Pointer Wealth

Young households are spending less and saving more. Read this article for ideas on how you can take control of your finances, and then let’s connect so we can build a plan that’s tailored to your goals.

Mindful Spending Is the New Flex: Save More, Splurge Smarter Young households are spending less and saving more. Discover how you can take control of your finances, even in uncertain times.

Learning the language of finance is the first step toward deeper understanding—and better conversations—about your money.

Financial Terms Everyone Should Know Learn key terms for investing, estate planning, buying a home, and more.

I’d be happy to show you how a permanent life insurance policy could work for you and your family.

What Is a Permanent Life Insurance Policy? Permanent life insurance pays a death benefit no matter when you die and builds cash value as you pay premiums. Here’s how permanent life insurance policies work.

You’ve worked hard for your money and don’t want to spend more than required on taxes. Let’s discuss your tax-efficient strategy when it comes to annuities—and all your financial tools.

How Is an Annuity Taxed? The tax rules for retirement accounts can be complicated, so you might wonder whether annuities are taxable. Here’s a breakdown.

Are you on track with your 401(k) savings? Here are some things to think about for age 30, 40, 50, 60 and beyond.

What Is the Average 401(k) Balance by Age? See benchmarks for your 401(k) by age 30, 60 and beyond. Plan out your 401(k) contributions to reach your financial goals in retirement.

A Roth IRA is one way to grow money tax-free for retirement. I can help you figure out whether it’s a good fit for you. Just reach out and we’ll chat!

How to Use a Roth IRA to Grow Wealth Your Roth IRA can grow in two ways: through your contributions and through the performance of your investments. See how a Roth IRA might fit into your financial plan.

Life insurance isn’t one-size-fits-all. Let’s talk about how your income, debt and family goals impact your coverage needs.

How Much Life Insurance Do I Need? Not sure how much life insurance to carry? These practical guidelines can help you estimate coverage for yourself and your loved ones.

Northwestern Mutual’s general account delivered record results for policyowners in 2025.

Investing for the long term with discipline, experience and humility Northwestern Mutual Chief Investment Officer Jeb Bentley shares his view on our record results in 2025.

Even though standard benchmarks provide a useful baseline, a realistic estimate of your retirement income must be custom-fit to your specific goals and vision. Reach out if you’d like help calculating your retirement income.

How to Calculate Your Retirement Income There’s a lot that goes into figuring out how much you’ll need in retirement—and where it’ll come from.

Let’s help protect your future with long-term disability insurance. Don't let unexpected events derail your finances.

What to Know About Long-Term Disability Insurance Learn what long-term disability insurance is—including what counts as a short-term vs. long-term disability, what is covered and how you can qualify for benefits.