Alex Fitch - Northwestern Mutual

To establish a dynamic experience for our clients where we focus on their vision, values, and goals then execute on a well thought out plan to make those.

Alex has been at Northwestern Mutual since 2012. He started his career after graduating from Linfield College as an intern. After being a financial representative for a year Alex moved into an associate Wealth Management Advisor role. He used this time to gain more knowledge in retirement, business & estate planning and running a wealth management practice. He now uses this background with current

Should You Contribute to a Roth or Traditional Retirement Account? 02/21/2024

When you’re strategic with your retirement savings, you can minimize how much tax you’ll owe today and in retirement.

Should You Contribute to a Roth or Traditional Retirement Account? Here’s why you should consider doing both.

Why All Couples Need to Have the Money Talk—And How to Get Started 02/15/2024

Working with a professional can help you both see your shared financial picture.

Why All Couples Need to Have the Money Talk—And How to Get Started Financial discussions may not seem romantic, but they can help you develop a new level of trust and understanding for each other. These tips can help.

Mind the Output Gap 02/13/2024

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte looks at what the latest CBO estimates about economic capacity mean for the business cycle.

Mind the Output Gap Has the economy reached its growth limit? Read more in our Weekly Market Commentary.

What Is Loud Budgeting and How Can It Help Me? 02/07/2024

Social pressure to spend is real. Enter “loud budgeting.” The new trend may help you say no to financial peer pressure. Whether you’re trying “loud budgeting” or just want to get off on the right financial foot this year, we can help.

What Is Loud Budgeting and How Can It Help Me? See how loud budgeting works—and could work for you.

How Are Bonuses Taxed? Here's What You Need to Know 01/26/2024

A bonus is a great perk—but it can quickly move you into a new tax bracket, increasing your tax bill. If you want tips on minimizing what you owe, please reach out.

How Are Bonuses Taxed? Here's What You Need to Know The IRS has different withholding rules for bonuses than it does for your regular pay. Here’s what you need to know about how bonuses are taxed.

Roth IRA Contribution Limits 2024 01/10/2024

A Roth IRA can be a great retirement savings tool thanks to its tax benefits. But there are rules you need to be aware of. If you’d like a second look at your plan, please reach out.

Roth IRA Contribution Limits 2024 There are limits to how much you can contribute to your Roth IRA each year.

Resolutions to Solutions: A Financial Checklist for the New Year 01/04/2024

The new year is an ideal time to get a jump on making the most of your finances so you can achieve whatever is important in your life. Reach out to get started.

Resolutions to Solutions: A Financial Checklist for the New Year Our financial checklist can help you get a jump on making the most of your money in the new year.

401(k) Contribution Limits for 2024 12/28/2023

A 401(k) is a popular way to save for retirement, but it’s important you follow the rules—like contribution limits. If you have questions about your plan, let’s connect.

401(k) Contribution Limits for 2024 There are limits to how much you can contribute to your 401(k) each year.

How to Create a Monthly Budget 12/21/2023

Creating and following a budget is one of the best things you can do to support your financial plan. Reach out if you’d like help with yours.

How to Create a Monthly Budget A monthly budget is a critical part of your financial plan.

4 Key Money Conversations to Have When You’re Getting Engaged 12/15/2023

If you’re contemplating getting married, I can help you and your partner navigate through some important money conversations.

4 Key Money Conversations to Have When You’re Getting Engaged A recent survey by Northwestern Mutual found that nearly three quarters of Americans think popping the question shouldn’t come before an honest conversation about money.

How to Recover When Your Holiday Budget Is Blown 12/04/2023

You still have time to get back on track. Reach out if you’re looking for help in creating a budget that works for you.

How to Recover When Your Holiday Budget Is Blown Even if you’ve already gone over your holiday budget, you still have time to get your finances back on track. These tips can help.

Life Insurance for New Parents 11/29/2023

Having a baby is an exciting time! It’s also a good time to update or create your financial plan. Please reach out if you’d like to have a conversation to make sure you’re ready financially for your new baby.

Life Insurance for New Parents When you're putting together everything you need to take care of your new arrival, be sure to include life insurance—and take some time to research your options.

Planning for Long-Term Care Expenses 11/16/2023

It’s difficult to plan for unexpected expenses that are hard to predict. If you’re looking for strategies to plan ahead, please reach out.

Planning for Long-Term Care Expenses It’s hard to plan for something you’re not sure you’ll need. Here’s what you need to know about long-term care expenses.

How to Have Conversations About Money With Your Family 11/09/2023

If you’ve been putting off having necessary money conversations with your family members, we can get help you prepare for these important talks.

