Daniel E McGarry Jr - Northwestern Mutual

You’re not alone if you find that Tax Day creeps up on you — and you find yourself unprepared. So what happens if you file taxes a day late?

What Happens If You File Taxes A Day Late? You’re afraid you may miss the April 18 tax-filing deadline. What happens if you file taxes a day late?

People are moving away from pandemic fatigue and getting some facetime with the sun. I can help get your finances in shape for a trip to the beach and for any other goals you have in mind. Here’s to a plan for rejuvenating—and thriving. Reach out to me today.

*Source: AAA, 2022

The plans we build for clients are designed to help manage risk — so you can worry less on the path to achieving your financial goals.

Common Investing Risks and How to Manage Them Growing wealth with investments requires properly balancing risk and reward for your situation. Here are several common investing risks to consider.

This is great insight from our chief investment officer about the factors that may influence the Fed’s rate hike cycle. Please reach out if you’d like to discuss how the changing environment may affect your financial plan.

Another Inflationary Shock to Contemplate In Northwestern Mutual’s Quarterly Market Commentary, we run down the factors that are likely to influence how the Fed will proceed with its rate hike cycle.

One of the biggest benefits of a personalized financial plan is the confidence it gives you to know that you can live the life you’ve always wanted, without worrying if you can afford it. Want financial strategies specifically designed to get you to your goals? Let’s chat.

Is the yield curve warning of a recession? Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte takes a look at the data and digs deeper than the media headlines.

Yield Curves, Rates and Recession: It’s Complicated While a closely watched yield curve may invert, a recession isn’t necessarily imminent. Similarly, while interest rates are widely expected to rise, a change in fixed-income investment isn’t necessarily in order.

Reach out if you need help navigating the tax rules for your different income sources.

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.

The good news about Tax Day 2022? It’s almost over with. One more reminder: If you’re getting a refund, I can help you figure out what to do with it. Reach out to get started.

In times like these, it can be tempting to react to every new headline, but there are good reasons to simply stay the course. Consider this: There have been only 24 market corrections since 1950, and the S&P 500 has grown in value after every single one. Read this Forbes article by our Chief Investment Strategist Brent Schutte to learn more. https://bit.ly/3NS0zZV
*NM Research—price data review 1950-2020

It’s natural to get a little anxious during times like these, but a look at the facts may ease your mind. There have been only 24 market corrections since 1950, and the S&P 500 has grown in value after every single one. Read this Forbes article by our Chief Investment Strategist Brent Schutte to learn more. https://bit.ly/3NS0zZV
*NM Research—price data review 1950-2020

No matter what you’ve been hoping to do, we’ll make a plan to make it happen. My team and I will design your personalized financial plan based on your priorities. So you can take those vacations with your family, buy that second home, start that business, or even retire early. Reach out today, let’s see what we can make happen for you.

Chief Investment Officer Brent Schutte thinks more volatility is likely as the Fed begins to tighten. But there’s good news in the recent data.

Jobs Market and Inflation Come in Hot: But There’s More to the Story While a strong jobs market and higher inflation indicate an economy that’s running hot, the potential for yield curve inversions signal the possibility of recession. The Fed’s intended soft landing could be bumpy.

This season of renewal offers plenty of promotions to refresh your home inside and out. Here are the best deals to look for in April.

4 Things to Buy in April — And 4 You Should Skip Though supply-chain issues and inflation remain a concern, this month still offers many good sale opportunities. Here are 4 things to buy in April and 4 to skip.

Let’s talk about what makes the most sense for your retirement savings if you’re transitioning into a new role.

Changing Jobs? How to Make Sure You Don't Leave Money Behind Thinking about changing jobs? Read more about how you can avoid leaving money behind as you make a career change.

If you’re like me, you just can’t get enough college basketball right now. So check out “The Loyola Project,” the groundbreaking documentary that tells the story of the 1963 Loyola Ramblers, who overcame racial barriers on their way to the national title.

Tune in to CBS and Paramount+ on April 2nd at 1pm Eastern, Noon Central: https://www.theloyolaproject.com/

Women often face a different set of challenges when it comes to their finances. Learn more about them in this quiz.

How Much Do You Know About Women and Finances? Test Your Knowledge Financial planning for women may require special considerations because they often face a different set of challenges. Test your knowledge about women and finances.

When Lewis Howes suffered a career-ending injury, he asked people he admired how they cultivate greatness and overcome adversity. That led to him writing a New York Times bestseller called ‘The School of Greatness.’ How can you get the same peace of mind? Like Lewis, trust an advisor to help you get your finances in great shape. Let’s do this.

Your life isn’t like anyone else’s, so why should your financial plan be? We base your plan on your priorities, and if your priorities shift, we work with you to shift the strategies in your plan. So you, and your family, always stay on track. Sound like a plan? Let’s talk.

Chatter about a yield-curve inversion often ignores the yield curves that are not inverting. For a deeper dive, see this week’s Market Commentary from Chief Investment Strategist Brent Schutte.

What the Bond Market Is Telling the Stock Market The threat of a yield curve inversion may start making more headlines, but there is more than one yield curve and more than one way to read current bond market trends.

People are still leaving their jobs in record numbers, but is the time right for you? These signs can help you decide.

5 Signs It Might Be Time to Change Jobs Before you decide to make a professional change, you need to make sure it’s the right move for you. Here are 5 signs that can help.

Maybe a friend suggested you meditate to relieve financial anxiety. Maybe your mom taught you to set financial intentions. Tell us what you’ve learned to do and we’ll help you enhance your financial wellness this .

Please reach out if you’d like to discuss your retirement timeline.

When Is the Right Time to Retire? When is the right time to retire from work? As you weigh your decision, ask yourself these questions first.

Maybe there’s that friend, coworker, or person you’d like to know who always seems to have it together. Taking care of her finances is one way she takes care of herself. This , let her know you look up to her by tagging her in the comments.

Tips to help you and your budget before you restart your payments.

Student Loan Repayment Pause Has Been Extended — Here’s What to Do Next Repayment of student loans will resume on May 1. Here’s what to know before you ease back into your payments.

The Fed is likely to move carefully in its future rate hikes. For the reasons, see this week’s Market Commentary from Chief Investment Strategist Brent Schutte.

What’s Next After Last Week’s Interest Rate Hike? The clarity of the Federal Reserve’s inflation-fighting interest rate boost buoys markets, but the Ukraine war continues to cast a pall.

To find balance, this mom realized that some things were worth working into her budget.

6 Things That Helped This Work-From-Home Mom Improve Her Wellness Working from home full-time with kids can lead to fast burnout. Learn how this mom found balance.

A financial intention helps you decide what direction you want your life to move in. I can help you create your own to start the year, and to reprioritize what matters most to you. Reach out to get started.

At Northwestern Mutual, we are committed to creating an inclusive environment that empowers our women advisors and their careers. With the Women’s Field Association, our advisors benefit from a program that’s dedicated to connecting and uplifting women. Join an environment that’s invested in your career growth. Learn more today: https://bit.ly/367dZQK

The scary truth? Your income isn’t fully protected with your employer-provided insurance policy. Let’s work together to make sure you’re comfortable with your level of protection.

Is Disability Insurance a Good Idea? Is disability insurance a good idea? Learn more about what it protects and how likely you are to need it.

Reach out if you have questions about how to manage your retirement savings.

Should You Roll Over Your 401(k) to an IRA? Learn when you may want to roll over retirement funds and when it might be best for you to leave them in your employer’s plan. Here’s what you need to know.