Kevin M. Gomez, MBA, RICP, CLTC, is a Northwestern Mutual Financial Advisor.
01/16/2025
A 401(k) is a popular way to save for retirement, but it’s important you follow the rules—like contribution limits. If you have questions about your plan, let’s connect.
401(k) Contribution Limits for 2025 There are limits to how much you can contribute to your 401(k) each year.
01/15/2025
This is a concept I can get behind. If you’re looking to talk through all the small steps to feeling better about your finances, I’m only a DM away.
File these habits under "Thanks, but no thanks, 2025." Want to build better strategies together? Let’s do it.
01/06/2025
The IRS has released new income thresholds for tax brackets and a new standard deduction for 2025. Here are the new numbers and how to use them to calculate the amount of federal tax you may owe.
Here Are the New Tax Brackets for 2025 We look at the new IRS tax brackets for 2025 and explain how the progressive tax brackets work when it comes to your effective tax rate.
12/30/2024
Yes, we’re all excited about the new year ahead. But before saying Happy New Year, let’s take a moment to celebrate the opportunities we made the most of in 2024. What was your big financial win? Let me know in the comments.
Every holiday season, there’s that one gift. The "IT gift”, that everyone wants. Well this year, let’s make the "IT gift" a gift that keeps on giving. Let’s make a financial plan that helps you afford many more years of “IT gifts."
12/16/2024
Whole life insurance can help you throughout your life in ways you may not know. Take our quiz to learn more about how it works.
How Much Do You Know About Whole Life Insurance? Whole life insurance can play an important role in your financial plan. It’s one of the most flexible financial tools available for you—able to help you with many financial goals.
Life is full of surprises. And whether it’s six inches of fresh powder overnight or a financial opportunity, it pays to be prepared. Let’s make a plan that has you ready for whatever, whenever. Reach out anytime.
12/10/2024
Your health insurance can impact your financial plan as a whole. I’ll show you how.
What to Know Before Open Enrollment It’s a good idea to take the time you need to understand this annual process so you can make the best health coverage choices for you and your family.
Getting good at holiday budget bingo takes skill, stamina, and resilience. But mostly, it takes planning—financial planning. So if you want to worry less, knowing you have the fun stuff covered, let’s make a plan. Reach out anytime.
12/02/2024
If you’re retired, here are a few things to think about before the end of the year to keep you and your money on track.
Your 2024 End-of-Year Financial Moves in Retirement Now that you’re tapping into your nest egg, it’s important make sure your finances and retirement plans are still on track. Here’s an end-of-year financial checklist for retirees.
Ah, Thanksgiving. Time to pile on the trimmings—turkey, mashed potatoes, stuffing. And don’t forget the cranberry sauce! The same is true with your financial plan. A 401(k) is good. But it’s just a start. Reach out and let’s see if your plan could use a little gravy.
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