Jonathan E. Romero, Jr. is a Northwestern Mutual Financial Advisor, who helps individuals and small business owners achieve financial security.
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03/07/2023
These are some great tips. Sometimes small financial changes can make a big difference.
5 Ways to Improve Your Finances in March If you’re looking for 5 ways to improve your finances in March, here’s how you can lower your tax bill and prepare for homebuying season.
Reach your new level of financial confidence. We do financial planning differently, so you can. It’s an approach shown by Ernst & Young to give you better long-term financial outcomes than other approaches. Sound good? Let’s get started.
With the right financial plan in place, creating the life of your dreams can be as easy as drag and drop. You have the goals, I just help you get there. Contact me to get started.
02/22/2023
A recent Northwestern Mutual survey found that moving to a new city or state is a top life goal many people intend to pursue in the coming year. Reach out if you have questions about how a change of scenery could impact your financial plan.
5 Financial Considerations Before Moving to a New City or State Thinking about relocating to a new city or state? Here are five cost-related questions to research as you contemplate the move.
I can help you map out your goals so you can make someday a reality. I’m ready when you are.
Sometimes it seems the taller they grow, the more you owe. The right financial plan can make what once felt daunting feel achievable and under control. Message me to get started!
How can you reach a new level of financial confidence? Watch and see how our unique approach to planning can show you the way. Then let’s talk.
02/09/2023
You should spend some now. But this is also a great time to tackle some financial goals.
7 Smart Ways to Spend Your Year-End Bonus It can be tempting to spend your year-end bonus right now, but there’s more you could be doing with your yearly windfall.
02/07/2023
Here are some simple steps to keep your finances on track this month. Please reach out if you want to have a conversation about your situation.
5 Ways to Improve Your Finances in February This month, take stock of your retirement savings and start to prepare for tax season. Here are 5 ways to improve your finances in February.
24% of people who plan to make a career change in the next two years say they want to start a new business. If you’re taking that leap, reach out to me for help. And check out these 9 ways to get on the right track: https://www.northwesternmutual.com/life-and-money/financial-steps-to-take-before-starting-a-business/
*2022 Northwestern Mutual Great Realization Survey
Let’s toast to the good choices that got us here, as well as the financial plan to keep you going.
01/25/2023
Stop putting off that thing you keep talking about doing. Reach out so we can make a plan to help you do it in 2023.
2023 Financial Resolutions These are great 2023 financial resolution ideas. Make this the year you make a financial plan to do the things you want, now and in the future.