Bryce Coffee CFP� is a Wealth Management Advisor with Northwestern Mutual
12/17/2024
Chief Investment Officer Brent Schutte discusses what the latest inflation data means for the Fed and what ripple effect it could have on an economy in need of balance.
Markets Take a Breather as Inflation Progress Slows Pockets of sticky inflation are unlikely to prevent the Fed from cutting rates this week. But could they prevent the economy from broadening?
12/16/2024
Whole life insurance can help you throughout your life in ways you may not know. Take our quiz to learn more about how it works.
How Much Do You Know About Whole Life Insurance? Whole life insurance can play an important role in your financial plan. It’s one of the most flexible financial tools available for you—able to help you with many financial goals.
Life is full of surprises. And whether it’s six inches of fresh powder overnight or a financial opportunity, it pays to be prepared. Let’s make a plan that has you ready for whatever, whenever. Reach out anytime.
12/10/2024
Chief Investment Officer Brent Schutte looks at the watch points the Fed needs to consider as it fine-tunes its rate-cutting plans.
Wall Street Cheers the Latest Jobs Numbers Headline employment boosted soft-landing optimism, but a closer look highlights the challenges that remain.
12/10/2024
Your health insurance can impact your financial plan as a whole. I’ll show you how.
What to Know Before Open Enrollment It’s a good idea to take the time you need to understand this annual process so you can make the best health coverage choices for you and your family.
Getting good at holiday budget bingo takes skill, stamina, and resilience. But mostly, it takes planning—financial planning. So if you want to worry less, knowing you have the fun stuff covered, let’s make a plan. Reach out anytime.
12/02/2024
If you’re retired, here are a few things to think about before the end of the year to keep you and your money on track.
Your 2024 End-of-Year Financial Moves in Retirement Now that you’re tapping into your nest egg, it’s important make sure your finances and retirement plans are still on track. Here’s an end-of-year financial checklist for retirees.
11/26/2024
Chief Investment Officer Brent Schutte looks at why a return to balance for the economy is important for market performance going forward.
Markets Regain Some Balance; Will the Economy Follow? Market performance is becoming more balanced. Can economic growth follow the same path?
Ah, Thanksgiving. Time to pile on the trimmings—turkey, mashed potatoes, stuffing. And don’t forget the cranberry sauce! The same is true with your financial plan. A 401(k) is good. But it’s just a start. Reach out and let’s see if your plan could use a little gravy.
11/25/2024
As your life evolves, your need for life insurance also tends to change. Let’s sit down to make sure your plans match where you’re at in your life.
When Should You Reevaluate Your Life Insurance Coverage? Like many parts of your financial life, life insurance isn’t something you should set and forget.
11/20/2024
Chief Investment Officer Brent Schutte looks at evidence that the economy is out of balance and the role that rates could play in how quickly it regains equilibrium.
The Importance of Striking the Right Balance Eventually the economy will regain its balance. But what role do interest rates play in whether that return is smooth or bumpy?
11/18/2024
When there is no plan, your loved ones often become the plan. Take the opportunity now to talk about options and plan ahead; your future self (and loved ones) will thank you!
The Importance of Planning for the Cost of Long-Term Care It can be difficult to plan for something you’re not sure you’ll need. Here’s what you need to know about long-term care expenses.