Adam Lucas - Northwestern Mutual

Research shows a comprehensive financial plan with Northwestern Mutual can help you feel better about your money—and life in general. Reach out to get started on yours.

Feel Better About Your Money—and Your Life Research shows a comprehensive financial plan with Northwestern Mutual can help you feel better about your money—and life in general.

Some folks are more accepting, others more cautious. See where you stack up—and how Northwestern Mutual is approaching AI.

How Americans Feel About AI and Their Money How comfortable are you when it comes to AI and your money? See how we’re thinking about AI at Northwestern Mutual.

Taxes are set to rise substantially in 2026 for owners of LLCs, partnerships, sole proprietorships and S-Corps. But there’s still time to take advantage of today’s lower tax rates. Reach out today and let’s work together to get prepared.

Learn more about this tool for securing your financial future—it’s not just for the rich.

What Is a Trust? A trust lets a trustee hold assets on behalf of a beneficiary or beneficiaries. Learn what a trust is, how it works, types of trusts and how to set up a trust.

You’ve spent so much time putting money into your 401(k)—but have you ever thought about what happens when it’s time to take it out?

How Does a 401(k) Work When You Retire? How does a 401(k) work when you retire? While it's an important source of retirement income, it’s just one part of your long-term strategy.

SLATs can be an important estate planning tool for couples in certain situations. And with the lifetime estate tax exemption set to roughly halve at the end of 2025, now is an opportune moment to begin planning. I can help you get started.

Should You Consider a Spousal Lifetime Access Trust (SLAT) A Spousal Lifetime Access Trust can be an important estate planning tool for certain high net worth individuals. Here’s what to know.

I am celebrating Heritage Month by highlighting AAPI women. As of 2023, inclusion of AAPI women in the workforce rose to 59%. At Northwestern Mutual, I'm dedicated to supporting their success and stability through tailored services, empowering their journey to a brighter future. Connect with me to find out more.

Independent research finds that investments alone will only take you so far. I can help you build a plan to make your money work harder.

The Secret That Could Help Your Savings Go Further in Retirement Life insurance in a retirement plan? According to a recent analysis from professional services company EY, an integrated approach to long-term financial planning can produce a better outcome in retirement.

Many families live in multigenerational households. This common tradition is a reflection of the community's strong family values. This AAPI Heritage Month, connect with me to discover how I can help you plan your family's financial future.

Northwestern Mutual’s latest survey shows that a remarkable 95% of parents who are saving for college expect to cover more than half of the cost for their children. If this is one of your top goals, I can help you find the savings options that would work best for your family.

College Savings Plans: 6 Options to Consider When it comes to saving for your child’s college education, you may have a wider range of options than you realized. Here are six of the best ones.

Let’s make sure you’re one of the few who’ll be prepared. With many of the provisions of the Tax Cuts and Jobs Act projected to sunset in 2025, now’s the time to get ready. Reach out soon and let’s make the most of this historic opportunity.

Reach out if you’re looking for help creating a debt-reduction strategy.

Want to Get Out of Debt Faster? 4 Things to Ask Your Credit Card Company Right Now Most credit card issuers want to keep you as a customer, so it’s worth asking them for more favorable terms. These tips can help you get started.

Retiring at different times brings unique challenges and opportunities. Reach out if you need help ironing out the details so you can enter retirement feeling confident.

5 Things to Consider When You Retire Before Your Spouse If you decide to retire before your spouse does, there are a few things you should know. Here are 5 things to know if you’re retiring before your spouse.

Should an ILIT be a part of your estate plan? With the current estate tax exemption set to halve at the end of 2025, now is an opportune moment to revisit (or start) your plan. Connect with me for personalized advice.

What Is an Irrevocable Life Insurance Trust (ILIT)? Learn how an irrevocable life insurance trust (ILIT) works, and how an ILIT can benefit you, including how an ILIT can protect your life insurance from estate taxes.

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.

Are you ready for potential income tax increases in 2026? Here are six ways to get the most out of your money. Reach out for personalized advice.

Taxes on the Rise: 6 Planning Tips to Help You Save Money Your income taxes may go up in 2026. Here are six planning tips to help you get the most out of your money.

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.

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.

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.

Today’s historic estate tax window closes at the end of 2025. That may seem far off, but if you want to leverage this opportunity, it's important to act quickly. Start by reading this short article, and then reach out so we can build a plan, together.

Historic Estate Tax Window Closing: Secure Your Legacy Today Today’s estate tax exemption is at a historic, all-time high. But that all changes at the end of 2025. Act now to leverage this “use it or lose it” opportunity.

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.

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.

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.