Jared Fleischmann - Northwestern Mutual

Have you heard the good news? The amount you can add to your retirement accounts just went up. Let’s work together to ensure your future is in good hands. Message me to get started.

Stocks and bonds have their differences, but a successful portfolio has a balance of both. Let’s develop a strategic investment strategy tailored to you and your goals. DM me today to get started.

Social Security can be an important part of a retirement plan—but it’s not the only part. Reach out if you want help determining how much you’ll get in Social Security and seeing how this amount impacts your larger plan.

How Much Social Security Will I Get? Here Are the Factors That Impact Your Payment. Wondering how much Social Security you’ll get? Here is how your payment amount is determined.

With low inflation during much of the past decade, we’ve grown accustomed to seeing IRS limits increase slowly. But even amid cooling inflation, taxpayers will see larger than normal increases in select figures for 2024. Here are the potential opportunities these changes create for your financial plan. Connect with me for personalized advice.

2024 IRS Limit Increases In 2024, taxpayers will see higher than normal increases in IRS limits. Read more to uncover the financial planning opportunity this provides some Americans.

If you’re looking to understand how a vesting schedule impacts your retirement savings, let’s connect to review your retirement plan.

What Does “Vested” Mean in Retirement Planning? Vesting has to do with ownership over your employer’s retirement contributions. Here’s how it works.

If you have questions about how this transition will look for you, we’re here to help.

What’s the Role of Financial Planning in Retirement? This essential part of your strategy can be a bit more complicated because you’ll need to do more strategic income and tax planning.

If you’re worried about a furlough, let’s talk. We’ll work through how you can minimize the impact on your long-term financial goals.

What Does It Mean to Be Furloughed? Layoffs are pretty straightforward; furloughs, not so much. Here’s what it means to be furloughed.

Northwestern Mutual announced their 2024 dividend payout— an expected $7.3 billion. The largest-ever. I’m proud to be part of a company that shares their success with clients, and whose financial strength allows us to be there for them through all economic conditions. Get more details: http://spr.ly/6183uKG87

Your most valuable asset is your ability to earn an income. Disability insurance can help protect that ability to earn an income, but not every policy is created the same. Reach out, and we can review your policy or find a policy that would fit best in your financial plan!

What to Know About Own Occupation Disability Insurance If you are ever disabled to the point that you are no longer able to perform the duties required by a more specialized job, true own occupation disability insurance is a terrific way to help cover any lost income.

The answer is personal and depends on several variables.

How Much Do You Need Per Month to Retire Comfortably? Figuring out how much money you’ll need on a monthly basis will depend on your lifestyle, goals and unique retirement vision. These prompts can help you get started.

The tax advantages a Roth IRA offers makes it a great retirement savings tool. But there are rules you need to be aware of. Please reach out if you have questions about your plan.

Roth IRA Contribution Limits 2023 There are limits to how much you can contribute to your Roth IRA each year.

Retirement is a huge life goal to save for, so here are a few considerations. Let's work together to make sure you are 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.

Rollovers can help you keep track of your retirement accounts by consolidating them into one location. Often time people changes jobs and forget about THEIR money THEY contributed to these accounts. Let's make sure that isn't you! Feel free to reach out.

What Is an IRA rollover? An IRA rollover could make sense for you, depending on your financial situation and existing assets. Learn more about rollover IRAs.

Northwestern Mutual's CEO John Schlifske explains why our company will remain financially strong, no matter how the debt ceiling debate ends.

A Message From Northwestern Mutual CEO John Schlifske About the Debt Ceiling Northwestern Mutual CEO John Schlifske discusses the debt ceiling and how Northwestern Mutual is well prepared for uncertainty and potential volatility.

The Northwestern Mutual Planning & Progress Study finds 67% of Americans believe a recession is likely later this year. These steps can help you prepare. Reach out to make sure you are prepared.

How to Prepare for Economic Uncertainty Learn how to prepare for a recession and what you can do to ensure your financial plan stays on track even if life doesn’t go as planned.

Tax efficiency is one of the keys to making your money go further. Let’s have a conversation about how we can make this work for you.

Here's How Different Types of Retirement Savings Are Taxed In retirement, you’re likely to generate income from a variety of sources, many of which get different tax treatments. We break down how different types of retirement savings are taxed.

Compound interest is your BEST friend!

Here’s Why Compound Interest Is So Important When you’re trying to grow your money, compound interest is a key financial concept worth knowing.

These lessons can provide a firm financial foundation for your child.

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.

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. If you need help with retirement planning don't hesitate to reach out.

Read this Forbes article by our Chief Investment Officer Brent Schutte to learn more: http://spr.ly/6189Oywol
*NM Research—price data review 1950-2020

If you’re a doctor, you’ve likely heard about the need for disability insurance. But how much disability insurance do you really need? Let’s walk through your options today.

How Much Disability Insurance Do Medical Professionals Need? Disability insurance is an important part of any financial plan. It’s particularly important for anyone in the medical field. But how much disability insurance do doctors need?

You should spend some now. But this is also a great time to tackle some financial goals. Let's tackle them together!

7 Smart Ways to Spend Your Year-End Bonus It can be tempting to spend your year-end bonus right now, but there’s more you could be doing with your yearly windfall.

You did it. Your residency match is a testament to all your hard work. Now’s the time to strengthen your finances for what’s next. Whether it’s managing student loan debt or protecting your income, you can feel confident in your future. Message me to get started.

This has been a common conversation recently. If you are curious about which life insurance you should have, reach out!

Comparing Term and Whole Life Insurance Comparing term life insurance vs. whole life insurance can help you choose the best life insurance plan for your life.

If you’d like to discuss your growing family’s financial plan, I'm here to help.
Reach out if need help adapting your financial plan for your growing family.

Your New Baby Financial Checklist: 6 Things to Do Before Your Baby Arrives When you’re getting ready to have a baby, there are plenty of things to do and buy. In addition to picking out a new car seat and baby outfits, here are six things to check off your new baby financial checklist.

Are you losing money on your taxable investments? Let’s discuss whether tax-loss harvesting is the right strategy for you.

How Does Tax-Loss Harvesting Work? A tax-loss harvesting strategy offsets your capital gains through investment losses. Read more to learn how tax-loss harvesting may help lower your tax bill.

Investing is one of the best ways to build wealth over time. Check out this primer on investing, and please reach out if you’d like more information about how investments fit into your financial plan.

What to Know When You Start Investing If you haven’t done it before, investing can feel overwhelming. But as with all things, a little knowledge about the basics of investing can help you get started.

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.

If you’ve got old retirement accounts, we’d love to work with you to determine whether an IRA rollover is right for you.

Rolling Over an IRA Rolling over an IRA allows you to move funds from one account to another while retaining these accounts’ tax advantages. Learn more about IRA rollovers.