Bill Koch - Northwestern Mutual

Bill Koch, CLU, ChFC, is a Managing Partner of Northwestern Mutual in Jacksonville, FL.

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Planning Tips Now That the Stretch IRA Is Gone | Northwestern Mutual

This is a big change, but we can help you plan around it.

northwesternmutual.com Ending stretch IRA planning was among the most significant changes included in the recently passed SECURE Act — here are a few things to consider if a stretch IRA was part of your planning calculus.

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The Do’s and Don’ts of Asking for a Pay Raise

If you’ve resolved to ask for a raise this year, this advice can help set you up for success.

northwesternmutual.com Need to make the case to get paid what you’re worth? These are the 6 do’s and don’ts of asking for a pay raise.

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How Do I Start Planning for Retirement? | Northwestern Mutual

As you approach retirement, it’s important to have regular conversations with your advisor. Please reach out if you’d like to talk about your plan.

northwesternmutual.com Approaching retirement but still have some questions? These 10 tips can help you start planning for retirement when you’re in your 50s and 60s.

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How Your Friends Can Help You Reach Your Financial Goals

It’s not always easy, but talking about money with someone else can make a big difference.

northwesternmutual.com Money shouldn’t be a taboo subject among friends. Here are 4 ways your friends can provide financial accountability and help you reach your financial goals.

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The Millennial’s Guide to Retirement Planning

Saving for retirement is a marathon, but the good news is we can all run at our own pace.

northwesternmutual.com Retirement is decades away but getting there is a journey that starts today. Here’s the millennial’s guide to retirement planning.

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This Number Is an Important Measure of Your Financial Health

It’s a good idea to take a few minutes to calculate this number.

northwesternmutual.com Wondering, how do I calculate my net worth? While it seems easy enough to calculate, many people don’t know. This simple formula is an important way to check in on how you’re doing financially.

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5 Ways to Improve Your Finances in February

Please reach out if you’d like to discuss your goals.

northwesternmutual.com From filing your taxes to talking money with your partner, here are five ways to help improve your finances in February.

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Retiring Abroad: 5 Steps to Take Before You Pack Your Bags

What to know if you’re thinking of spending your retirement overseas.

northwesternmutual.com Retiring overseas may help you stretch your retirement nest egg, but you’ll need to weigh these pros and cons first. Here’s what to consider before you retire abroad.

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4 Things to Buy in February — And 4 You Should Skip

Here are the real deals you should check out this month.

northwesternmutual.com This short month has a lot of big sales — but not all of them are actual deals. Here are 4 things to buy in February and 4 to skip.

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How to Find a Job When You're Not Even Looking

A passive job search can help ensure you don’t miss out on opportunities to grow your career.

northwesternmutual.com Even if you’re happy in your current position, starting a passive job search couldn’t hurt — you just might find your next dream job.

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Why Winter Is Actually a Good Time to Buy a House

If you’re thinking of buying a home, let’s talk about how to make this dream happen.

northwesternmutual.com Buying a house in winter can work in your favor. Here are 7 reasons why.

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How Safe Are Digital Wallets?

They might be safer than you think.

northwesternmutual.com The technology isn’t as popular in the U.S., because, among other concerns, consumers have one big question: How safe are digital wallets?

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Winter Getaways the Whole Family Can Enjoy

Let’s talk about budgeting for your next family vacation.

northwesternmutual.com Whether you want a real winter wonderland or plan to flock to warmer weather, these are 4 winter getaways the whole family can enjoy.

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

Check out these deals if getting fit and becoming a savvier shopper made it on to your resolutions lists.

northwesternmutual.com The holiday season isn’t the only time for deals — you’ll also find plenty of discounts this month. Here are 6 things to buy in January and 4 to skip.

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How You Can Achieve These 4 Money Resolutions in 2020

If you need a game plan for reaching your financial goals, I can help.

northwesternmutual.com Many people start the new year with these 4 financial resolutions, but it can be hard to stay on track. Here’s why these money resolutions typically are hard to keep —but how you can succeed.

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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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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. 

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What Are the Best Ways to Save for College?

Regardless of your financial situation, there’s a college savings plan that can work for you.

northwesternmutual.com It’s never too early to start saving for your child’s tuition. Here are the best ways to save for college.

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5 Ways to Give Kids Meaningful Gifts Without Busting Your Holiday Budget

These tips can help you go from overspending to meaningful giving.

northwesternmutual.com Giving your kids meaningful gifts — rather than just many gifts — is a holiday tradition worth exploring. Here are some tips to avoid holiday overspending that won’t shortchange the holiday cheer.

