01/05/2026
Together, let’s find even better opportunities ahead. http://spr.ly/6183COMeF
David Gerace - Northwestern Mutual
David Gerace, CFP®, WMCP®, CLU®, ChFC®, RICP® ,ChSNC®, CAP® , CLTC®, CASL®
Let me help you ensure your financial future is all you want it to be.
12/22/2025
You’ve earned a splurge on something fun now. But don’t pass up this opportunity to tackle some financial goals. http://spr.ly/61807OVCe
12/15/2025
Please reach out if you have questions about the new numbers or how to use them to calculate the amount of federal tax you may owe. I’d love to help. http://spr.ly/61827fys0
12/08/2025
’Tis the season to show appreciation for those who make your life easier all year round—just don’t forget to account for tips in your holiday budget. http://spr.ly/61807001q
12/01/2025
Did you know 76% of American millionaires consider themselves to be disciplined financial planners? This is one of five habits of millionaires Northwestern Mutual identified in our recent Planning & Progress study. All of the habits are things anyone can do. http://spr.ly/61897z0gP
11/24/2025
You don’t have to overspend to make your holidays memorable. Reach out if you want to talk about how to budget for life’s big moments. http://spr.ly/618371loh
11/17/2025
If you’re a high-income earner or have substantial wealth, these tried-and-true year-end tax strategies are for you. Reach out so we can start planning. http://spr.ly/61897Ei41
11/12/2025
The new tax law includes several provisions that could significantly impact older adults’ finances. Read this article to learn more about how the changes may affect you; then reach out so we can start planning. http://spr.ly/618178OV9
11/05/2025
Having no plan for long-term care is a financial blind spot for many individuals and families. Take the opportunity now to talk about options and plan ahead; your future self (and your loved ones) will thank you! http://spr.ly/61877EomN
10/29/2025
You may be retired but you still should review how your finances stand before the end of the year to keep you and your money on track. Please reach out if you have any questions. http://spr.ly/6189AtfM7
Want your business to be the top-listed Accountant in Louisville?
Click here to claim your Sponsored Listing.
Click here to claim your Sponsored Listing.
Location
Category
Contact the business
Website
Address
11603 Shelbyville Road Suite 1
Louisville, KY
40243