How to Have Conversations About Money With Your Family Money talks can be emotional but getting everyone on the same page can ultimately make for more harmonious family dynamics.

Your 2023 Year-End Financial Checklist 11/01/2023

Year-end is a great time to review your finances as you prepare for whatever comes your way in the new year.

Your 2023 Year-End Financial Checklist Year-end is great time for a financial checkup. Here’s a helpful checklist to help keep you financially on track in the year ahead.

What You Should Know Before Taking a Life Insurance Policy Loan 10/25/2023

One of the benefits of permanent life insurance is that it accumulates cash value over time. One way to utilize your cash value is to take a loan against it. It can be a great financial tool, but there are a few things to consider before you do it. As always, please reach out with any questions.

What You Should Know Before Taking a Life Insurance Policy Loan Borrowing against life insurance can be beneficial, but here are things to know about life insurance loans before deciding on borrowing from life insurance.

How Women Can Boost Their Financial Confidence 10/18/2023

We’re here to help! Please reach out if you have questions about creating a financial plan.

How Women Can Boost Their Financial Confidence Many women are anxious about the state of their finances. Teaming up with the right financial advisor can provide peace of mind about today—and the ability to dream for tomorrow.

Savings Plans for College — 6 Options to Consider 10/12/2023

Reach out if you need some help figuring out the best savings plan for your family.

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

A Retiree’s End-of-Year Financial Checklist 10/02/2023

These simple steps can help set you up for a strong 2024.

A Retiree’s End-of-Year Financial Checklist A financial checkup is important to keeping your retirement and finances in balance. To get started, here’s an end-of-year financial checklist for retirees.

What’s the Difference Between an HSA and an FSA? 09/20/2023

Switching employers or health insurance plans can be a confusing exercise—especially when trying to figure out how to get the best value. Reach out if you need help understanding how elements of your plan, like an HSA or FSA, will work together.

What’s the Difference Between an HSA and an FSA? At first, an FSA and HSA may seem very similar, but there are some differences you need to know.

Want to Save More? Take the 52-Week Money Challenge 09/13/2023

Imagine what you could do with a little extra savings. I’ve got some ideas, too!

Want to Save More? Take the 52-Week Money Challenge If you’re up for a challenge, here’s how you could save an extra $1,300 this year.

10 Ways to Save on Back-to-School Shopping 08/31/2023

These ideas could help you avoid overspending.

10 Ways to Save on Back-to-School Shopping You may need to get creative to stretch your back-to-school shopping budget this year. These pro tips can help.

The Link Between Your Money and Your Health 08/22/2023

Want to feel better? Have stronger friendships? A new survey finds that people who report better health and stronger friendships are also working with a financial advisor and planning their finances. Please reach out if you’d like to get started.

The Link Between Your Money and Your Health People who work with an advisor feel better about many aspects of their lives.

What Is a 401(k)? 08/14/2023

401(k)s are one of the most popular ways to save for retirement. But they’re just one tool. Reach out if you’d like to learn more about how a 401(k) works with your broader financial plan.

What Is a 401(k)? A 401(k) is a great tool to help you save for retirement.

Do a Midyear Budget Checkup 08/04/2023

Taking stock of your budget at the midyear point is a great way to keep tabs on your fiscal health.

Do a Midyear Budget Checkup Assessing your current spending in these 6 areas of your budget can help you make any needed adjustments. Then you can focus on what matters most.

Financially Confident People Have This in Common 07/27/2023

People who report feeling more confident about aspects of their financial lives all have one key thing in common.

Financially Confident People Have This in Common New research finds a common thread among people who report being more financially confident.

How to Manage Your Debt 07/13/2023

The latest Northwestern Mutual research finds Americans making more progress in paying down their debts. While debt may seem bad, it isn’t always. Please reach out if you’d like to talk about your financial plan and check out these strategies to manage debt.

How to Manage Your Debt Debt can be a burden, but it can also be a great financial tool if you’re managing it well.

Your Midyear Financial Checkup 07/06/2023

Assessing one component of your financial plan each month is a great way to keep tabs on your fiscal health.

Your Midyear Financial Checkup This checklist can help you make sure your finances are on track for the rest of the year. Here’s what to assess for the next 6 months.

How Permanent Life Insurance Works When You Retire 06/30/2023

Permanent life insurance can be an important part of your retirement plan. Please reach out if you’d like to talk about your retirement plan.

How Permanent Life Insurance Works When You Retire While it may seem like your need for life insurance diminishes in retirement, the opposite is actually true. Learn how to use life insurance in your retirement planning.

Here's What Americans Have Saved for Retirement by Age, and What They Think They’ll Need 06/23/2023

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.

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