Edgewater Wealth Management - Northwestern Mutual Private Client Group
Peace. Possibility. Progress. Helping you live confidently & achieve more.
Now more than ever, we should have a plan for our $ after retirement. And that plan should keep an eye on taxes. Take a look at how one financial tool is taxed.
What to Know About Annuities and Taxes Given the complicated tax rules around retirement accounts, it can be natural to wonder: Are annuities taxable? We break down how tax rules apply to annuities.
Get more pep in your step with our holistic approach to financial planning. It’s been shown to help our clients feel better about their money, and their lives. Reach out for help getting your money moving forward.
Congrats on starting a new business! Let’s make sure you're financially prepared. Remember, I’m always here to help.
Since the end of COVID, normally reliable indicators of the economy have seemingly missed the mark. Chief Investment Officer Brent Schutte looks at how the muddied picture may affect timing of rate cuts.
Latest Data Follows a Familiar Trend and Further Complicates the Fed’s Job Inconsistent and sometimes contradictory data is making the Fed’s job more difficult and may lead to rates staying higher for longer.
The world can be a volatile place, but history shows the markets are remarkably resilient. Here’s a look at why geopolitical headlines don’t have to be a source of worry when it comes to your money.
Don’t Let Global Tensions Derail Your Investment Plan Investors have a lot on their minds these days. Here’s why geopolitical headlines don’t have to add to those concerns.
Today’s —and as we look back in gratitude at the heroes of past generations, let’s also recognize the heroes of today. One of them, Opal Lee, at the age of 89, walked 1400 miles in her efforts to make Juneteenth a national holiday. Thank you, Opal Lee!
Better than expected inflation data has investors once again expecting a soft landing. Chief Investment Officer Brent Schutte looks at why the path forward may not be as smooth as many think.
Markets Jump on Latest Inflation Readings The latest inflation data added fuel to an already surging market. In this week’s Market Commentary, we look at why investors may be wise to temper their enthusiasm.
How do we get to the heart of your unique goals? It’s by asking you smarter questions and giving you meaningful answers. Let’s talk about what this approach can do for you. Reach out today.
Happy Father’s Day! We hope you get to do the simple things today with the people who matter most. Here’s to a fun-loving Dad who’s always there for his kids.
You worked hard for your money and your assets. We can help make sure they will go where you wish when you pass away.
What Is Probate, and How Does It Work? Probate is the legal process that determines how to sort out the assets and liabilities of a deceased person’s estate. Learn what to expect when it comes to probate and estate planning.
You’re unique. So why use generic financial advice? We’ll ask deeper questions about you and your situation to identify any gaps. Then with your finances in focus, we’ll create a plan that protects your family and will give you long-term value. Let’s get started today.
Your opinions about the strength of the job market may come down to which employment report you read. Chief Investment Officer Brent Schutte looks at the discrepancies between two leading reports and weighs in on how the disconnect in reports complicates the Fed’s decision on rates.
Conflicting Jobs Data Creates Challenges for the Fed Is the job market red hot or showing signs of cooling? Last week’s employment data suggests both. In this week’s Market Commentary, we look at why getting an accurate read on the employment picture may be a challenge for the Fed.
Its birthday week here at Edgewater with our 3rd in 10 days!
Join us in wishing a Happy Birthday to CW Middleton! CW's calm presence and knowledge is the pillar of our core value; We achieve excellence with calm confidence.
Happy Birthday CW!
How you respond to a declining 401(k) balance depends largely on how close you are to retirement. We'd love to help you troubleshoot—no matter what stage you’re at.
What To Do If Your 401(k) is Losing Money Here’s what to do—and not do—when you see your 401(k) balance go down.
When you’re trying to create reliable income in retirement, it’s common to use a range of financial options that work together. Reach out if you’d like help building your retirement plan.
Annuity vs. 401(k): What’s the Difference? Though annuities and 401(k)s are often included in retirement plans, they work quite differently.
Having someone support you as you work toward your financial goals can help you make your money go farther. Reach out if you’re looking for help.
Financial Advisor vs. Wealth Manager: What’s the Difference? When searching for a financial professional, it can be easy to get confused by terminology. We explain the difference between a financial advisor vs. wealth manager
The latest data shows the disinflationary process is progressing at a snail’s pace. Chief Investment Officer Brent Schutte looks at why the modest improvement in prices pressures is unlikely to satisfy the Federal Reserve.
