Videos by Adam Lucas - Northwestern Mutual in Greenwood Village. We help those with a philanthropic vision achieve lasting financial impact
This #AAPI Heritage Month, I'm excited to support AAPI small business owners. I'm committed to enhancing their success with tailored financial solutions that help achieve and protect their dreams. Reach out to see how I can assist you.
This #AAPI Heritage Month, I'm excited to support AAPI small business owners. I'm committed to enhancing their success with tailored financial solutions that help achieve and protect their dreams. Reach out to see how I can assist you.
Let's celebrate Asian American Pacific Islander Heritage Month by supporting those within this vibrant group. Together, we can strengthen and embrace the many cultures and legacies that unite us. How are you celebrating #AAPI Heritage Month?
Women's History Month Stat
Happy Women's History Month, everyone. I'm celebrating the fact that women are taking control of their financial futures and sticking to their plans for the long term—at triple the rate of men. Let's keep the momentum going. I'm working with women to grow their wealth, protect savings for their families, and maximize financial opportunities. Reach out to get started.
*2022 Financial Planning Benchmarking Study, Northwestern Mutual
Equal Pay Day 2024
Equal Pay Day symbolizes the extra time women would need to work (10 weeks) to catch up to men’s yearly wages. Want help narrowing that gap? I work with women to grow their wealth and achieve their goals. Reach out to learn more about Equal Pay Day and starting a financial plan.
*latest U.S. Census Data, 2022
TCJA Positive
For some, the coming historic tax changes are a source of worry. But I see it differently. With preparation and the right plan, big changes can be a big opportunity. But it’s important to get started soon. So reach out and let’s get you prepared.
International Women's Day 2024
Today I’m celebrating women maximizing their finances. I’m thankful that my career allows me to work with women in growing their wealth, protecting savings for their families, and making the most of financial opportunities. Tell me one of your financial goals in the comments.
Women's History Month
I’m proud to work at a company that supports and celebrates women—in a career where I get to work with women who are taking control of their financial futures. Happy Women’s History Month, everyone.
Good Plan TCJA
It’s true—the coming tax changes will be especially impactful for business owners and the wealthy. And while change is always a challenge, if we start planning now, we can turn this challenge into a real opportunity. So reach out and let’s get you prepared.
Small Buisness Tip
The long history of Black entrepreneurs beating the odds is both impressive and inspiring. It's not easy building a legacy. It takes a lot of early mornings and late nights. But if it's worth the work, it's worth protecting. Reach out and let's make sure your legacy is secure.
Big Tax Changes Are Coming
I get it, no one’s excited about talking taxes. But the coming changes are going to be especially impactful for business owners and the wealthy. The good news is, there’s still time to prepare and turn this into an opportunity. So reach out and let’s start planning.
BHM Business Stat
That's a big jump in just a few years. It's great to see more and more Black businesses popping up. If you're thinking of starting your own business, reach out anytime -and let's talk.
BHM Commitment
The way the Northwestern Mutual Black Founder Accelerator® invests in Black-owned businesses every year makes me proud. It's really making a difference. So, if you have a business you want to scale up and move forward, apply here: https://www.gener8tor.com/investment-accelerators/northwestern-mutual-black-founder-accelerator
Celebrating Black History Month
Happy #BlackHistoryMonth everyone. And there’s so much to celebrate. From art to science to business, and more, Black Americans continue to do great things for their communities and for the country. Comment below how you’ll be celebrating.
Retire with More Than Money
Retirement is full of opportunity. But it also presents some risks. Inflation, market volatility, health care— who knows what will happen? So, let’s make sure your retirement plan has you prepared for whatever comes along. #retirewithmorethanmoney
Leveling Up
Don’t let financial uncertainty hold you back. Kickstart your journey toward financial empowerment by DMing me today to get started.
Source: Northwestern Mutual Planning & Progress Study, 2023
https://www.northwesternmutual.com/financial/advisor/adam-lucas/?utm_source=facebook&utm_medium=organic_social&utm_content=_field&agentid=0K5732
Growing to Spending
You’ve been focused on growing your assets for years. But at some point, you’ll need to shift from growth to spending. Do you know when? Or how? Reach out and let’s make sure you make the shift at the right time and in the right way. #retirewithmorethanmoney
Snowball vs Avalanche
Credit card debt, high-interest loans—these are no one’s favorites. But managing, paying down, and eventually paying off your debt is key to reaching your goals. Two popular approaches are avalanche and snowball. See which one suits you here: https://www.northwesternmutual.com/life-and-money/guide-to-financial-planning-in-your-30s/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=planning_field&utm_term=planning-in-your-30s-debt&agentid=0K5732
http://adamlucas.nm.com?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=planning_field&utm_term=planning-in-your-30s-debt&agentid=0K5732
Hispanic Heritage Month
The Hispanic community continues to prosper. It's what inspires me to continue creating personalized strategies for clients to help grow their wealth while protecting everything they've worked so hard for. Let’s build your plan. #HispanicHeritageMonth
Source: Ipsos Affluent Study 2015-2020, 2020