Jarrod Stokes - Northwestern Mutual

Now’s the time to review your financial plan and set yourself up for a successful year ahead. You can count on me to guide you every step of the way. Reach out to get started.

As you get ready to turn the page on the year, take the time to review your financial plan and set yourself up for a successful 2024. You can count on me to guide you every step of the way. Reach out to get started.

It’s a lot more than just life insurance. I’d love to show you how it can be your secret weapon in your financial plan.

What Is Whole Life Insurance? Learn what whole life insurance is, including how whole life insurance works, the benefits of whole life insurance, how cash value works, and how whole life insurance can help you retire.

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.

According to a Northwestern Mutual/Forbes survey, only 34% of business owners have a fully formed succession plan.

Have you considered how your business will endure without you? Connect with me to discuss your exit strategy today.

Guide to Business Succession Planning According to a Northwestern Mutual/Forbes survey, 74 percent of business owners want to take steps to ensure their businesses live on long after they’re no longer running them.

Research finds that most people give up on their New Year’s resolutions nearly as soon as they make them. We can help you turn your resolution into goals and create a plan that shows you a path to reach them.

How to Keep Your Financial Resolution Research suggests many of us give up on New Year’s resolutions before we get to February. Here’s how to keep your financial resolution.

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.

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.

Please reach out if you’d like help getting off to a good financial start in 2023.

5 Ways to Improve Your Finances in January Let’s start the year off right, at least financially. Here are 5 ways to improve your finances in January.

New to investing? We break down some of the most common types of investments. Please reach out if you’d like help getting started and seeing how investments fit into your larger financial plan.

Types of Investments Learn about the different types of investments, including stocks, bonds, mutual funds and exchange-traded funds, and how to make different types of investments.

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.

81% of U.S. adults who work with a financial advisor say they feel happier and sleep better, according to a 2022 Northwestern Mutual study.

That’s because when you feel good about your money, you feel better overall—we’ve seen it.

Want that to be you? We can design your financial plan so you won’t have to wonder if you can live the life you’ve always wanted, you’ll know you can.

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.

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.

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.

Have you and your family talked about what would happen if you need long-term care? Having a conversation upfront impacts how everyone feels about the choices that are made.

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

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.

Maybe you realized the life you truly want. You decided you’ll get there someday. And you will—because someday starts today. I can help you take your plans off pause. Reach out to get started.

One of the easiest ways to keep tabs on your finances is to have everything in one place. With Northwestern Mutual, you can connect your accounts and see them all at once. Reach out and I’ll help you get started today.

Investors continue to parse and react to often conflicting data as they try to anticipate when the Federal Reserve may ease up on rate hikes. See Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s latest take on where the economy may be headed and why a drop in price pressures may be on the horizon.

Inflation Fears Fuel Another Volatile Week We look at the latest inflation data and retail sales figures to determine where price pressures may be headed in the coming months.

As 2022 closes out, let’s make sure to maximize your financial plan for 2023 and more years to come. Checking in once a year on your finances is critical. It can continue to show you the best path to achieving what’s important to you in life. Reach out to me to get started.

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.

Talk of recession on top of volatile markets can make you anxious about your financial situation. But this is exactly the kind of situation a financial plan is designed to help with.

How a Financial Plan Prepares You for Times Like These How a comprehensive financial plan can take the worry out of market volatility

Your financial plan is designed to be flexible so that when your life evolves, your plan can, too. Let’s talk if these situations apply to you.

6 Times It Makes Sense to Revisit Your Financial Plan When your life and your dreams change, your financial plan should too. Here are 6 times it makes sense to revisit your financial plan.

If you’re within a decade of retirement, here are 3 conversations you should be having.

3 Topics to Cover With Your Financial Advisor as You Approach Retirement If you’re within a decade of retirement, here are 3 conversations you should be having with your financial advisor.

Need to start saving for your child’s college? Let’s talk through your range of options.

What to Know Before You Open a 529 College Savings Plan A 529 savings plan can be a great way to save for your child’s future college tuition. But here’s what you need to know before you open a 529 savings plan.