James Wallace, CFP RICP

I am honored to be recognized as a Forbes | SHOOK Best-in-State Financial Security Professional. My team and I are proud of the work we do for our clients, helping ensure they have a solid plan in place to pursue their goals and face the future with confidence. https://www.forbes.com/lists/best-in-state-financial-security-professionals/

I am grateful for a simple weekend celebrating freedom, family, and the traditions that bring us closer together. Firetruck parades, neighborhood pool, hot dogs with nice cold coke, and sunburns. Independence Day is an opportunity time to remember those who put in the work to get us to where we are, and examine the future we're building for those we love most.

Just like our nation's founders planned for a stronger tomorrow, financial planning is about creating security, opportunities, and peace of mind for future generations. Whether it's saving for college, preparing for retirement, building an emergency fund, or protecting your family's legacy, every small step forward matters.

Remember those who came before. Celebrate today. Plan for tomorrow. 🇺🇸❤️

Take a few moments to revisit your retirement goals with this midyear financial checklist—it’s a simple way to stay on track and feel confident about where you’re headed. And if you’d ever like to talk through your overall financial picture, I’m always here and happy to help.

Your Midyear Checklist for Maintaining a Healthy Retirement Keep your retirement on track with a midyear review. Here are the financial tasks to check off your list today.

Building an emergency fund for life’s unexpected twists and turns is an important step toward feeling more secure and confident in your financial journey. I’m here to support you every step of the way—from getting started to staying on track and motivated.

An Emergency Fund to Fit Your Life Learn how much you should typically save in an emergency fund, as well as when to adjust your savings goal up or down and when to use it.

“Life can take unexpected turns—are you prepared to handle your expenses if it does? Let’s chat about how disability insurance can help protect your income and keep your lifestyle on track, no matter what comes your way.”

Strong jobs data may sound like good news—but with inflation still sticky, markets may see it differently. Brent Schutte, chief investment officer of Northwestern Mutual Wealth Management, breaks down what investors should know. http://spr.ly/6185B8L38v

AI is driving stocks higher—but narrow market leadership means that there is more to these gains than meets the eye. Northwestern Mutual Wealth Management CIO Brent Schutte examines what’s underneath the gains and why diversification still matters. http://spr.ly/6181B8iY31

Let’s talk through the right type of life insurance for your needs and goals.

Different Types of Life Insurance, Explained Different types of life insurance play different roles in your overall financial plan. Learn how each type might help support your goals.

AI leadership, hotter inflation signals, and a changing of the guard at the Fed—Northwestern Mutual Wealth Management Company CIO Brent Schutte breaks down the economic data and markets news investors need to know. http://spr.ly/6186B8VDKg