Gillian MacNeil- Northwestern Mutual

Had a great time in Milwaukee this week at Northwestern Mutual Annual Meeting 2023!

It was inspiring to hear from so many successful people!

Happy Fourth of July! Today’s the day to enjoy everything from a neighborhood BBQ, fireworks with the family, or even festive chalk art. However you celebrate, my Independence Day wish for you is to live the life you want—today and every day after.

This , I’m remembering our fallen service people—and how I can show my gratitude to them. Please join me in honoring those brave Americans and everything they fought for.

I'm beyond proud to share that CNBC named Northwestern Mutual the "Best Overall Life Insurance Company.” I’m so grateful that I work with a company that genuinely looks to take care of people and help so many reach their financial goals.

Here’s something that might surprise you: 1 in 4 of today’s 20-year-olds will experience a disability by age 67. But protecting your ability to earn a living can help make sure your life, and goals (like retiring), won’t get derailed. Reach out and let’s talk about it.

Source: U.S. Social Security Administration, April 2021

Here's why an IRA is your friend.

What You Need to Know About Contributing to an IRA Confused about IRAs, Roth IRAs, and 401(k)s? We made it easy.

Getting your graduate degree doesn’t have to break the bank. Here are some tips on funding your education. Reach out today.

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

4 Key Financial Topics to Discuss Before You Get Engaged You’re ready to take your relationship to the next level, but have you discussed finances yet? Here are 4 key money conversations to have before getting engaged.

It’s like an umbrella that protects you from rainy days.

Reach out if you need help getting one started or determining how much you need to put away.

What Is an Emergency Fund? It’s smart to have cash set aside for when disaster strikes.

Retirement is a huge life goal to save for, so here are a few considerations to see if you’re on track.

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

A long-term disability can have a significant impact on your financial planning in the event you get sick or hurt and can’t work. I’d love to connect to show you how disability insurance can benefit you.

How Does a Disability Insurance Benefit Work? How long does long-term disability insurance last? Some policies pay for a set number of years, but many last until you reach a certain age - learn more here.

You have big plans for the future, and I can help you get there. I’ll break your big goals into baby steps that feel approachable, attainable, and encouraging. Ready to get started?

Tax Day (April 18) is just around the corner. The sooner you file, the better.

What Happens If You File Taxes Late? Learn what happens if you file your taxes a day late, whether there's a penalty for late filing, and what happens if you miss the tax deadline in April.

Stop putting off that thing you keep talking about doing. Reach out so we can make a plan to help you do it in 2023.

2023 Financial Resolutions These are great 2023 financial resolution ideas. Make this the year you make a financial plan to do the things you want, now and in the future.

What better way to start out the new year than having a financial planning conversation?
Reach out if you have questions about mapping your financial plan for the coming year or need some help!

8 Financial Quick Wins to Start the New Year Right These quick and simple money tasks won’t take up a lot of time. But the impact on your finances will last all year.

Did you know that over half of all U.S. adults are anxious about their finances? That’s according to a recent Northwestern Mutual study.

But when you have a financial plan designed specifically for your life and goals, you can feel good about saying yes to the things that matter most to you and your family.

Want to feel better about your finances? Reach out and let’s talk.

Money stress keeps most people up at night, but when you have a financial plan to tackle it, you can sleep a lot more soundly.

Plus, you won’t have to spend all that money on a new mattress.

If you’re ready to start feeling better about your finances, we’re here to talk.

There are a lot of myths about disability insurance. Take our quiz to see if you can separate fact vs. fiction: http://bit.ly/3Vxp0PN

Reviewing your 2022 finances with me before the end of the year can help you hit the ground running in 2023. I’ll take you through a checklist that includes potential tax reductions and maximizing retirement contributions—all to give you peace of mind for your life next year and in years to come. Message me to get started.

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.

New research shows about 25% of Americans surveyed plan to have a baby in the next two years. 👶

If growing your family is one of your big upcoming life goals, let’s talk about how to get you ready financially.

Life Insurance for New Parents Having a baby is a good time to consider updates to your financial plan, including life insurance for new parents.

Just tackling one or two of these can help position you to finish the year strong.

5 Ways to Improve Your Finances in November The end of the year is now fully in sight. Here are 5 ways to improve your finances in November.

This is great news, and there are some good tips in here to help you tackle debt. Please reach out if we can help you streghthen your financial planning.

Americans Make Progress on Debt A new Northwestern Mutual survey finds Americans had paid down a substantial amount of debt coming into 2022. Learn tricks to pay down your debt.

From rising rates to sky-high prices, there’s a lot to consider. Please reach out if you have questions about your situation.

What to Know About Buying a Home in Today’s Market Today’s housing market has been on a bit of a roller coaster. Here are some things to consider if you’re thinking about buying.

An end-of-year financial review can help you stay in step with your ever-evolving life in 2023 and beyond. I can help you make adjustments to your overall plan while it’s still 2022: https://bit.ly/3rpBjA2

Anyone else need a getaway? If you’ve had a travel destination in mind for a while, I can make you a financial plan to help turn that someday into today. Message me to get started.

We’re proud to announce another historic dividend payout — a record-breaking $6.8B — to our policyowners in 2023. Our long-term financial strength is just one of the reasons 97% of our policyowners stay with us year after year. Find out more about our payout: http://spr.ly/6182MUO3K

It’s time for year-end financial housekeeping. Connect with me today to discuss your financial plan and identify year-end tax planning opportunities to advance your objectives.

2022 Year-End Tax Strategies While the midterm elections could determine the fate of proposed tax legislation, the current tax planning environment is relatively stable. This means you should be able to take some strategic year-end tax planning actions now with relative certainty.

You’ve got goals, and the best way to reach them is knowing where your money is going. The Northwestern Mutual Cash Flow tool breaks down your spending, helping you put your money toward what you want most. Reach out to get started today.

I believe that good things come to those who stop waiting. Once you realize what you want your life to be, I can make a financial plan to help get you there. Reach out today to get started.

Why wait until someday when the life you really want to be living can start today?

We design financial plans differently—not just to help you reach the goals you have for tomorrow, but the goals you have today, too.

Reach out and see how we’ll tailor your financial strategy so that someday can come a lot sooner.