Northwestern Mutual
Let us help you get the most out of life with a good financial plan.
The company was established 160 years ago as a “mutual” – so, for the benefit of its policyowners – and remains so to this day, with a unique culture dedicated to helping families and businesses achieve financial security. Company Credo:
The Northwestern Mutual Way
“The ambition of The Northwestern has been less to be large than to be safe; its aim is to rank first in benefits to policyowners rat
Could your money be working harder for you? Even with a good plan in place, there’s always room to grow. But how? Get inspiration from our new podcast— “A Better Way to Money™”. Coming in September - listen on your preferred podcast platform.
Are you one of the 40% of Boomers, 65% of Gen X, 73% of Millennials, or 80% of Gen Z without a will? See why it’s so important to have one. http://spr.ly/6189mXHQl
*Planning and Progress Study, 2024.
It's time to tap into your Tamagotchi caregiving skills and give your retirement the commitment.
Independent analysis shows that clients with a comprehensive financial plan understood their bigger financial picture, had confidence in the progress of their goals, and felt emotionally better in other areas of life compared to people without one. If that's what you're looking for, reach out and let's talk about a better way to money.
Source: Assessing the Value of a Holistic Advisor, Dr. Hal Hershfield, 2023
Like a doctor, a financial advisor like Devin Cornelius can be a big help. But first he’ll need to know all your symptoms—not just some. So tell, your story and let’s make a plan for your financial health.
If there's one thing a Northwestern Mutual financial advisor is known for, it’s how to start better conversations. That’s why we asked some of them to share their best conversation starters in the hopes of inspiring others to have a better conversation of their own. Share one from this post with a friend or loved one, and begin the path to a better way to money.
08/19/2024
Markets surged last week on encouraging economic headlines. Chief Investment Officer Brent Schutte digs into the details and provides a look at what the headlines may have missed.
Why Not Too Hot nor Too Cold May Not Be Just Right Economic headlines last week offered an incomplete story of the economy. We sift through the details for a clearer picture.
Revealing blind spots and finding you opportunities—that’s what our advisors are here for. And it starts with having a better conversation. Here’s Wealth Management Advisor Robert Caraveo talking about how so many people lack protection of their most valuable asset.
Open up to smarter school shopping with three A+ tips that’ll help make your money go further this year. http://spr.ly/6183lzRgz
Are you looking for the right financial advisor to fill in the blanks? Northwestern Mutual will partner with you on solving the puzzle of life by having better conversations with you which brings you to a better way to money. Reach out to us now. http://spr.ly/6188l6Ggy
08/12/2024
Recent economic data shows why a soft landing may be difficult for the Fed to achieve. Chief Investment Officer Brent Schutte weighs in with his take on what investors should consider as they prepare for more bumps ahead.
Markets Bounce Back, but Risks Remain Last week’s market volatility may be just the beginning. We look at how investors can brace for more turbulence ahead.
What’s on your bucket list? Exploring the Great Pyramid? Maybe touring a local vineyard? No matter what you dream of doing, a Wealth Management Advisor like Jessica Veitch can help you bring your list to life.
When it comes to raising kids with a healthy relationship to money, better conversations lead to better habits–that’s what we discovered based on the research we conducted. So, start talking to them about spending and saving today and watch them find a better way to money tomorrow.
*Source: Assessing the Value of a Holistic Advisor, Dr. Hal Hershfield, 2023
Only 1 in 4 Americans plan to leave an inheritance. Learn more about what you can do today to leave an inheritance in the future. https://bit.ly/3Yy9ask
*Planning and Progress Study, 2024.
08/05/2024
Will a September rate cut be enough to prevent the economy from tipping into recession? Chief Investment Officer Brent Schutte weighs in with his take.
Fed Signals Rate Cuts Are Coming—Now Comes the Hard Part News of a likely rate cut in September was overshadowed by weak economic data. We look at why investors’ concerns are warranted.
Your experiences, your goals, and your life—that’s what our advisors are looking to understand when they sit down with you. They’ll ask you deeper questions to connect you to better solutions. Watch Wealth Management Advisor Amber McNeil reveal her favorite question to ask.
Life is good. But it does have its risks. Our financial advisors can help you be better prepared for whatever might come your way. Hear Ron Harris talk about one of the most important parts of financial planning.
When you have a good financial plan, you just worry less. At Northwestern Mutual, it's our advisors' job to give everyone the same confidence that comes with being prepared for life’s unexpected moments and bring you closer to living stress-free.
Source: Assessing the Value of a Holistic Advisor, Dr. Hal Hershfield, 2023
07/29/2024
Conflicting data gives some investors hope the Fed can achieve a soft landing. Get Chief Investment Officer Brent Schutte’s take as he explores the latest stock market trends, inflation data and Fed strategies in this week’s Market Commentary.
