Jeff Mall - Northwestern Mutual

Jeff Mall, CFP, CLU, ChFC, CASL, RICP is a Northwestern Mutual Wealth Management Advisor who helps individuals and business owners achieve financial security.

My mission is to help people develop a holistic approach to money in their lives by serving their family or business in achieving financial security

Markets Drop on Coronavirus News, Here’s Our Perspective | Northwestern Mutual

When fear grips the market, it’s crucial to trust the plan we’ve built together. Markets dropped on coronavirus news this week, which means it’s important to take a step back, here’s our perspective.

Small Business Financial Wellness Checklist: Why You Need One | Northwestern Mutual

I’d be happy to work on these steps with you. In 5 easy steps, jump start your planning with this small business financial wellness checklist.

The Right Way to Work Splurges Into Your Budget | Northwestern Mutual

Having a solid financial plan means you can have fun now and secure your future. If you don’t have a plan, let’s talk. Being too deprivational in your budget can actually hurt your progress toward financial goals. Learn the right way to work splurges into your budget.

Spring Break Destinations for Every Type of Family | Northwestern Mutual

If saving for a big family vacation is one of your goals, let’s talk. Deciding where to go for spring break will entail figuring out type of family you are. Check out these spring break destinations, whether your family loves sports, sun or culture.

4 Mental Roadblocks That Get in the Way of Reaching Financial Goals | Northwestern Mutual

What goals do you want to accomplish? Let’s talk about how I can help you get to the finish line. Need some help reaching your financial goals? First get these psychological roadblocks out of your way.

Confidence in Your Financial Plan Is Key During Market Uncertainty | Northwestern Mutual

Confidence in a financial plan is a big advantage when financial markets grow fearful. Financial markets tend to reward investors who have confidence in their financial plan during peak uncertainty in the stock market. I did the math.

Market Commentary Week of February 17, 2020: Consumers, Small Businesses Feeling Good in 2020 | Northwestern Mutual

Gains in household income and wealth were cited more in February’s consumer sentiment report than at any prior time since 1960. Small business owners and consumers brush off coronavirus fears and more. Get our market commentary for the week of February 17, 2020.

Are Your Finances Ready for a Baby? Take Our Quiz | Northwestern Mutual

Take our quiz to find out. Your first child changes your life in the most amazing ways. But it also changes your finances. Are your finances ready for a baby? Take our quiz to find out.

5 Ways Money Can Buy Happiness | Northwestern Mutual

We can help you create a guilt-free financial plan that supports your well-being and your long-term goals. It’s possible to spend money to improve your quality of life while meeting your financial goals. Here are five ways money can buy happiness.

5 Ways to Improve Your Finances in February

Please reach out if you’d like to discuss your goals. From filing your taxes to talking money with your partner, here are five ways to help improve your finances in February.

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

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

6 Home Improvements to Make Before a Parent Moves In

If you have an aging parent moving in, these home projects can help ease the transition. Let’s talk if you’re trying to budget for renovations. If you’re considering taking in an aging parent, these home remodeling projects may help make the transition easier. Here are 6 to consider.

Science-Based Tips to Stick With Those Resolutions

It’s gut-check time for those New Year’s resolutions. Roughly 80 percent of people who made a resolution will abandon it by mid-February. These science-based tips will help you avoid that fate and stick with those resolutions

Your Credit Score Is Probably Going to Change

Here’s what you should know. The latest FICO credit score changes will affect millions of Americans. There are a few things you should know about how the changes could affect you.

Market Commentary: Jobs Data Shines While Virus Uncertainty Lingers | Northwestern Mutual

Behind concerns about the coronavirus, a fundamentally sound economy keeps pushing forward. Despite lingering uncertainty regarding the coronavirus, key economic data from around the world remains a source of strength. In the week’s market commentary, we share our views on the week that was and the week ahead for markets.

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

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

5 Questions to Help You Start Planning Your Dream Retirement

What does your dream retirement look like? To plan for the retirement you want, you first need to know what retirement will look like for you. These questions can help you get started planning your dream retirement.

