Dave Buchanan - Northwestern Mutual

Dave Buchanan is a Northwestern Mutual Financial Representative who helps individuals and small business owners achieve financial security.

Supported by the trusted Northwestern Mutual brand and network, Dave Buchanan works with clients to identify their financial security needs and focuses on solutions that can help make their goals a reality. Coupled with his knowledge and experience, he also utilizes his resources and expansive network to ensure that his clients are serviced to the highest degree. Growing up in Wisconsin Dave is an alum of the University of Wisconsin- Lacrosse. He began his career at Northwestern Mutual with the passion to help people achieve their financial goals. In his free time, Dave enjoys traveling, exercising, golfing, attending concerts and festivals and following the Packers, Brewers, and Bucks and hanging out with this family and friends. Dave can assist you in focusing on your personal financial needs and/or those of your family or business. He does so by working with you to identify your financial goals, and providing you with a personalized plan of solutions to help you ensure your financial security. Along with a network of specialists, Dave Buchanan can provide access to world class insurance services. Dave strives to serve as your lifetime partner offering a holistic approach to help you with your financial planning


How to Save for Retirement If You Don’t Have a 401(k)

A 401(k) is a popular option for retirement savings, but it’s hardly your only option. Let’s talk and find the right one for you.

northwesternmutual.com You might not have a 401(k), but that doesn’t mean you can’t start planning for your retirement. Here are ways to plan for retirement without a 401(k).


4 Things You Should Do When Your Child Turns 18

Legal privileges you have as mom or dad go away when they’re 18.

northwesternmutual.com When your child turns 18, they are legally an adult. That means you may want to take care of some paperwork. Here are 4 things you should do when your child turns 18.


How Does Debt Consolidation Work?

There’s a way to streamline debt to make it easier and more affordable.

northwesternmutual.com Folding all your loans into a single account with one monthly payment can help you get out of debt faster and cheaper. So, how does debt consolidation work in practice? 


Financial Moves to Make Before You Start a Business

Would love to help you as you start your business journey.

northwesternmutual.com Starting a business puts you in charge of your destiny. But before you go out on your own, here are some financial steps to take before starting a business.


Why I Take One-On-One Vacations With Each of My Kids

Here’s why one mom prioritizes traveling with each of her kids.

northwesternmutual.com Taking one-on-one vacations allows this mom to reconnect with each of her kids in a unique way. Here’s how and why she prioritizes the expense in her budget.


Should You Convert IRA Funds to Roth?

Now may be a good time. Here’s why.

northwesternmutual.com Converting some or all of your traditional IRA funds to a Roth can have big tax advantages. Here’s when a Roth conversion makes sense.


7 Ways to Make the Most of a Family Cruise

Here’s a great vacation idea the whole family can enjoy.

northwesternmutual.com Booking a cruise for your next family vacation can provide a lot of options as far as pricing, packaging, activities and amenities. Here are expert tips for making the most of a family cruise.


Are You Ready to Downsize Your Home? Ask Yourself These 5 Questions

Answering these questions can help you envision the lifestyle you hope to grow into.

northwesternmutual.com Moving to a smaller house, condo or apartment can be a huge lifestyle and financial change as you approach retirement. Ask yourself these 5 questions before you downsize your home.


The 4 Steps This Small Business Owner Took to Turn His Company Around

He went from nearly closing his doors to building a growing business.

northwesternmutual.com Ricardo Perez’s business was months from failing when a new mentor helped him turn it all around. Here’s how he saved his business. 


The Homeowner’s Guide to Budgeting for Home Maintenance and Repairs

This is a good rule of thumb for how much to set aside every year for home upkeep.

northwesternmutual.com While people save up extensively to buy a home, not everyone plans properly for home maintenance costs. Here’s the homeowner’s guide to budgeting for home maintenance and repairs throughout the years.


5 Affordable and Memorable International Travel Destinations for Families

These are great spots the whole family will enjoy.

northwesternmutual.com Dreaming of traveling abroad with the kids? Here are 5 top international travel destinations for families where fun — and the U.S. dollar — will go far.


5 Things Worth Buying in June — And 3 to Skip

If you’re in the market for summer essentials, these are the deals worth considering.

northwesternmutual.com Whether you’re hopping in the car for a weekend trip to the beach or picking up a gift for dear old dad, here are the best things worth buying in June — and what you should skip.


How Much Income Can Your Retirement Savings Generate?

