Usman Malik - Northwestern Mutual

Taxes are set to rise substantially in 2026 for owners of LLCs, partnerships, sole proprietorships and S-Corps. But there’s still time to take advantage of today’s lower tax rates. Reach out today and let’s work together to get prepared.

SLATs can be an important estate planning tool for couples in certain situations. And with the lifetime estate tax exemption set to roughly halve at the end of 2025, now is an opportune moment to begin planning. I can help you get started.

Should You Consider a Spousal Lifetime Access Trust (SLAT) A Spousal Lifetime Access Trust can be an important estate planning tool for certain high net worth individuals. Here’s what to know.

Let’s make sure you’re one of the few who’ll be prepared. With many of the provisions of the Tax Cuts and Jobs Act projected to sunset in 2025, now’s the time to get ready. Reach out soon and let’s make the most of this historic opportunity.

Should an ILIT be a part of your estate plan? With the current estate tax exemption set to halve at the end of 2025, now is an opportune moment to revisit (or start) your plan. Connect with me for personalized advice.

What Is an Irrevocable Life Insurance Trust (ILIT)? Learn how an irrevocable life insurance trust (ILIT) works, and how an ILIT can benefit you, including how an ILIT can protect your life insurance from estate taxes.

Are you ready for potential income tax increases in 2026? Here are six ways to get the most out of your money. Reach out for personalized advice.

Taxes on the Rise: 6 Planning Tips to Help You Save Money Your income taxes may go up in 2026. Here are six planning tips to help you get the most out of your money.

Today’s historic estate tax window closes at the end of 2025. That may seem far off, but if you want to leverage this opportunity, it's important to act quickly. Start by reading this short article, and then reach out so we can build a plan, together.

Historic Estate Tax Window Closing: Secure Your Legacy Today Today’s estate tax exemption is at a historic, all-time high. But that all changes at the end of 2025. Act now to leverage this “use it or lose it” opportunity.

During this holy month, may your faith be strengthened, your mind enlightened, and your soul purified.

Warm wishes from our team for a Ramadan filled with forgiveness, kindness, and abundant blessings!

Tri-Harbor Financial Group

What will bring you happiness? Wealth, fame, that big promotion? Findings from the Harvard Study of Adult Development say the key to your happiness isn’t in any of those places. Here’s where you’ll want to look instead: http://spr.ly/6180uK94e

Northwestern Mutual announced their 2024 dividend payout— an expected $7.3 billion. The largest-ever. Northwestern Mutual has been sharing their success with clients since 1872, and whose financial strength allows us to be there for our clients through all economic conditions. Get more details: http://spr.ly/6188uHyFm