Todd S. Rosenfeld - Northwestern Mutual Wealth Management

Todd S. Rosenfeld - Northwestern Mutual Wealth Management

We strive to be a trusted, valued advisor in the center of your financial life.

How to Teach Children to Build Healthy Money and Credit Habits 17/04/2023

These lessons can provide a firm financial foundation for your child-- and who doesn't want that?

How to Teach Children to Build Healthy Money and Credit Habits The financial lessons you share with your kids will change as they grow. Here are ways to teach your children to build health money and credit habits.

9 Key Milestones for Retirement Planning 07/04/2023

As you approach retirement, it’s important to be aware of these key age-based milestones that can greatly impact your financial security in retirement. I can help you plan for these milestones and maximize the opportunity each provides.

9 Key Milestones for Retirement Planning It’s important to know that these key retirement planning milestones exist so you can stay on top of important deadlines. By doing so, not only can you avoid potentially costly penalties, but you can also help maximize your overall financial position and cash flow as you enter retirement.

What to Know About Silicon Valley Bank 22/03/2023

These are some common questions people have been asking about the Silicon Valley Bank failure.

What to Know About Silicon Valley Bank The recent failure of Silicon Valley Bank has left investors with a number of questions. Here are answers to some of the concerns surrounding the bank’s demise.

Calm and confident in the storm 13/03/2023

Our CEO John Schlifske announced our 2022 financial results and once again, our 165-year-old company remains historically strong! As a member of Northwestern Mutual's field force, I'm grateful for the opportunity to help drive our growth by delivering exceptional value to our more than five million clients.

Calm and confident in the storm Today, I’m proud to announce Northwestern Mutual’s 2022 financial results. Once again, our 165-year-old company remains historically strong.

Has the Economy Come Full Circle? 14/02/2023

Many believe the tight labor market is a sign of a still-hot economy. See Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s take in this week’s Market Commentary.

Has the Economy Come Full Circle? The tight labor market is being heralded as a sign of a still-strong economy, but is that reading correct? See our take in this week’s Northwestern Mutual Market Commentary. 

24/01/2023

Reach your new level of financial confidence. We do financial planning differently, so you can. It’s an approach shown by Ernst & Young to give you better long-term financial outcomes than other approaches. Sound good? Let’s get started.

The SECURE Act 2.0 Summary: How It Could Impact Your Retirement Planning 11/01/2023

Please reach out if you have questions about how this legislation could impact your financial plan.

The SECURE Act 2.0 Summary: How It Could Impact Your Retirement Planning The SECURE Act 2.0 aims to help people save more for retirement. Here is what you need to know about how some of the key provisions may affect your plan.

04/01/2023

Prep for the year you’re striving for.

Why holiday conversations about long-term care are critical 20/12/2022

The best gift families can give to each other is more good choices. Northwestern Mutual’s Kamilah Williams-Kemp explains why holiday long-term care conversations can make a difference:

Why holiday conversations about long-term care are critical During the holiday season, many of us will have an opportunity to connect with loved ones. And in that moment of closeness, I hope we take advantage of the proximity – and have real conversations with our families about their wishes for the future, while sharing our own.

How Inflation Is Impacting Retirement Planning 12/12/2022

Having a solid and flexible plan can help you ensure a stable income in any economic environment.

How Inflation Is Impacting Retirement Planning It’s important to take into account how rising costs could affect your retirement plan. Here’s how to make sure your plan is solid.

07/12/2022

Today Northwestern Mutual, through its Foundation, announced nearly $3 million in grants to help sustain Milwaukee’s growth and support the city’s leading destinations! To view the supported destinations visit https://news.northwesternmutual.com/2022-11-29-Northwestern-Mutual-Strengthens-Milwaukees-Cultural-Scene-with-Nearly-3-Million-in-Grants

5 Ways to Improve Your Finances in December 05/12/2022

December is often when we indulge and splurge a bit as we close out the year-- and that’s ok. These tips can help you make sure you’re setting yourself up well for 2023.

5 Ways to Improve Your Finances in December This month, tally up your seasonal expenses and make some year-end retirement contributions. Here are 5 ways to improve your finances in December.

5 Ways to Give Kids Meaningful Gifts Without Busting Your Holiday Budget 01/12/2022

Meaningful holiday memories don’t need to come with a big price tag.

These tips can help you go from overspending to meaningful giving. 🎁

5 Ways to Give Kids Meaningful Gifts Without Busting Your Holiday Budget Giving your kids truly meaningful gifts is a holiday tradition worth exploring. Here are tips to avoid overspending that won’t shortchange the holiday cheer.

2023 Tax Brackets Jump Higher 28/11/2022

The IRS has released new income thresholds for tax brackets and a new standard deduction for 2023. Here are the new numbers and a look at how to calculate how they translate into the amount of federal tax you will owe.

2023 Tax Brackets Jump Higher We look at the new IRS tax brackets for 2023 and explain how the progressive tax brackets work when it comes to your effective tax rate.

