Evan Hamilton - Northwestern Mutual

Evan Hamilton - Northwestern Mutual

I help families, individuals, and businesses create a plan for success.

5 Ways to Give Kids Meaningful Gifts Without Busting Your Holiday Budget 29/11/2022

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.

28/11/2022

In all the years the US had a divided government, one-year returns for the market have been positive 70% of the time. Reach out today to discuss how to keep your financial plan on track. http://bit.ly/3gp6fik

27/11/2022

Whenever you’re wondering about your finances, you can feel good knowing they’re just a tap away. Reach out and I’ll send you an invite to activate your online account. Have one already? Download the Northwestern Mutual Mobile App today.

26/11/2022

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.

What You Should Know About RMDs 25/11/2022

Please reach out if you have questions about RMDs.

What You Should Know About RMDs If you’re getting close to age 72, it’s time to start planning for required minimum distributions, or RMDs. Here are five things to know about RMDs that’ll help you avoid some common mistakes.

24/11/2022

I know plenty of people who are grateful for having the right financial plan. And I know others who are thankful for a second helping of pumpkin pie. And a third. Tell me in the comments what you’re grateful for this Thanksgiving.

Thinking of Retiring Early’? Consider These 5 Things First 23/11/2022

If you’re interested in retiring earlier than expected, let’s talk about how that could impact your retirement income strategy.

Thinking of Retiring Early’? Consider These 5 Things First The pandemic has prompted some people to move up retirement. But there are some financial considerations to address before you decide to retire early.

What’s a HELOC? 22/11/2022

A HELOC can be a great way to use your home to access credit at a lower rate than you might pay with other types of loans. Please reach out if you’re interested in discussing your financial options.

What’s a HELOC? What is a HELOC? A HELOC, or home equity line of credit, is an alternative to a home equity loan that may provide more flexibility.

How Inflation Is Impacting Retirement Planning 21/11/2022

Having a solid and flexible plan can help you ensure a stable income in any economic environment.

Reach out if you have questions about how recent government actions and the current economy are affecting your retirement plan.

How Inflation Is Impacting Retirement Planning It’s important to take into account how rising costs could affect your retirement plan. Here’s how to make sure your plan is solid.

21/11/2022

Do your heirs know what to expect? A planned and prepared talk about inheritance can alleviate anxiety on all sides. Reach out and I’ll show you how. http://bit.ly/3SXzSUW

5 Ways to Improve Your Finances in November 16/11/2022

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.

15/11/2022

We all know it - A diversified job market and high compensations make West Coasters more eager to take chances and kick start a new career.

If you’re in the 20% that’s still contemplating it, let’s chat today and start a financial plan that will help ensure a smooth career transition.

Source: Northwestern Mutual Great Realization Study, 2022

Here’s How Tax Brackets Work 14/11/2022

The IRS has released new income thresholds for tax brackets and a new standard deduction for 2023. Here are the new numbers and a look at how to calculate how they translate into the amount of federal tax you will owe.

Here’s How Tax Brackets Work Tax brackets can be confusing. We explain how you can use them to estimate your tax bill.

13/11/2022

When it comes to leaving a legacy, talking about your plans with your heirs is an important first step. Reach out and I’ll show you how. http://bit.ly/3SXzSUW

12/11/2022

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.

How to Financially Prepare for a Baby in 9 Months 11/11/2022

According to the 2022 Northwestern Mutual Great Realization survey, 21% of people who plan to make major life changes over the next two years say one of them is having kids.

If you’re planning to add to your family, this checklist can help you get ready.

How to Financially Prepare for a Baby in 9 Months From getting ready for the hospital bill and covering parental leave to getting important documents in place, we’ll help you financially prepare for a baby in 9 months.

Your Year-End Financial Checklist 09/11/2022

Year end is an ideal time to review your finances as you prepare for whatever the new year brings your way.

Your Year-End Financial Checklist The end of the year can be the perfect time to step back and review your finances. Our year-end financial checklist can help.