Latest Inflation Data Fails to Deliver Ah-ha Moment The latest inflation data showed gradual improvement. We look at why the pace of disinflation is still a concern.
Back to Back Birthdays here at Edgewater!
Join us in wishing Tyler Hjelseth a Happy Birthday! Tyler is one of the partners here at Edgewater and on top of being a rock for many of his clients, Tyler loves spending time with his family and helping coach his sons' sports teams.
Happy Birthday Tyler!
The latest economic data cast further doubt on the timing of potential rate cuts. In this week’s Market Commentary, Chief Investment Officer Brent Schutte looks at why investors may be underestimating the chance of a bumpy road ahead for the economy.
A Look at the Market’s Unyielding Belief in Immaculate Disinflation Are investors overestimating the likelihood of a soft landing? We look at challenges that remain for the economy and Federal Reserve.
Understanding the different sources of income during retirement can help you reach your goals and enjoy life after you're done working. Read what Northwestern Mutual’s Risk Products Vice President Jason Handal had to say on the importance of annuities and permanent life insurance in an article from U.S. News & World Report: https://money.usnews.com/money/retirement/articles/10-essential-sources-of-retirement-income
10 Essential Sources of Retirement Income In retirement, cash is king. Here’s how to get your fair share.
Join us in wishing our very own Caleb Brown a Happy Birthday. Everybody loves Caleb's vast repertoire of dad jokes and his obscure movie References. In all seriousness, Caleb is our advanced planning guru who loves the challenge of anything complex.
Happy Birthday!
This Memorial Day, we honor the brave souls who made the ultimate sacrifice in the service of our nation.
Whole life insurance can help you throughout your life in ways you may not know. Take our quiz to learn more about how it works.
How Much Do You Know About Whole Life Insurance? Whole life insurance can play an important role in your financial plan. It’s one of the most flexible financial tools available for you—able to help you with many financial goals.
Advice about your money from an expert financial advisor is unlike anything you’ll get from friends or family. Reach out anytime to learn more.
Do I Need a Financial Advisor? Advice about your money seems to come from everywhere—family, friends, internet—but talking to an expert financial advisor matched to you offers a world of advantages.
Higher interest rates appear to be taking a toll on the economy. In this week’s Market Commentary, Chief Investment Officer Brent Schutte looks at whether the Fed can get inflation under control before the weak economy dips into a recession.
Why the Pace of Disinflation Is So Important With higher rates clearly impacting the economy, is inflation falling fast enough to allow the Fed to avoid a recession?
It’s easy to build wealth when times are good. But too often, people focus only on accumulating wealth. This approach can leave your family vulnerable when it comes time to pass down that wealth. This year, we are the Official Planning Partner for TED, and we couldn’t be more excited about the opportunity to empower better conversations. Reach out and connect now to discuss all the financial blind spots that may get in the way of a potential inheritance or gift. https://www.northwesternmutual.com/life-and-money/the-blind-spot-many-people-miss-on-the-path-to-building-wealth/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_planning-with-nm_field&utm_term=ted-stat-graphic&agentid=0B1587
Today, we salute the brave heroes protecting our nation. How will you pay tribute to our troops on this Armed Forces Day?
As your life evolves, your need for life insurance also tends to change. Let’s sit down to make sure your plans match where you’re at in your life.
When Should You Reevaluate Your Life Insurance Coverage? Like many parts of your financial life, life insurance isn’t something you should set and forget.
Now you’ve got more options for unused money in a 529 college savings plan. Let’s talk through the best strategy for you.
529 to Roth IRA Rollovers: How to Convert Unused 529 Funds Beneficiaries of 529 college savings plans can roll over their unused funds to a Roth IRA—without owing federal tax or penalties. Learn more about this strategy.
In the Weekly Market Commentary, Chief Investment Officer Brent Schutte looks at why faltering consumer sentiment could pose another challenge to the economy.
How Main Street Sentiment Could be a Challenge for the Economy How does the latest tumble in consumer optimism fit into the economic picture? Get more in our Weekly Market Commentary.
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