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My Mission: Through hard work and a commitment to excellence it is my mission to help my clients identify their goals and develop an actionable, individualized financial plan to achieve those goals and create lasting financial security. ~ Inspire actions, secure futures, enhance lives.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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?
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.
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.
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?
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Market Commentary Q3 2019, Brent Schutte, Chief Investment Strategist, Northwestern Mutual Wealth Management Company #northwesternmutual #economy #markets #monetarypolicy #stevestrum
northwesternmutual.com The political “happenings” are ringing a surprising amount of weight in today’s daily market movements. The markets are swayed by political slings and arrows, often in the form of tweets or breaking news reports. And many “investors” are increasingly reacting to this new reality.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Let’s talk about ways to make your financial plan tax efficient.
northwesternmutual.com If you’re preparing to leave a legacy, or if you think you stand to inherit money, it can be natural to wonder how an inheritance is taxed. Here are some of the rules.
If you’re wondering how to fit child care into your financial plan, let’s talk.
northwesternmutual.com Nanny shares can help decrease child care costs, but there are several factors to consider. Here are tips to find a nanny share that works for you, and what you need to know to set up your family for success.
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.
From weathering market downturns to helping you be more tax efficient, it can do a lot. #LifeInsuranceAwarenessMonth
northwesternmutual.com While it may seem like your need for life insurance diminishes in retirement, the opposite is actually true. Here’s how to use permanent life insurance in retirement.
If you’re looking to put your bigger paycheck to good use, let’s talk.
northwesternmutual.com Making six figures means having more money to put toward financial goals. Here’s some finance tips for young adults to learn how to manage that extra cash wisely.
Essential info if you're thinking of buying a home.
northwesternmutual.com When you buy a new home, you’ll need to get it appraised. Here are five common myths about home appraisals that could throw you off-track.
Let’s talk through how you can make the retirement of your dreams a reality.
northwesternmutual.com Your financial plan is important when planning for retirement. But to fully enjoy your next chapter, consider these 4 essential lifestyle factors that can help you prepare for retirement.
Here’s how life insurance can play a valuable role in your estate planning. #LifeInsuranceAwarenessMonth
northwesternmutual.com An irrevocable life insurance trust can help you minimize taxes and maximize control over what happens to the money you leave behind for your loved ones. Here’s how an ILIT can help you reach your financial goals.
Moms say these were worth every penny.
northwesternmutual.com Having a baby can leave new moms without much time to themselves. Here are six things that could be worth splurging on, from grocery delivery to self-care for new moms, to help new parents stay sane.
These are some smart moves to consider.
northwesternmutual.com Having a child significantly changes your budget, but there are some financial moves to make for your new baby, as well. Make these moves to set your child up for future financial success.
If getting an advanced degree is one of your goals, let’s talk.
northwesternmutual.com Advanced degrees often come with hefty price tags. These 3 questions can help you determine if grad school is worth it.
Back-to-school season doesn’t have to be a drain on your wallet.
northwesternmutual.com Looking for ways to save on back-to-school shopping, sports activities and more? Parents share their favorite hacks for saving money during back-to-school season.
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Bill Koch, CLU, ChFC, is a Managing Partner of Northwestern Mutual in Jacksonville, FL.
We are independent, fee-only advisors offering investment management and financial planning services. We believe that your financial advisor should be on your side with the sole focus of doing what is in your best interest.
I am a financial advisor with Otterson Allison Wealth Management Group of Raymond James.
I work hard to help families, individuals and business owners build wealth and reach financial goals. I do this with a relationship oriented approach.
This page is to provide you with good trust-worthy home loan information. Ask questions and get answers.
Educating the community about how to generate tax free retirement and asset protection in turbulent financial times.
Jeff Mall, CFP, CLU, ChFC, CASL, RICP is a Northwestern Mutual Wealth Management Advisor who helps individuals and business owners achieve financial security.
Local Mortgage Advisor/Loan Officer NMLS# 21388 Premier Jacksonville lender specializing in residential purchases and refinances. Helping and inspiring people to achieve their dream of home-ownership!