Markets End Volatile Week on High Note Amid Mixed Signals In this week’s Market Commentary, Chief Investment Officer Brent Schutte explores the latest stock market trends, inflation data and Fed strategies.
Pack your suitcase, your hard-earned savings are your ticket to your next adventure. Where are you jetting off to?
07/22/2024
Investors move away from big tech as speculation about a potential rate cut grows. Find out why in this week’s Market Commentary.
Shifting Sands: Investors Move From Big Tech Amid Rate Cut Speculation As the economy shows signs of slowing, investors move from big tech to other sectors. We explore whether a rate cut this fall could prevent a recession.
When crisis strikes, are your finances ready? With an advisor by your side, you're 75% more likely to have a safety net to catch you. http://spr.ly/6184io8e8
*Planning and Progress Study, 2024
When you’re looking for a better way to money, you won’t need to rely on what a survey says. Northwestern Mutual will ask better questions to get better answers to design a plan personalized to you.
07/15/2024
Investors cheered more soft inflation data out last week. Chief Investment Officer Brent Schutte looks at why what’s driving the easing price pressures should be the focus for investors.
More Progress on the Inflation Front Has Investors Cheering Soft inflation data gave investors reason to cheer. But are the markets overestimating the Fed’s willingness to cut rates?
Knock knock! Unlocking the door to your dream house starts with these three financial steps.
It’s true! Based on research, we’ve found that with a comprehensive approach to financial planning, you’re more likely to experience less marital stress, feel more confident about giving to your community, and have more healthy conversations with your kids. And it all starts with having a better conversation with a Northwestern Mutual financial advisor.
Source: Assessing the Value of a Holistic Advisor, Dr. Hal Hershfield, 2023
It wasn’t too long ago that you expressed how much you cared through a burned CD. Well, times have changed, and now Northwestern Mutual wants to show you how much we care by planning your retirement
with you. Connect with an advisor today and let’s get started on your retirement plan so you can stress less about the future, and get back to making playlists.
From retirement dreams to retirement plans, we can help make it happen.
*Planning and Progress Study, 2024
07/08/2024
Last week brought more signs of a slowing economy and a slowdown in the pace of wage growth. Chief Investment Officer Brent Schutte looks at how that may play into the Fed’s decision-making and what it means for the economy.
Would a September Rate Cut Be Enough for the Economy? Investors are again betting on a rate cut in the fall. We take a closer look at whether that would be enough to avoid a recession..
Who says you can’t have a great wedding without spending a lot? Take a look at these three budget-friendly tips for your special day. http://spr.ly/61849kYfQ
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720 E Wisconsin Avenue
Milwaukee, WI
53202
Karina Soto - Northwestern Mutual
100 E Wisconsin Avenue
Milwaukee, 53202
Committed to helping you get to where you want to be.
Jihad Shkoukani, Financial Advisor
330 E Kilbourn
Milwaukee, 53202
Financial planner empowering individuals and businesses to reach their potential across the nation.
Charlie Bruss, MS - Northwestern Mutual
100 E Wisconsin Avenue STE 2300
Milwaukee, 53202
Financial Planning business in connection with Northwestern Mutual - Greater Milwaukee
Dickmeyer Boyce Financial Management - Wisconsin
2505 North Mayfair Road Suite 215
Milwaukee, 53226
Dickmeyer Boyce Financial Management, Inc. is an independent, Fee-Only Financial Planning firm.
Charlie Tritschler
737 N Van Buren St
Milwaukee, 53202
Charlie Tritschler CLU®, ChFC®, is a Northwestern Mutual financial representative who helps individuals & small business owners achieve financial security.
Lang's Tax Service
2429 W Ramsey Avenue
Milwaukee, 53221
26 YEARS OF EXPERIENCE - Tax laws change every year. Don't rely on tax preparers with minimal traini
Chuck Wierschem - Northwestern Mutual
100 E Wisconsin Avenue Ste 2300
Milwaukee, 53202
Our mission is to help our clients to achieve financial security and peace of mind
Andrew Doughty - Northwestern Mutual
100 East Wisconsin Avenue
Milwaukee, 53202
We help people plan to be successful. By helping people develop a plan, focused on themselves & their family needs; Our team can encourage families to enjoy life now, (without guil...
Drew White - Northwestern Mutual
330 E. Kilbourn Avenue Suite 950
Milwaukee, 53202
I am a financial representative with Northwestern Mutual. Our mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial sec...
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Lida Accounting Services, LLC
4701 N Port Washington Road
Milwaukee, 53212
Provides a wide range of accounting & tax services to individuals & small businesses in a variety of