Marie O'Keefe - Northwestern Mutual

Marie O'Keefe is a Northwestern Mutual Financial Advisor who helps her clients achieve their financial dreams and goals.

Most people have goals and dreams for their financial future, few people have someone to hold them accountable. Marie's approach is to help you shape your vision and dreams, and attain them by creating alignment between your actions and your intentions. We look first to understand your vision and dreams for the future. It says a lot about you; and like you, your vision is unique. Marie does this by identifying: * What is most important to you and * Why it is important * Looking at the steps it will take to get you there * By Monitoring your progress and keeping in touch Marie's mission is to help you secure your family's or business' vision and creating a map so you can get there. Marie's goal is to be her clients’ “financial fitness coach”.

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Is There a Best Time of Year to Retire?

Here are some things to consider if you want to sail into retirement with the wind at your back.

northwesternmutual.com As you close in on retirement, you may be wondering if there is a best time of year to retire. Here are a few things to think about as you pinpoint your final day at work.

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Northwestern Mutual Commercial | Travel Planning

There is nothing more American than a dream. And every dream is as unique as every American. Our version of financial planning helps our clients plan for what’s most important to them today, and every day after. So they can live the life they’ve been dreaming about. https://www.youtube.com/watch?v=deg6oYsM0ac&list=PL7u7mvVIEKJC_H41C3cEe9_e43raeKQGG

There is nothing more American than a dream. And every dream is as unique as every American. Our version of financial planning helps our clients plan for wha...

Happy New Year from all of us Northwestern Mutual! #SpendLifeLiving

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How to Perform a Year-End Financial Wellness Checkup

These 5 steps can help you make sure your money is ready for whatever life throws your way.

northwesternmutual.com A year-end financial wellness checkup can be a great way to ensure your finances are in good shape for 2020. Here are five things you should check in on. 

Wishing you and your family a Merry Christmas! ?

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America the risk-averse

When it comes to big financial decisions, Americans tend to play it safe. Northwestern Mutual's Director of Personal Markets, Emily Holbrook, shares how to be more confident in the financial choices we make.

linkedin.com Americans are generally risk-averse and tend to play it safe, especially when it comes to their finances. According to the latest findings from our Planning & Progress Study, three-quarters of Americans (72%) report they are more comfortable reducing risk to ensure the safety and stability of their

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5 Financial Resolutions That Will Help You Take Control of Your Money in 2020

These first steps can help you make progress on some big financial goals.

northwesternmutual.com Being better with your money may be easier than you think. Our financial New Year’s resolution checklist can help you with these popular financial goals.

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What You Can Do Now to Jump-start Your Financial Resolutions

If you’ve got big financial resolutions for 2020, let’s talk about how I can help you with them.

northwesternmutual.com You don’t have to wait until January to start working on your financial resolutions. Here are practical steps you can take now to help you reach your financial goals next year.

A Key Trade Deadline Approaches as Jobs Data Shines | Northwestern Mutual

Unemployment numbers lifted stocks last week, but a key U.S.-China trade deadline is fast approaching.

northwesternmutual.com Unemployment levels hit a 50-year low last week, but a key trade deadline is fast approaching for the week ahead.

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6 Things to Buy in December — And 4 You Should Skip

The extensive holiday discounts this month could help you save big on your gift list.

northwesternmutual.com ‘Tis the season for great shopping deals.

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How to Be More Charitable Year-Round

#givingtuesday
If giving is important to you, we can talk about how to make it a part of your financial plan.

northwesternmutual.com There’s no need to wait until the end of the year to make donations to your favorite causes. Be more charitable year-round so that giving becomes a habit — these tips can help.

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5 Ways to Improve Your Finances in November

The holidays are hectic, but if you have some spare time in the coming weeks these financial moves can set you up for success.

northwesternmutual.com In between shopping and holiday gatherings, see if you can carve out some time to improve your finances in November.

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Why This Couple ‘Skipped’ the Holidays to Go on a Dream Vacation

I love traveling and planning for vacation memories to last a lifetime. If you want to make a tradition of traveling over the holidays, let’s talk about how you can plan for that.

northwesternmutual.com For this woman, trading in pumpkin pie for a tropical drink was the best way to spend Thanksgiving. Here are the 5 reasons she chose to take vacation travel over the holidays.

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If you’ve heard me say what I do, I always tell people I make your dreams come true. Below read more about Northwestern Mutual helping other women’s dreams come true! #spendlifeliving

Last night, NorthwesternMutual had the pleasure of hosting CMA New Artist of the Year nominee, Carly Pearce, for an intimate performance in Nashville, Tennessee.

