Stacy Calkins Sullivan - Northwestern Mutual

Financial Planning, Life Insurance Planning, Disability Income Planning, Retirement Planning, Education Funding, Long Term Care Planning

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

The Best Up-and-Coming U.S. Cities Worth Visiting This Summer

What’s on your summer bucket list? Still plotting out your summer travel? Our list of the best up-and-coming U.S. cities offer fun, entertainment, dining and accommodations the whole family will love.

How I Overcame My Fear of Joint Bank Accounts

If you’re unsure how to combine finances with your significant other, let’s talk. When her then-boyfriend suggested they open a joint bank account, Kelly balked. Here’s how she overcame her fear of joint bank accounts and merged their money.

The Parent’s Guide to Paying for Your Kid’s Wedding

These expert tips can remove the stress and make room for celebrating the happy couple. Help your child have the wedding of their dreams — while keeping your relationship (and finances) intact. Here’s the parent’s guide to paying for your kid’s wedding.

How One Couple Turned Their Backyard Into a Family Oasis

If you’re planning for a dream renovation, let’s talk about how you can make it happen. This couple designed the perfect backyard to spend more quality time with friends and family. Here's how they designed their dream backyard without blowing their budget.

5 Off-the-Beaten-Path Honeymoon Destinations

If you’re getting married soon, let’s talk about creating a financial plan for you and your soon-to-be spouse. Escape the crowds of popular honeymoon spots and opt for one of these overlooked spots instead. Here are 5 off-the-beaten-path honeymoon destinations you should consider.

The 5 Best Things to Buy in July — And 2 to Skip

Several retail holidays in July can help you save money on these purchases. Black Friday in July, anyone? Here are some of the best things to buy in July, thanks to a several major retail holidays — plus, a few items to skip.

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

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

5 Ways to Improve Your Finances in July

July is a great month to set a little cash aside and score some killer deals from your favorite online retailers. From scoring big deals to the best places to book a last-minute vacation for the family, here are five ways to improve your finances in July.

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. 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 Multiple Ways You Can Use Permanent Life Insurance Throughout Your Life

Let’s talk about how life insurance can help you throughout your life. Permanent life insurance is an important part of your financial plan and will grow with you throughout your life. Here are ways you can use permanent life insurance at every stage of your life.

5 Common Life Insurance Mistakes — and How to Avoid Them

This month is #LifeInsuranceAwarenessMonth. Let’s have a conversation to figure out what’s right for you. We get it — life insurance can be tricky. Here are some basics to understand so you can avoid making these common life insurance mistakes.

This Financial Advisor Grew Up With Strong Women — And It Shaped Who She Is Today

Having a financial plan is one of the most empowering things a woman can do for herself. Sindy Canizales-Walters had formidable female role models growing up in her mother and grandmother. Here’s what she learned from these strong women, how it shaped who she is today, and how she wants to use the wisdom she learned to help empower others.

[06/25/19]   It’s hard to believe that it has been 3 years of impacting my community, family/friends, and construction workers! Thank you to my clients for trusting me to assist you in planning for your children's education, managing your risks, building your wealth, and preparing for retirement. I could not have done this without you or the introductions you have all made to me throughout the years. I look forward to the lifetime relationships we continue to build, thanks to our Northwestern Mutual family! #northwesternmutual

Trade Fears Re-emerge, Here’s What Investors Need to Know

Will the latest round of tariffs be a short-lived disruption, or something with staying power? Our Chief Investment Strategist weighs in on the latest twist in U.S.-China trade talks. Trade fears have once again appeared in the markets, but should long-term investors be worried? Here’s what to know about the latest U.S.-China trade talks.

5 Ways to Make Sure You’re Getting Paid What You’re Worth

Help boost your earning power with these tips. The gender pay gap is real: Women made 85 percent of what men did in 2018. While this may be alarming, there are some practical ways to help. Here are 5 ways you can help close the gender pay gap for yourself.

What This Advisor Thinks You Need to Feel Financially Empowered

When it comes to your finances, knowledge is key. Andrea Williams, a financial advisor with Northwestern Mutual in Chicago, describes why she thinks education is the key to feeling in control of your finances.

