Todd G Grantham - Northwestern Mutual

Whether the economy slips into recession or sticks the soft landing, volatility is likely to stick around. Here’s Chief Investment Officer Brent Schutte’s take on how investors can respond.

Disappointing Jobs Data Suggests an Economy Nearing the Edge More signs emerged that the economy is nearing an inflection point. How should investors respond to the growing risks?

The right planning can help you get the most out of your savings. Please reach out if you’d like to talk about your retirement plan.

How to Build a Retirement Income Plan That Can Last As Long As You Live Today’s retirement could last 20 to 30 years. How will you ensure that your savings last? Learn how to create a retirement income plan that’s designed to last.

Now more than ever, we should have a plan for our $ after retirement. And that plan should keep an eye on taxes. Take a look at how one financial tool is taxed.

What to Know About Annuities and Taxes Given the complicated tax rules around retirement accounts, it can be natural to wonder: Are annuities taxable? We break down how tax rules apply to annuities.

Your first child changes your life in the most amazing ways. But it also changes your finances. Are your finances ready for a baby? Take our quiz to find out.

Are Your Finances Ready for Your First Child?

There are three key reasons to do it sooner rather than later—and you may be surprised by how affordable it can be.

Here’s Why I Bought Life Insurance on My Children, and You Should Too Learn why life insurance for kids can be a smart financial move for more than the death benefit. Here's how life insurance for children can build security and cash value.

If you’d like to discuss your growing family’s financial plan, we’re 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. Here are six things to put on your new baby financial checklist.

Northwestern Mutual’s latest survey shows just one in four Americans expect to leave an inheritance. But there’s more than one way to leave a legacy.

Ways to Leave a Financial Legacy You can’t take it with you. But you can make a plan for passing along what happens to what you’ve earned—and learned—after you’re gone.

Rolling an old 401(k) into your current employer’s plan, or your own IRA, is an easy way to keep your retirement savings in one place. Here’s how to do it.

How to Roll Over Your Old 401(k) Millions of Americans landed in new jobs over the past year. Here’s how to roll over a 401(k) from an old employer without incurring steep withholding taxes, penalties or fees.

Ever wondered if you’re missing out on something financially? Read this article to discover some of the most common blind spots, and then let’s connect and start turning yours into opportunities.

6 Things That Should Be Part of Your Financial Plan Did you know 87 percent of Americans say they have financial blind spots? Here are six.

If you’re thinking about gifting money to family, here are some things to know.

How Financial Gifts Are Taxed If you’ve heard that you can gift up to a certain dollar amount each year to anyone without incurring federal gift tax, that’s true. But what you may not know is that if you are looking to gift more than this amount, there is a strong chance you still can without incurring federal gift tax or im...

Try these ideas to help you avoid overspending.

6 Tips to Help You Save on Back-to-School Shopping  Take stock of what you (and your community) already have on hand. You might find your list has shortened significantly before you hit the stores.

Reach out if you need some help figuring out the best savings plan for your family.

College Savings Plans: 6 Options to Consider When it comes to saving for your child’s college education, you may have a wider range of options than you realized. Here are six of the best ones.

If you’re thinking ahead to retirement, let’s talk! We can help you create a comprehensive plan that’s tailored to you.

What Is the Reverse 4 Percent Rule? The reverse 4 percent rule is a general guideline about how much money to save for retirement. It suggests that you divide your annual expenses by 4 percent and account for inflation.

Cash value is a unique financial asset that can help you add flexibility to your broader financial plan. I’m happy to help you learn more about how it works.

What Is the Cash Value of Permanent Life Insurance? Cash value life insurance provides more than just a death benefit. See how this insurance works and how it can help benefit your financial plan.

Grantham Financial wraps diapers each quarter at the NC Diaper Bank. Come join us in September for our next volunteer day!

Assessing one component of your financial plan each month is a great way to keep tabs on your fiscal health.

Your Midyear Financial Checkup This checklist can help you make sure your finances are on track for the rest of the year. Here’s what to assess for the next 6 months.

Northwestern Mutual’s latest survey shows that Americans who work with a financial advisor have twice as much saved in their retirement plans.

Is a 401(k) a Retirement Plan? A 401(k) is important, but it’s just one piece of your retirement puzzle. Working with a financial advisor can help you complete the big picture.

As life changes, so do your priorities. I can adjust your financial plan to meet all your goals—now and in the future.

How to Afford Being a Stay at Home Mom With some careful planning and budgeting, you can afford to take the time you want to be with your kids.

How you respond to a declining 401(k) balance depends largely on how close you are to retirement. I’d love to help you troubleshoot—no matter what stage you’re at.

What To Do If Your 401(k) is Losing Money Here’s what to do—and not do—when you see your 401(k) balance go down.

According to Northwestern Mutual’s 2024 Consumer Financial Blind Spots survey, 87 percent of Americans say they have blind spots in their financial plans. Take our self-assessment to find out what you may be missing. Then let’s find a better way to money, together.

Do You Have a Good Financial Plan? Take our online self-assessment to evaluate your financial plan. Find out if you have blind spots and uncover opportunities for a better way to money.

This quiz can help you learn what’s in a good financial plan. Please reach out if you’d like to build your plan.

Do You Know What Makes a Good Financial Plan? A plan that relies primarily on investments can leave you vulnerable. Take our quiz to see what makes a good financial plan.