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Smart Tax Moves to Consider Before the End of the Year

Please reach out if you’d like to discuss ways to be more tax-efficient with your financial plan.

northwesternmutual.com Tax planning shouldn’t wait until April 15. There are smart tax moves you can make before the end of the year that could help lower your tax bill — this tax checklist can help.

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How to Be More Charitable Year-Round

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

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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What You Should Know Before Refinancing Your Mortgage

Let’s discuss how refinancing your home could impact your financial plan.

northwesternmutual.com Refinancing your mortgage can be a smart financial move, but it doesn’t make sense for everyone. Here’s what to consider before you make the decision.

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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.

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What Is Gender Lens Investing?

You can invest for growth in a way that also aligns with your principles. We can talk more if you’re interested.

northwesternmutual.com Gender lens investing has pulled in more than $1 billion in funds from investors, but what is gender lens investing, and how does it work?

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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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How My Finances Changed After Marriage

Marriage is a major life milestone for you, your partner and your finances.

northwesternmutual.com From feeling more secure to making budgeting simpler, here’s how my finances changed after marriage – for the better.

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How to Find and Claim Your Missing Money

Are you owed money? Here’s how to find it.

northwesternmutual.com Roughly $58 billion in unclaimed assets are floating around in the U.S. Here’s how to find and claim your missing money or assets.

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Test Your Credit Score Knowledge With This Quiz

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

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

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

Being a savvy shopper will help you stick to your holiday plan.

northwesternmutual.com With Black Friday falling later in the month this year, retailers are getting a jump on the holiday season with big sales — but not every deal is worth your money. Here are 6 things to buy in November as you prepare your holiday shopping list.

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Should You Get Life Insurance Through Your Employer?

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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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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How to Maximize Your Savings With DRIP

Here’s why a dividend reinvestment program (DRIP) can be a powerful tool for long-term investors.

northwesternmutual.com It’s one strategy that helps you reap the potential benefits of compound interest and dollar-cost averaging. Here’s how to maximize your savings with DRIP. 

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These are the 9 Financial Things You Should Do Every Year

These are quick and easy, and they can make a big difference for your money.

northwesternmutual.com Just like a yearly physical, or maintenance on your car, you need to check in on your finances regularly. This yearly financial checklist can help keep your finances on track.

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4 Fall Vacation Ideas for Families That You Might Not Have Considered, But Should

These are some great suggestions for a fall getaway.

northwesternmutual.com Fall is a great time for a family getaway that won’t break the bank. If you’re looking to enjoy a little time off before the holidays, here are 4 great fall vacation ideas for families.

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How to Decide If You Want to Accept a Job Offer

Accepting a job that’s not the right fit could cost you in the long run. Ask these questions before you say “yes.”

northwesternmutual.com Getting a job offer is exciting, but it’s important to hit pause to make sure the new role is a good fit. Here's how to decide if you want to accept a job offer.

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What Every Homebuyer Should Ask a Home Inspector

It’s important to be thorough about this key part of the homebuying process.

northwesternmutual.com A home-inspection contingency should be included in your contract if you’re buying a home. But you also need to know how to interpret your report. Here are 10 questions to ask your home inspector.

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Why I’m Starting a Baby Savings Fund

If a baby is in your future, let’s talk about your financial plan.

northwesternmutual.com The cost of having a baby can be staggering. A baby savings fund can help easy some of the financial pain during the first year, letting you focus on baby smiles. Here’s how one couple is starting to save.

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5 Inexpensive Ways to Learn In-Demand Tech Skills

Certain skills are in such high demand that major companies are offering comprehensive courses for little to no cost.

northwesternmutual.com No matter the industry, technology is changing the way we do business, but you don’t need to enroll in college courses to keep up. Here are five ways to learn in-demand tech skills for free.

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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.

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

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Is Whole Life Insurance a Good Investment?

While it’s not an investment in the traditional sense, it can add a lot of value to your financial plan.

northwesternmutual.com Is whole life insurance a good investment? Technically, it isn’t an investment, but it can add value to your financial plan - find out how.

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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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What to Buy in October — And What to Skip

Look for deals on both small and big-ticket items this month.

northwesternmutual.com Look for deals on both small and big-ticket items this month. Here's what to buy and what to skip in October.

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5 Ways to Improve Your Finances in October

There are a couple important financial deadlines in October.

northwesternmutual.com In addition to important deadlines, October is also a great time to perform some end-of-year financial maintenance. Here are five ways to improve your finances in October.

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