This rule of thumb is a good starting point.

northwesternmutual.com A popular rule of thumb is to use the 4 percent rule for retirement to determine how much you can withdraw from your savings each year. See why it’s just a guideline.


My Family Spends Hundreds a Month to Outsource Household Care — And It’s Worth Every Penny

Time became a lot more valuable to this family after the birth of their son.

northwesternmutual.com They worked buying quality family time into the budget.


How Do I Build My Credit?

Let’s make great credit part of your financial plan.

northwesternmutual.com Great credit can have a big impact on your finances. So you might be wondering, “How do I build my credit?” Here are 5 moves you can start making today.


How to Negotiate Your Credit Card Interest Rate

A few strategic moves now can help you pay less in credit card interest rates in the long run.

northwesternmutual.com Only 25 percent of cardholders try to negotiate their credit card interest rate, but 70 percent are successful. Here’s how to negotiate your credit card interest rate.


Should You Convert IRA Funds to Roth?

Now may be a good time. Here’s why.

northwesternmutual.com Converting some or all of your traditional IRA funds to a Roth can have big tax advantages. Here’s when a Roth conversion makes sense.


5 Ski Areas Your Family Will Love During the Summer

There’s just as much — if not more — to do at these places during the summer.

northwesternmutual.com If a summer visit to a ski resort sounds more your speed, the options are plentiful. Check out these 5 ski areas your family should visit during the summer.


Is Disability Insurance Worth It?

It’s likely worth millions of dollars to you.

northwesternmutual.com You have auto insurance, homeowner’s insurance, health insurance – even, perhaps, pet insurance. So, on top of it all, is disability insurance worth it? Short answer: yes. Here’s why.


Myths About Saving for Retirement — Busted

It’s a good time to make sure your retirement savings plan is on track.

northwesternmutual.com Your dream retirement likely doesn’t include worrying about money. Here are 6 myths about saving for retirement — and how to avoid them so you stay on track.


7 Key Steps to Take Your Small Business to the Next Level

If you’re ready to take your small business to the next level, let’s talk.

northwesternmutual.com Launching a small business is a huge accomplishment — but now you may be focused on how to take your small business to the next level. These 7 steps can help your company grow.


Will Short-Term Disability Insurance Cover My Maternity Leave?

Disability insurance can make it easier to balance parenthood and the checkbook.

northwesternmutual.com Will short-term disability insurance cover maternity leave? Yes, but the devil is in the details. Here’s what to consider when examining your disability insurance coverage.


Here’s Why You Should Save for Retirement Before College

This is a very common financial planning dilemma.

northwesternmutual.com With the cost of college today, many parents face the question: Should you save for college or retirement? Here’s what you should know.


What to Buy and Skip in May

The right timing can help you save a bundle on these large purchases.

northwesternmutual.com What to look for on sale in the month of May.


5 Ways to Improve Your Finances in May

These tips can help you make progress on your finances this month.

northwesternmutual.com From planning a splurge to evaluating your disability insurance coverage, here are 5 ways to improve your finances in May.


How to Hire the Right Home Contractor

Read this before you plan to remodel your home.

northwesternmutual.com Remodeling can be a great way to turn your current house into your dream home. These tips can help you hire the right home contractor and avoid problems down the road.


These Financial Questions Can Help Your Child Make the Right College Choice

Money isn’t the only factor in your decision — but it’s a big one.

northwesternmutual.com When it comes to choosing a college, emotions can often take precedence over financial considerations. Ask your child these 3 financial questions before deciding on a college so they find the best financial fit.


How Much Does a Financial Advisor Cost?

There are a number of different ways to pay for an advisor, including no out-of-pocket cost for you.

northwesternmutual.com If you’re thinking about improving your finances, you may be wondering how much a financial advisor costs. We break down how advisors get paid.


Your Complete Guide to Financial Jargon

You’ve heard these terms before, but do you know what they mean? #FinancialLiteracyMonth

northwesternmutual.com Financial jargon can make a dollars-and-cents discussion far more complicated than it really is. Here are some financial terms that mask their true simplicity.


How Victoria Arlen Overcame the Odds and Made Her Career Goals Come True

She didn’t let obstacles prevent her from achieving her dreams. #SpendLifeLiving

northwesternmutual.com Paralympian and ESPN reporter Victoria Arlen shares the incredible story of how she overcome the odds and stayed focused on her goals.