Disability Insurance - DI Income Insurance | Northwestern Mutual

Your ability to earn income is your biggest asset. Help protect it with disability insurance. Learn how disability insurance can help protect a portion of your income and provide a fundamental layer of security for your financial future.

Why Your Business Needs Disability Overhead Expense Insurance

This is a crucial tool to keep your business up and running – even if you can’t be there. When you own and generate the revenue for a small business, a disability could put your whole company in jeopardy. Disability overhead expense insurance can help, here’s how.

How Does Debt Consolidation Work?

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

Why I’m Not Telling My Son He Has a 529 Until After College

She’s really teaching him the value of money. Mindy Wilke wants her son to know the power of earning money. That’s one of the main reasons she isn’t telling him about his 529.

What to Know Before You Open a 529 College Savings Plan

Let’s discuss if saving for college is one of your big goals. A 529 college savings plan can be a great way to save for your child’s future college tuition. But here’s what you need to know before you open a 529 college savings plan.

How Can I Incentivize Key Employees in My Business?

Keeping key employees is important for business growth. Let’s talk about how your financial plan can support your business goals. Your business is only as good as its employees, and it takes more than competitive salaries and health insurance plans to attract and retain top talent. Here are additional strategies to consider to incentivize key employees.

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. 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).

5 Affordable and Memorable International Travel Destinations for Families

These are great spots the whole family will enjoy. 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. 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. 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. 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. 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. 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.

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. 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. 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. 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. 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. 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. 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. 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. 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. 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.

8 Questions to Ask to Find the Right Real Estate Agent for You

Let’s talk if buying or selling a home is in your near future. Whether you’re buying or selling your home, ask these 8 questions. The answers will help you find the right real estate agent for you.

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. 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. 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.

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

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. 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. 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. 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.

Want your business to be the top-listed Finance Company in Elm Grove?

Click here to claim your Sponsored Listing.




500 Elm Grove Rd Suite 201
Elm Grove, WI

Opening Hours

Monday 07:00 - 17:00
Tuesday 07:00 - 17:00
Wednesday 07:00 - 17:00
Thursday 07:00 - 17:00
Friday 07:00 - 17:00
Other Financial Planning in Elm Grove (show all)
DeMore Wealth Management, LLC DeMore Wealth Management, LLC
500 Elm Grove Rd, Sute #100
Elm Grove, 53122

We are a full-service tax and wealth management firm with the goal of making a significant difference in our client's lives.

Tim Rennicke - Thrivent Financial Tim Rennicke - Thrivent Financial
13500 Watertown Plank Rd, Ste 207
Elm Grove, 53122-2200

I have completed advanced education and licensing requirements. Which means I can provide comprehensive, customized financial guidance for you.

Annex Wealth Management Annex Wealth Management
12700 W Bluemound Rd Ste 200
Elm Grove, 53122

Annex is a registered investment advisor founded with the goal of serving the complete financial needs of family, individual and business clients.

Daniel G. Krivos - Northwestern Mutual Daniel G. Krivos - Northwestern Mutual
500 Elm Grove Rd, Ste 201
Elm Grove, 53122

Daniel G. Krivos, CLU®, ChFC®, CLF®, is a Northwestern Mutual Managing Director & Wealth Management Advisor who will help you achieve financial security.

Vantage Financial Partners Vantage Financial Partners
13500 Watertown Plank Road STE 207
Elm Grove, 53122

As life continues to evolve, you can rely on our team to provide a variety of financial solutions that help meet your changing needs at every stage.

Family Investment Planning Family Investment Planning
925 Elm Grove Rd
Elm Grove, 53122

Financial Planning, Retirement Planning, Investment Advice / Recommendations Portfolio Management

Liberty Financial Group, Inc. Liberty Financial Group, Inc.
700 Pilgrim Pkwy, Ste 300
Elm Grove, 53122

Fee-only, fiduciary advisors who listen and truly care about what is important to you. We provide pure, unbiased financial financial planning advice.

Adam S. Keller :: The Keller Group :: Northwestern Mutual Adam S. Keller :: The Keller Group :: Northwestern Mutual
500 Elm Grove Rd, Ste 201
Elm Grove, 53122

Adam Keller is a Wealth Management Advisor with Northwestern Mutual. He helps individuals and business owners achieve financial security.