Brian Boder at Insight Financial - Northwestern Mutual

Reach out if you have questions about your retirement planning.

How State Taxes Can Affect Your Retirement When you’re retired, every penny from your income streams will count. Here’s how which state you live in will factor into those calculations.

Northwestern Mutual, one of the strongest financial services companies, announced it expects its highest dividend payout ever. I’m proud to be part of a company that shares its success and puts policyowners first. That’s a better way to money.™ Read more: https://www.northwesternmutual.com/life-and-money/northwestern-mutual-expects-record-breaking-dividend-payout/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_planning-with-nm_field&utm_term=dividend-payout-2025&agentid=076164

If you’ve recently gotten engaged, we can help you ask each other the right questions so you will have the answers you need to create your new life together.

Financial Planning for Engaged Couples: What to Ask an Advisor About When you’re planning for your happily-ever after, make sure to include “meet with financial planner” on your to-do list. Your “old-married-couple” selves will thank you for it.

Each year, our team is honored to participate in Northwestern Mutual’s annual charity golf outing in support of Alex’s Lemonade Stand Foundation. We are proud and committed to stand behind the fight against childhood cancer and will continue to raise awareness.

As you think ahead to a comfortable retirement, figure out how much to put into your account—and how often.

How Much Should I Contribute to an IRA and How Often? If you’ve wondered, “How much should I contribute to an IRA? And how often?” Here are a few guidelines.

If you’d like to discuss your growing family’s financial plan, we’re here to help. Reach out if need help adapting your financial plan for your growing family.

Your New Baby Financial Checklist: 6 Things to Do Before Your Baby Arrives When you’re getting ready to have a baby, there are plenty of things to do and buy. Here are six things to put on your new baby financial checklist.

If you’re thinking ahead to retirement, let’s talk! We can help you create a comprehensive plan that’s tailored to you.

What Is the Reverse 4 Percent Rule? The reverse 4 percent rule is a general guideline about how much money to save for retirement. It suggests that you divide your annual expenses by 4 percent and account for inflation.

If you’re planning to add to your family, you’ve got a lot of exciting things to think about. Reach out if you’d like help sorting out short- and long- term financial to-dos from covering maternity leave to saving for college.

Does Short-Term Disability Insurance Cover My Maternity Leave? Learn whether short-term disability insurance covers maternity leave after a pregnancy, and what to consider when evaluating a disability policy.

I’d love to have a conversation about what type of life insurance is right for your situation.

How Different Types of Life Insurance Work There are many different types of life insurance to choose from, so here's a look at different life insurance policies explained.

Wills and trusts both play crucial roles in estate planning but serve different purposes. Learn what each can do for you and your loved ones.

Will vs. Trust: What’s Better? Both can serve an important part in an estate plan, but is it better to have a will or a trust? Learn the differences and what each can do for you and your family.

Look beyond “plain vanilla” life insurance. 🍦 Discover the power of riders and how they can help protect what’s most important to you.

What to Know About Life Insurance Riders Riders in insurance are additional benefits that you can use to help you tailor a policy to better serve your specific needs.

Estimating your Social Security payment is a complicated exercise—there's a lot involved. But we can help you see the impact of different claiming decisions.

How Much Is the Average Social Security Check? There are many factors that can impact the amount of your Social Security check, but here is how much the average Social Security check is.

This is a straightforward way for your life insurance policy to evolve with your changing financial needs.

www.northwesternmutual.com

If you have questions about how paying for your child’s education fits into your overall financial plan, let’s talk.

Student Loans 101: What to Know Before Your Kids Borrow Sharing this primer with your kids can help educate them about borrowing before they set foot on campus. Knowing the ins and outs about paying back student loans can pay off later.

Rolling an old 401(k) into your current employer’s plan, or your own IRA, is an easy way to keep your retirement savings in one place. Here’s how to do it.

How to Roll Over Your Old 401(k) Millions of Americans landed in new jobs over the past year. Here’s how to roll over a 401(k) from an old employer without incurring steep withholding taxes, penalties or fees.

Life insurance is important. Here’s what to know before you sign up for a policy that doesn’t require a medical history.

Questions About Life Insurance Without a Medical Exam Life insurance without a medical exam may have higher premiums and fewer benefits than life insurance policies that do require the medical exam.

The right planning can help you get the most out of your savings. Please reach out if you’d like to talk about your retirement plan.

How to Build a Retirement Income Plan That Can Last As Long As You Live Today’s retirement could last 20 to 30 years. How will you ensure that your savings last? Learn how to create a retirement income plan that’s designed to last.

Attention business owners: Are you prepared for the changes brought by the Connelly decision? Here’s how it could impact your buy-sell agreements and estate taxes.

How a Recent Supreme Court Decision Could Impact Business Planning A recent Supreme Court decision will impact business owners’ buy-sell agreements funded with business-owned life insurance. Here’s what you need to know.

You’re never too young to start planning to leave an inheritance for your loved ones. Whether you’re the first to save for the next generation or your family has a long history of passing down resources, I can help you take steps today to prepare for the future.

What to Do Today to Build Generational Wealth and Leave an Inheritance in the Future If leaving an inheritance to your loved ones is a priority, you’re not alone. There are steps you can take today to make this a reality in the future.

I am honored to be recognized by Forbes as a Best-In-State Top Financial Security Professional for the third year in a row. I am deeply proud of my team and the work we do for our clients. This accomplishment is a testament to the dedication and commitment given each day. Big thank you to all our devoted clients for their continued support and partnership.

Forbes Top Financial Security Professionals Best-In-State List 2024:
https://bit.ly/3WzzsZT

As you enter the post-divorce era and embark on new beginnings, don’t forget to take care of these essential housekeeping items to keep your life organized and your financial future on track.

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that really mean? Learn more about what's actually included in a plan: https://www.northwesternmutual.com/life-and-money/what-is-included-in-a-financial-plan/?utm_source=facebook&utm_medium=organic_social&utm_campaign=gtm-ge-financial-planning&utm_content=lm_whatisinafinplan_field_field&utm_term=included-in-a-financial-plan-graphic-04102024&agentid=076164

If you're a new parent and are already stressing about college tuition, you're not alone. And this article about 529 plans can help you stress less and feel even better about your little one's future. Read it and then reach out to me to discuss more. https://www.northwesternmutual.com/life-and-money/what-is-a-529-plan/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_building-savings_field&utm_term=529-plan&agentid=076164

Your benefit will look quite different depending on when you start taking it. I can help you make the best claiming decision for you.

Pros and Cons of Taking Social Security at Age 62 vs. 67 vs. 70 Taking Social Security benefits at age 62 vs. 67 vs. 70 can impact how much you receive. Here are some things to think about as you decide when to start.