09/09/2026
Navigating family wealth transfer requires careful planning. If you’d like to ensure your assets stay with your children, explore the options in this guide. Then reach out so we can secure your family's legacy together.
Can I Leave Money to My Kids But Not Their Spouses?
Explore ways to leave money to your children—while keeping an inheritance separate from their spouse—with strategies like a trust or a prenuptial agreement.
09/07/2026
This Labor Day, we recognize and celebrate all of the incredible workers everywhere. Thank you for all that you do! 🇺🇸
09/03/2026
Don’t let daycare costs get you down. We can prepare you for what’s ahead.
How Much Does Daycare Cost?
Knowing the costs can help you prepare.
09/02/2026
It’s important to understand your options as you age.
What to Consider About Aging in Place
Here’s what to think about when considering aging in place.
09/02/2026
September is Childhood Cancer Awareness Month, and this year we’re putting purpose into action. 💛🍋
We are taking part in the Million Mile Challenge, joining others in taking steps toward a world without childhood cancer.
We’re also proud to be part of Plan with Purpose. For every new financial plan presented this September, Northwestern Mutual will donate $100 to Alex’s Lemonade Stand Foundation to support childhood cancer research.
Two ways to make an impact. One shared goal: supporting kids and families affected by childhood cancer.
Every mile. Every plan. Every step matters.
Donate or join my team, Florida Georgia Line 2026:
https://www.alexslemonade.org/2026/florida-georgia-line-2025
09/01/2026
Markets have been supported by resilient growth and enthusiasm around artificial intelligence, but the policy backdrop may be changing. Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte explains why sticky inflation, higher debt costs and uncertainty around where AI-related gains ultimately land make diversification especially important. https://www.northwesternmutual.com/life-and-money/what-higher-interest-rates-could-mean-for-markets-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=higher-interest-rates&agentid=002170
08/31/2026
A full financial cup means more than just filling your wallet. It’s about planning a future you can feel confident about. Our goal is always to help clients think ahead and feel prepared. Let’s chat and get a plan started for you.
08/27/2026
Working with a financial advisor is the first step toward taking control of your financial future. Please reach out with any questions you may have.
Empower Yourself With a Financial Plan
Recent data shows more than half of Millennials are still leaning on the Bank of Mom and Dad to some extent. Here’s how a financial plan can help you achieve true independence.
08/26/2026
Financial confidence is about more than just your net worth. Reach out and let’s discuss if you’re on track to meet your goals.
Average Net Worth by Age (and How to Keep Yours Growing)
Net worth is one part of your financial picture. Here’s the average by age in the U.S. and some tips to improve your financial confidence.