Jasmine Shah - Northwestern Mutual

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.

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.

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.

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.

Some of the most memorable experiences don’t cost a dime, but it’s still important to reassess your financial plan towards the end of the year. Ready to get started? Reach out today.

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.

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.

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.

A health savings account (HSA) and flexible spending account (FSA) are similar. Both let you put pre-tax dollars toward qualified medical expenses. But they have key differences. Reach out to me for more clarity on which may be more right for you.

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.

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.

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.

As your family grows, you want your wealth to grow, too. As you plan to expand your family, reach out if you need help preparing for what lies ahead.

How Much Does It Cost to Have a Baby? Though that new baby is priceless, there are some costs you’ll need to prepare for.

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.

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.

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.

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.

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.

I know—nobody needs higher prices on notebooks, pencils, and pens. So, here’s one way to ace the back-to-school shopping test: before buying, look in closets and drawers. You might have more school supplies than you thought. For more tips, check here http://spr.ly/6183PeIT1

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.

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.

From tiny steps to big dreams, let's set up a savings plan for their journey and yours. No better time to start than right now.

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.

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.