Carly and Northwestern Mutual employees are in town for the 53rd Annual #CMAAwards — and this year the ceremony will celebrate the legacy and impact of women in country music. We join CMA Country Music Association in their celebration of women in business by highlighting our #SpendYourLifeLiving ad during the show. The ad shows a hardworking woman, putting in long hours, doing the work, yet without the fulfillment she seeks.

We see her answer the phone and she has achieved her dream – her own company, her name on the door. This is what our version of financial planning looks like. Just like powerful women are inspiring generations to reach for their own stars.

NorthwesternMutual can help all people get on the path to fulfilling their own dreams. Tomorrow is important, but the good stuff is happening now. #SpendYourLifeLiving.

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A Few Things to Consider Before Investing in IPOs

The bigger question you should ask is, “How does this fit into my long-term plan?”

northwesternmutual.com Investing in IPOs, like all investments, is risky, and there may be a few unique considerations before investing in a newly public company.

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What You Can Do Now to Jump-start Your Financial Resolutions

Ready to start planning for 2020 goals. If you’ve got big financial resolutions for 2020, let’s talk about how I can help you build a financial plan to reach them.

northwesternmutual.com You don’t have to wait until January to start working on your financial resolutions. Here are practical steps you can take now to help you reach your financial goals next year.

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This Man’s Second Act Is Helping Veterans Become Entrepreneurs

This business owner has an inspiring story of what retirement means to him. #VeteransDay

northwesternmutual.com At 73, he’s not slowing down.

Thanks Rogers Towers for a great Women’s night of Glass Blowing!

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Northwestern Mutual To Pay Policyowners Largest Ever, Industry-Leading $6 Billion Dividend Payout - Oct 31, 2019

Pretty neat to announce that In 2020, @nmfinancial expects the largest dividend payout to policyowners in company history.

news.northwesternmutual.com News Releases News Releases Northwestern Mutual To Pay Policyowners Largest Ever, Industry-Leading $6 Billion Dividend Payout Continues record of annual dividend payout to policyowners every year since 1872 MILWAUKEE, Oct. 31, 2019 /PRNewswire/ -- Northwestern Mutual announced today that its policyo...

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5 Ways to Improve Your Finances in November

The holidays are hectic, but if you have some spare time in the coming weeks these financial moves can set you up for success.

northwesternmutual.com In between shopping and holiday gatherings, see if you can carve out some time to improve your finances in November.

northwesternmutual.com

What a Health Scare Taught This Couple About Financial Planning

We help people plan for situations like this all the time. Please reach out if we can help you.

northwesternmutual.com My husband had a serious health scare in his 30s. Here’s what my husband’s health scare taught us about financial planning and estate planning.

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What You Can Do Now to Avoid Holiday Overspending

Overspending during the holidays doesn’t have to be the norm. These tips can help.

northwesternmutual.com Unfortunately, many people go into debt over the holidays. But there are ways to keep your budget under control and avoid holiday overspending — these 4 tips can help.

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Should You Get Life Insurance Through Your Employer?

Employee hand books that describe benefits can be overwhelming, If you’re on the fence about your employer’s offerings, let’s meet and work out a protection plan that suits your needs.

northwesternmutual.com Getting life insurance through your employer is convenient, but it may not always be the best option. So, should you get life insurance through your employer? Here are a few things to consider.

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How to Choose a Trustee and Guardian for Your Children

If you’re a parent, this is an important task you shouldn’t put off.

northwesternmutual.com Choosing who will be responsible for your children should something happen to you is an emotional and financial decision. Here are some tips for how to choose a trustee and guardian for your children.

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How Learning to Talk About Money Changed My Life

Talking about money is hard, but it can have a huge impact. My goal is to leave every client with a better relationship with money then when they first met me. Lets schedule a call to talk.

northwesternmutual.com For financial advisor Shayne Corriea-Fernandez, having a mentor push her to talk about money changed her whole outlook on what was possible in life. Here are the lessons she learned, and how she’s passing them onto her own children.

This is why I am a Rotarian!! #endpolionow #droptozero

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Credit Reports vs. Credit Scores: Understanding the Difference

This week I'm talking to clients about Credit Reports vs Credit Scores. They’re connected, but they aren’t the same. Lets schedule a phone call to talk more about it.

northwesternmutual.com Here's why you should pay attention to both credit reports and scores to really know where your credit stands.

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Test Your Credit Score Knowledge With This Quiz

I talk with many clients about building their credit, its key to a secure financial future. Do you think you’re a credit expert? Take this quiz to test your credit score knowledge. To talk more about your credit score lets schedule a phone call.

northwesternmutual.com Think you’re a credit expert? Take this quiz to test your credit score knowledge.