Market Volatility Returns on Heels of Virus Outbreak | Northwestern Mutual

Here’s why it’s probably going to be temporary. As companies suspend operations and limit travel due to the coronavirus, market volatility has returned. However, we still expect global growth to resume in 2020.

Fed’s First Policy Update of 2020 Comes Amidst Coronavirus Concerns | Northwestern Mutual

Here’s what we’re watching. Stocks took a breather to close the week Friday as investors take measure of a coronavirus outbreak in China that’s made landfall here in the U.S.

This Number Is an Important Measure of Your Financial Health

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

How the SECURE Act May Affect Your Business

It’s one of the biggest overhauls of retirement rules in over a decade. The SECURE Act is now law, which means there will be big changes for business owners. Here’s how these sweeping retirement reforms may affect your business.

Trade Deal Double-Shot Boosts Markets | Northwestern Mutual

A huge uncertainty that’s been hanging over markets appears to have passed, for now. The U.S. and China signed the much anticipated phase-one deal, and the Senate followed up with a USMCA encore that helped dash fears that hung over markets for more than a year.

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

All Eyes on the U.S.-China Trade Deal as Iran Fears Fade | Northwestern Mutual

Plus, what an experiment at Taco Bell could mean for the economy. The markets were spooked last week after Iran retaliated for an airstrike that killed its top commander, but the fear didn’t hang around long. And this week the U.S. and China are set to sign a long-awaited trade deal.

10 Things You Should Do as You Approach Retirement

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. 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.

Money Lessons You Can Learn From 5 Timeless Quotes

Great minds can make the complexities of money seem so simple. Great minds have a knack for distilling the complexities of our world into simple quips that are no longer than a tweet. Here are five money lessons you can learn from our favorite quotes.

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.

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...

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. 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.

Stock Rally Pauses as Middle East Tensions Flare | Northwestern Mutual

Tension in the Mideast introduces a new concern for traders. Middle East tensions are a new uncertainty that could linger over markets in the weeks or months ahead.

7 Smart Ways to Spend Your Year-End Bonus

You should spend some now. But this is also a great time to tackle some financial goals. It can be tempting to spend your year-end bonus right now, but there’s more you could be doing with your yearly windfall.

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

5 Ways to Improve Your Finances in January

Is one of your New Year’s resolutions to save for a new goal? Let’s talk about how you can help make that happen. While you're thinking about New Year’s resolutions, take some time to get better with your money, too. Here are 5 ways to improve your finances in January.

12 Days of Saving: How to Recoup Some Cash This Holiday Season

If you’ve spent more than you’d like this holiday season, let’s talk about creating a budget that works for you. It’s an expensive time of year, but these tips can help you save.

‘Santa Claus Rally’ in Full Swing to Close 2019 | Northwestern Mutual

The S&P 500 could post its best year since 1997 — here’s what’s fueling the run. The S&P 500 notched its fifth straight week of gains as we reach the finish line on a historic 2019.

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

Markets on Pace for Record-Setting Close to 2019 | Northwestern Mutual

Investors received a lump of coal this time last year, here’s why this week will likely be different. The backdrop for markets this Christmas is very different than last year. That’s a big reason why markets are on pace for a record-setting close in 2019.

How You Can Achieve These 4 Money Resolutions in 2020

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

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. 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.

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. 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.

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. 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

How to Recover When Your Holiday Budget Is Blown

You still have time to get your finances back on track. These tips can help. If your holiday budget is blown, there’s no need to panic. These 4 steps can help you get back on track.

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. 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.

Are Disability Insurance Premiums Tax Deductible?

Please reach out if you’d like to have a conversation about disability insurance premiums. A common question about disability insurance, are disability insurance premiums are tax deductible? The answer: It depends.

How Safe Are Digital Wallets?

They might be safer than you think. The technology isn’t as popular in the U.S., because, among other concerns, consumers have one big question: How safe are digital wallets?

Winter Getaways the Whole Family Can Enjoy

Let’s talk about budgeting for your next family vacation. 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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245 Riverside Ave, Ste 100
Jacksonville, FL

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