Kevin Olson, WMA

10/09/2026

You've worked hard for what you've built.

When in doubt, slow down and verify.

If you are unsure or want to discuss vulnerabilities, reach out to your advisor: www.nextphaseadvisorygroup.com

Scammers are smarter than ever—targeting everything from bank accounts to life insurance. Here are eight ways to protect yourself.

10/02/2026

Insightful article about the evolution of your financial story.

At Next Phase Advisory Group, we help clients embrace life's transitions with clarity, confidence, and purpose because every phase of life deserves a strategy.

To our clients: thank you for allowing us to be part of your journey. We look forward to helping you navigate whatever your next phase may be.

Visit our website to learn how we uniquely support and service our clients: www.nextphaseadvisorygroup.com

Financial planning isn’t a checklist or point in time. It’s an endeavor that evolves as your life evolves.

09/21/2026

New 2026 tax laws! Useful resource for end of year planning...

Income timing, giving, retirement, and estate planning moves to review before December 31.

09/14/2026

Some of life's most meaningful milestones begin with a backpack, a classroom, and a little anticipation about what's ahead. We're proud to celebrate this season with the students and families of Next Phase Advisory Group.

08/12/2026

What do you get when you put a group of client-obsessed professionals in the same room for a few days?

A lot of ideas, a lot of laughs, and a renewed commitment to doing what we do best and maybe a little too much coffee.

At Northwestern Mutual's 146th Annual Meeting, Next Phase Advisory Group had the opportunity to connect, learn and celebrate the reason we do what we do….our Clients.

Our time in Milwaukee, WI was a reminder that when a team comes together with shared values, trust, and intention, great things happen.

We're grateful for one another and for the relationships within our team. Our collaboration fuels our success and allows us to serve and support our clients with purpose every day.

This year’s annual meeting reinforced what makes our group extremely special & unique and has us excited for our Next Phase.

10/18/2024

My profile has moved to the Next Phase Advisory Group Facebook account. Please follow there for all detailed information about our firm services and timely updates. https://www.facebook.com/nextphaseadvisorygroup/

04/04/2023

Last week marked the close of yet another volatile quarter. Read Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s thoughts in this week’s Market Commentary.

Last week marked the close of yet another volatile quarter. Read more in this week’s Northwestern Mutual Weekly Market Commentary.

03/21/2023

Silicon Valley Bank is just the latest sign that higher rates and reduced liquidity are taking a toll on the economy. Read Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s thoughts in this week’s Market Commentary.

The Fed needs to consider how far it is willing to go with rates as economic strains continue to grow. Read more in this week’s Northwestern Mutual Weekly Market Commentary.

06/03/2022

11/30/2021

See what Northwestern Mutual Chief Investment Strategist Brent Schutte thinks about how the new variant might impact the economy.

Interest rate and omicron fears deal markets a one-two punch. That and more in Northwestern Mutual’s Market Commentary for the week of Nov. 29, 2021.