08/11/2022

Make sure your voice is heard at the ballot box this November 8th. Set a calendar reminder and spread the word to friends, family, coworkers, and even complete strangers. 🗳

Financial plans for the real world 07/11/2022

What kind of financial plan helps enable someone to change course in life? Our Chief Customer Officer Christian Mitchell shares how to build a financial plan that can work in the best of times, and in the imperfect, complex world we live in.

Financial plans for the real world Let’s be real: life is not linear. Our journeys are almost never a smooth road from Point A to Point B.

Being trustworthy pays dividends 03/11/2022

Northwestern Mutual is announcing a record-setting, industry-leading $6.8 billion dividend payout to our policyowners in 2023. Our CEO John Schlifske explains what it means for our clients:

Being trustworthy pays dividends Today, I’m thrilled to announce that Northwestern Mutual expects to pay a record $6.8 billion in dividends to our policyowners in 2023.

02/11/2022

Looking to grow your skills in the financial services industry? Our Internship was ranked Top 5 Financial Services Industry Internship Programs for 2023 by Vault Guide to Top Internships. I am looking to identify top talent for 2023!

01/11/2022

By developing a solid charitable giving strategy, you can maximize the impact your philanthropic efforts have on the causes that matter most to you. Let me show you
how.

Life Insurance for New Parents 01/11/2022

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.

Being trustworthy pays dividends 31/10/2022

Here are some good insights from our CEO! If you’re looking to work with a great company with a strong foundation, let’s have a conversation!

Being trustworthy pays dividends Today, I’m thrilled to announce that Northwestern Mutual expects to pay a record $6.8 billion in dividends to our policyowners in 2023.

31/10/2022

Northwestern Mutual announced another record-breaking dividend payout of $6.8B. I’m proud to be part of a company that lets us share our success with our clients while maintaining financial strength so we can be there for them when they need us most. http://bit.ly/3Fkbkm3

30/10/2022

Already maxed out your retirement accounts, but want to give your money a chance to grow even more before you get there?

We've got a great way to do it, tax-deferred, and give yourself guaranteed income in retirement. Get in touch to find out how.

Social Security Payments Are Heading Higher 29/10/2022

Social Security payments will rise next year to keep up with inflation. Here’s a look at the changes you need to know about for 2023.

Social Security Payments Are Heading Higher High inflation has driven cost-of-living adjustments for Social Security to the highest level in more than 40 years. Here is a look at what you need to know about changes to Social Security in 2023.

What Is a Certificate of Deposit? 28/10/2022

If you don’t need your money right away but need to keep it in a very safe place, this may be a good option.

What Is a Certificate of Deposit? Learn what a certificate of deposit (or CD account) is, how CD accounts work, what CDs are best for, and how certificate of deposit interest rates are determined.

Videos (show all)

Whenever you’re wondering about your finances, you can feel good knowing they’re just a tap away. Reach out and I’ll sen...
I know plenty of people who are grateful for having the right financial plan. And I know others who are thankful for a s...
We all know it - A diversified job market and high compensations make West Coasters more eager to take chances and kick ...
By developing a solid charitable giving strategy, you can maximize the impact your philanthropic efforts have on the cau...
You’ve worked hard to create a legacy for the people you love, we can help make sure your wealth and family are protecte...
Is it time to turn your passion project into a full-time job?I think so. Let’s talk about how to make it happen. Source:...
Did you know your physical well-being is tied to your financial well-being? Let’s get those numbers up to 100%!Source: N...
Whether you are upgrading, downsizing, or looking for a place to get away- the right financial plan can help you feel co...
Nothing is more important than family. So let's work together to create a financial plan that is as important to your fa...
Nothing is more important than family. So let's work together to create a financial plan that is as important to your fa...
Let’s start closing the planning gap! The right plan will prepare you for whatever life throws at you. Get in touch and ...
Financial enlightenment starts and ends with the knowledge that you don’t have to worry anymore. For real, you can relax...

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