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Your Guide to Understanding and Filling Out the FAFSA

It’s important to discuss the cost of college with your family — and look for resources that can help you cover them.

northwesternmutual.com An important read for parents and college-bound students alike.

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Why Northwestern Mutual CEO Is Turning Milwaukee Into A Tech Hub

In a Fortune Magazine interview, @NMFinancial CEO John Schlifske discusses why attracting top tech talent to Milwaukee is crucial to delivering an exceptional client experience.

fortune.com The 160-year-old life insurance giant is going digital, and has discovered the only way to lure in smart tech workers is to remake Milwaukee too.

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The No-Stress Guide to Getting Out of Debt

A third of Americans‘ incomes goes toward debt. These simple steps can help you get rid of yours. And if you would like to meet and make a plan to get rid of the debt just PM me and well get it started.

northwesternmutual.com Simple changes you can make now will get this moving.

northwesternmutual.com

The No-Stress Guide to Getting Out of Debt

A third of Americans‘ incomes goes toward debt. These simple steps can help you get rid of yours. And if you would like to meet and make a plan to get rid of the debt just PM me and well get it started.

northwesternmutual.com Simple changes you can make now will get this moving.

northwesternmutual.com

The No-Stress Guide to Getting Out of Debt

A third of Americans‘ incomes goes toward debt. These simple steps can help you get rid of yours. And if you would like to meet and make a plan to get rid of the debt just PM me and well get it started.

northwesternmutual.com Simple changes you can make now will get this moving.

northwesternmutual.com

401(k) vs. IRA: How Should I Save for Retirement?

Get in touch if you’d like to learn more about how saving for retirement fits into your financial plan.

northwesternmutual.com When it comes to the “how should I save for retirement?” question, you’ve got options. We’ve laid out the basics of 401(k) plans and IRAs to highlight the key differences, plus the pros and cons of each, so you can decide which method of saving is best for you.

So I thought it was pretty cool when @carsonking2 was just trying to get a beer and asked people to Venmo, and then ended up raising 50k and gave it to the children’s hospital, and Now My company just matched 50k and sending Milwaukee beer his way ?#alexslemonadestand #childhoodcancer

I love what I do and how I get to impact my clients lives daily! Reminiscing of last week at Northwestern Mutual’s Women Affinity Summit and hanging out with the Top Women Advisors at NM. #nmwas2019 #spendlifeliving

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5 Ways to Improve Your Finances in September

If you’re looking to review your insurance coverage, we can help.

northwesternmutual.com The lazy days of summer are over, so now’s a good time to prioritize your finances again. From preparing for the FAFSA to revisiting your life insurance coverage, here are 5 ways to improve your finances in September.

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Millennial Money: #couplegoals Start With a Money Summit

A recent survey by @nmfinancial and @theKnot found that only 37% of couples actually talk about their finances monthly. I offered three simple guidelines for keeping these conversations on track.

nytimes.com Spreadsheets and savings goals aren't sexy. That's probably why great love stories, when retold, don't delve into household finances. But money is a central part of any relationship. And how you deal with it (or don't) can determine whether your own tale is a short story or a novel.

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Is Disability Insurance Worth It?

Here’s how to keep illness or injury from touching your income.

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.

alexslemonade.org

Fundraise for Marie O'Keefe

This month I will be logging miles on my bike in support of Alex's Lemonade Stand! Please join my team or help donate for every mile I ride and let's put an end to Childhood Cancer!

alexslemonade.org This September, I will Be Bold & Go Gold during Childhood Cancer Awareness Month by participating in The Million Mile. Support me with a donation of any amount and help move us closer to finding a cure for all children with cancer! Thank you for your support!

[09/04/19]   I hope everyone is staying safe as hurricane Dorian passes over us today!

New Trade War Threats Drive Markets Down | Northwestern Mutual

New pressure is coming from both sides.

northwesternmutual.com Stocks moved sharply lower Friday after a string of tweets from President Trump suggest the President may look to escalate the trade war with China.

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4 Questions Physicians Should Ask About a Policy’s Disability Insurance Definition

Let’s talk though these questions.

northwesternmutual.com A disability insurance definition is a critical part of any policy. If you’re a physician, here are 4 questions you should ask.

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5 Financial Questions to Cover with Your Aging Parents

You’ll need the answers to these questions someday. The sooner you ask, the better.

northwesternmutual.com As your parents reach retirement age, the time might be right to talk about their financial situation. Here’s how to talk to aging parents about finances.

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