Leave the 99 Wealth Management

10/07/2026

Here’s everything you need to know about your first appointment with me. It’s straightforward, simple, and easy. Let’s get started.

10/06/2026

10/06/2026

Inflation remains sticky and consumers continue to spend. Here’s what the latest data may mean for investors and why a diversified plan can help navigate uncertainty. http://spr.ly/6189BGLtU5

10/06/2026

99 Second Money Update

10/05/2026

You’ve worked hard for your money—don't let fraudsters cheat you out of it. http://spr.ly/6188BGuxTm

10/01/2026

When you’re feeling like life is a little off-balance, remember—you can’t control everything, but you can control your financial plan. Let’s get started on yours today.

09/29/2026

99 Second Money Update: A Legacy That Lasts

Proverbs 13:22 says, “A good man leaves an inheritance to his children’s children.”

That invites us to think beyond our own lifetime. How can the decisions we make today bless generations we may never meet?

An inheritance can include financial resources—and the faith, wisdom, and habits that help the next generation steward them well.

💼 For high earners: Give your wealth a purpose beyond accumulation. Consider how your estate plan, investments, and life insurance support what you want to leave behind.

🏡 For working families: You don’t have to be wealthy to start building a legacy. Consistent saving, protecting your family, and teaching your children how to manage money are meaningful first steps.

💳 For those paying down debt: Creating financial breathing room can be part of your legacy. Every responsible step models patience and discipline for the people watching you.

Your next step: Talk with your family about two questions: “What do we want to leave behind?” and “What do we want to teach along the way?”

An inheritance gives the next generation resources. Stewardship helps prepare them to use those resources wisely.

09/29/2026

Economic growth remains strong, but rising interest rates and inflation pressures are creating new risks for investors. See the latest market commentary from Northwestern Mutual Wealth Management CIO Brent Schutte. http://spr.ly/6183BGU2PV

09/28/2026

No one can predict exactly what retirement will look like. That’s why having a plan that can adapt matters. Let’s talk about ways to create flexibility and confidence for whatever retirement brings. http://spr.ly/6188BGdYVq

09/28/2026

Financial spirals were so last year. I’m ready to meet you where you are, ask better questions and uncover more opportunities to help you flourish.