Jon Bentivegna

Ocean Bistro at Ocean University Medical Center is hiring 2 line cooks. 8 hour days, 7am-3pm and 12pm-7pm. Call Mo 848-448-5683.

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.

While you often can leave funds in an old 401(k), it may be beneficial to consider rolling them into a new account. Please reach out if you’d like to discuss your situation.

What to Do With an Old 401(k) You could leave old 401(k) funds where they are. But it may also be worth rolling them into a new account.

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?

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that really mean? Learn more about what’s actually included in a plan. Please reach out if you’d like to start building your plan.

What Is Included in a Financial Plan? The term “financial plan” can mean different things to different people. Learn what is included in a financial plan and how a plan can help you.

Savings accounts are a great place to keep a portion of your savings. Here’s what to know about them and how much you may want to keep in one.

Savings Accounts Learn what a savings account is, including how savings accounts work, how they are FDIC-insured and the pros and cons of different types of savings accounts.

Northwestern Mutual’s disability insurance planning protects the incomes of more medical professionals than any other industry provider.

Source: Gen Re, U.S. Individual Disability Market Survey, 2020 Results

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.

Life is nothing more than a big collection of little moments. Let’s make a plan so every moment feels financially worry-free moment.

Let's build a financial plan to help you achieve the retirement you want.

5 Questions to Help You Start Planning Your Dream Retirement To plan for the retirement you want, you first need to know what retirement will look like for you. These questions can help you get started planning your dream retirement.

Reach your new level of financial confidence. We do financial planning differently, so you can. It’s an approach shown by Ernst & Young to give you better long-term financial outcomes than other approaches. Sound good? Let’s get started.

More people want to grow wealth in a way that positively impacts the environment and society, but they aren’t sure how — we can help you get started. 🌎

What ESG Investing Means at Northwestern Mutual Growing wealth in a way that positively impacts the environment and society is increasingly important to investors but getting started can be a challenge. Here’s how to get over the hump.

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.

Whomever you select as trustee will have both significant responsibility and power in administering your assets during your lifetime and after your death. If you are struggling with your decision, this article can help you make an informed choice.

Estate Planning: What Is the Role of a Trustee? Whether you select an individual or corporate trustee, your trustee will have the authority and power to administer assets held by your trust and assume fiduciary responsibility for the trust and its beneficiaries.

Hiring a professional can help ease your mind come tax season. These questions can help you find the right fit.

Ask These Questions to Help You Choose a Tax Preparer Hiring a professional can help ease your mind, but do you know how to find a tax preparer? These questions can help.

A majority of Gen Z says they plan to “retire early” – but their definition of the word retirement is different than the norm. We hear these younger clients loud and clear, and we’re ready to help them build financial security. Our Chief Customer Officer Christian Mitchell shares Northwestern Mutual’s new research and its impact on the client experience that all generations deserve:

Gen Z is redefining retirement For many of today’s young professionals, “retirement” will mark the last day working for an organization for a paycheck alone – but it may be their first day of another job they’ve always dreamed about. Northwestern Mutual’s 2022 Planning & Progress Study found that members of Gen Z aged...

While for most Americans splitting assets evenly among heirs is the norm, many are also electing to leave unequal inheritances for their heirs as a part of their legacy plans. Let’s have a conversation about your legacy plan today.

Legacy Planning: The Unequal Inheritance Managing wealth is complicated, and your relationships with each of your heirs is unique. Leaving an unequal inheritance can be a means of acknowledging that what is in the best interest for each of your heirs as individuals may indeed vary.

You should spend some now. But this is also a great time to tackle some financial goals.

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.

These accounts allow you to transfer assets to or save for a minor child. Want to learn more? Please reach out.

What Is a UTMA Account? A UTMA account lets guardians save and invest for minors. Learn about UTMA accounts, the Uniform Transfers to Minors Act, and what assets UTMA accounts include.

Please reach out if you have questions about how this legislation could impact your financial plan.

The SECURE Act 2.0 Summary: How It Could Impact Your Retirement Planning The SECURE Act 2.0 aims to help people save more for retirement. Here is what you need to know about how some of the key provisions may affect your plan.

Financial planning shouldn’t just be a conversation between client and advisor. It should be an enlightening discussion between parents, grandparents, kids and partners about their shared future. If you’re ready to start the discussion, I can help.

Financial Planning Should Be Intergenerational Overcoming the unspoken rule that money is too taboo a topic to discuss among family members is important going forward. The reality is that families, at some point, will need to be on the same page about wealth planning.

It’s an investing philosophy that’s growing increasingly popular.

What Does ESG Stand For? It’s an investing philosophy that’s growing increasingly popular, but what does ESG stand for?

Taking these steps could help speed up the process.

4 Things to Ask Your Credit Card Company Right Now Do you want a lower APR on your go-to card? Need forgiveness for a late payment? Here are key questions that you should ask.