Why You Should Let Your Kids Plan the Family Vacation — Yes, Really

Where will you and your family take your next great adventure? #SpendLifeLiving

northwesternmutual.com 5 ways to make planning fun.

[04/17/19]   My practice is growing and I am looking to expand my team. I am adding an individual who is looking for a career with growth as support to a financial advisor. Someone who enjoys working with people in a collaborative/team oriented environment, is well organized, quick to learn/complete tasks, and is a self starter. Ideally this would be a part time position with room for growth to full time with benefits if desired. Please message me if you or someone you know would be interested in working in the field of finance!

This job is also posted on Indeed, and I do require a resume for this position and will review all applications immediately as this position is open to immediate employment.


What Is the Cash Value of Permanent Life Insurance?

It’s one benefit that you can utilize while you’re alive.

northwesternmutual.com What is the cash value of permanent life insurance? It’s a key living benefit of a permanent life insurance policy, but it’s commonly misunderstood. Here’s how the cash value of your life insurance policy can be a key part of any financial plan.


How to Create and Fund a Buy-Sell Agreement for Your Business

Let’s have a conversation about this key planning priority.

northwesternmutual.com A funded buy-sell agreement can protect you and your family if something happens to you or your business partner. Here are four things you should know about funding a buy-sell agreement.


What I Wish I’d Known Before Buying a Fixer-Upper

If you're thinking of buying a home, let’s talk about how it can fit into your financial plan.

northwesternmutual.com Buying a fixer-upper can be a savvy financial decision, but it also requires a lot of work. Here’s what one woman wishes she’d known before buying a fixer-upper.


Why Now Is a Good Time to Revisit Your Risk Tolerance

If the recent downturn had you rethinking your investment strategy, now is a good time to make changes.

northwesternmutual.com Market downturns, like the one in 2018, are good barometers to assess your risk tolerance and to think strategically about your financial goals. Here’s why now is the time to revisit your risk tolerance.


The Best Cities to Visit Before Your Kids Turn 5

Let’s talk about how you can #SpendLifeLiving by traveling with the whole family.

northwesternmutual.com Traveling with young kids can seem impossible, but it doesn’t have to be. Here are 5 cities to visit before the kids turn 5 with attractions the whole family can enjoy, from toddlers to grandparents.


5 Ways to Improve Your Finances in April

Timely tips to help you check in on your finances this month.

northwesternmutual.com From learning about your finances to boosting your retirement savings, here are 5 ways to improve your finances in April.


How Financial Planning Is Different When You Don’t Have Kids

If you need help putting together a financial plan, let’s talk.

northwesternmutual.com You may not have to save for child care or college tuition, but that doesn’t mean financial planning is any less important. Here’s what to consider about financial planning if you don’t have kids.


Why Investors Care About the Fed's Balance Sheet

This is a good explanation of something you’ll likely hear more about in the coming months.

northwesternmutual.com The Federal Reserve has signaled a pause to interest rate hikes the central bank’s balance sheet reduction plan. But what is the Fed’s balance sheet, and why does it matter?


How to Plan Your Staycation So It Feels Like a Real Vacation

Consider this a wallet-friendly way to feel rested and restored.

northwesternmutual.com Taking a staycation shouldn't just be an excuse to get busy work done. Here’s how to plan your staycation so that you’re actually getting to unwind and relax — without blowing your budget.


How to Create and Fund a Buy-Sell Agreement for Your Business

Let’s have a conversation about this key planning priority.

northwesternmutual.com A funded buy-sell agreement can protect you and your family if something happens to you or your business partner. Here are four things you should know about funding a buy-sell agreement.


5 Steps That Helped This Entrepreneur Semi-Retire by 40

This entrepreneur made a plan to retire early and #SpendLifeLiving on his own terms. Let’s get in touch if this is your goal, too.

northwesternmutual.com How saving early and planning ahead helped him get there.


What’s the Difference Between Good Debt and Bad Debt?

If you’re facing more bad debt than good, let’s discuss a plan to improve your financial health.

northwesternmutual.com Not all types of debt are equal. Here’s the difference between good and bad debt, and how each can impact your financial health.


How Whole Life Insurance Becomes a Critical Part of Your Financial Plan

If you think it’s just about a death benefit, you’ll want to read this.

northwesternmutual.com As you learn about life insurance, you’re likely to hear about whole life insurance. But what is it, and what are the benefits of whole life insurance?

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Elm Grove, WI

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