sleigh! Crazy Rocketman Santa takes off in his Rocket Sleigh.

Whether you’re just starting to invest or have been investing for years, it can be difficult to know which types of investments are best suited for your current situation. Reach out if you’d like help managing your portfolio.

Types of Investments and How To Make The Most of Them Learn more about common types of investments—including mutual funds, stocks, bonds and exchange-traded funds.

Northwestern Mutual announced their 2024 dividend payout— an expected $7.3 billion. The largest-ever. I’m proud to be part of a company that shares their success with clients, and whose financial strength allows us to be there for them through all economic conditions. Get more details: http://spr.ly/6185unDAP

This is incredibly exciting, guys! Everyone who has a Northwestern Annuity, Disability policy, and/or Whole Life Policy, should be pumped about this. No one else in the industry is paying out dividends even close to this for their policy owners.

If you haven’t built in any safe money assets to your balance sheet yet and have questions about changing that, hit me up today!!

Northwestern Mutual to Deliver Record-Setting $7.3 Billion in Dividends to Policyowners Northwestern Mutual announced today that it will continue its longstanding tradition of awarding its policyowners a record-setting and industry-leading annual dividend – a sum expected to reach...

Wishing everyone a wonderful Labor Day weekend!

You may already be actively invested in the world of Multifamily Investments.

You may be very interested in getting into Multifamily Investments.

Is there still a point in doing comprehensive planning for you and your family and/or your business?

Can all of your investments be integrated in a single comprehensive plan even if you work with multiple advisors?

The short answer - Absolutely. Let’s talk!

You’ve worked hard to set up your family’s financial success. Now it’s time to plan for future generations. Legacy planning can seem complex, but ultimately it will be fulfilling.

Here’s something that might surprise you: 1 in 4 of today’s 20-year-olds will experience a disability by age 67. But protecting your ability to earn a living can help make sure your life, and goals (like retiring), won’t get derailed. Reach out and let’s talk about it.

Source: U.S. Social Security Administration, April 2021

https://www.northwesternmutual.com/life-and-money/steps-for-financial-planning-throughout-your-life/

What to Know About Financial Planning Throughout Your Life It’s not uncommon to think financial planning isn't for you. But anyone can benefit from taking steps for financial planning throughout your life.