High Inflation’s Silver Lining: 2023 IRS Limit Increases 09/11/2022

With current inflationary levels, comes a a potentially powerful planning opportunity. Give this article a quick read.

High Inflation’s Silver Lining: 2023 IRS Limit Increases No matter your income level or net worth, the effects of high inflation can be felt almost daily at the gas pump and grocery store. While it’s hard to find something positive to say about the current inflationary environment, there might just be a silver lining, particularly for wealthy Americans ...

31/10/2022

The end of the year will be here before you know it. Don't put it off, it's time to be proactive now.

There’s Never a Good Time to Call a Market Bottom 26/10/2022

Investors tempted to time the market should think twice. See Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s explanation of why trying to predict market inflection points is futile.

There’s Never a Good Time to Call a Market Bottom We look at the perils of trying to time the market and why we remain convinced inflation is set to drop.

Northwestern Mutual Invests More Than $3.5 Million to Expand Quality Education in Milwaukee Community 17/10/2022

Today Northwestern Mutual, through its Foundation, donated more than $3.5 million in grants to local educational programs, nonprofits and schools. This funding will advance the company's long-term goal of closing the opportunity gap in Milwaukee's schools.

Northwestern Mutual Invests More Than $3.5 Million to Expand Quality Education in Milwaukee Community Funding will advance the company's long-term goal of closing the opportunity gap in Milwaukee's schools MILWAUKEE, Wis., Oct. 11, 2022 /PRNewswire/ -- As part of its long-term commitment to...

CPI: The Latest Bump on a Rough Road 26/09/2022

In our Weekly Commentary, Company Chief Investment Officer Brent Schutte discusses the latest economic data and finds cause for optimism that inflation is set to retreat.

CPI: The Latest Bump on a Rough Road We examine the latest Inflation data in the context of a broader economic picture and discuss where the Fed may go from here in our Weekly Market Commentary.

21/09/2022

Success is more than achieving certain goals; Success is also having peace of mind.

Peter Schiff: Fed losing inflation fight, economy barreling towards a financial crisis 19/09/2022

Our Chief Investment Officer, Brent Schutte, joined ‘The Claman Countdown’ on FOX Business last week to discuss the current inflation fight. See his take: https://bit.ly/3dgbFKT

Peter Schiff: Fed losing inflation fight, economy barreling towards a financial crisis Euro Pacific Capital chief economist Peter Schiff and Northwestern Mutual Wealth Management chief investment strategist Brent Schutte react to the markets tanking after worse-than-expected CPI data on 'The Claman Countdown.'

15/09/2022

I’m proud to be part of a company that’s bringing The Great Realization to life. As people like you get clarity on the life you want to live, I can create your financial plan and show you how someday starts today.

What’s your Great Realization? Message me to get started.

Why an Economic Slowdown May Be the Right Medicine for the Market 12/09/2022

Fed rate hikes have pumped the brakes on economic growth; here’s what that may mean for investors.

Why an Economic Slowdown May Be the Right Medicine for the Market The slowing economy is an important development in the battle against inflation. NM’s Chief Investment Officer Brent Schutte explains why a little economic pain may go a long way toward curing what's wrong with the markets.

Hawkish Comments Overshadow Promising Data 30/08/2022

While markets reacted to comments from Fed Chair Jerome Powell late this past week, data continue to point to improving inflationary pressures. See Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s latest take on how the data may impact the Federal Reserve’s decisions going forward.

Hawkish Comments Overshadow Promising Data While markets dropped after tough talk from Fed Chairman Jerome Powell, economic data continue to point to declining inflationary pressures.

25/08/2022

That full-ride music scholarship probably isn’t going to happen. Let’s talk through your range of options today.

11/08/2022

Side effects of a good financial plan include:

▪ Better sleep
▪ Smiling more
▪ General happiness

Ready to make a plan? Let’s talk.

08/08/2022

I’m thrilled to see 18 of my Northwestern Mutual colleagues on this year’s Next-Gen Wealth Advisors list by Forbes. This is an honor given to advisors under the age of 40 who gave stellar service across the board in a very challenging year. I’m proud to work at a company that is eager to serve the next generation of clients and their families. See the full list here: bit.ly/3JvWuJf

18/07/2022

The market has always had its ups and downs, and it always will. But consider this: Over the last 30 years, the S&P 500 has finished positively at the end of the year 73% of the time. Creating a wealth management plan with long-term perspective is the key to financial independence and the life you deserve. We can help. Let’s get started.

Disclosure: bit.ly/3t3DZ6Y

Videos (show all)

Prep for the year you’re striving for.
Success is more than achieving certain goals; Success is also having peace of mind.
Northwestern Mutual Commercial | Kayak
That full-ride music scholarship probably isn’t going to happen. Let’s talk through your range of options today.
The market has always had its ups and downs, and it always will. But consider this: Over the last 30 years, the S&P 500 ...
Kids Talk Finances