Stephen Strum, MBA - Northwestern Mutual

As a trusted Financial Advisor, this page is dedicated to bringing you relevant and innovative ways to protect you, your families and your business.

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.

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4 Pro Tips for Managing Remote Workers | Northwestern Mutual

A lot of people are experiencing this for the first time. These tips can help.

northwesternmutual.com Managing a remote team can be extra challenging if you’re experiencing it for the first time. Here are some pro tips for managing remote workers.

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4 Spending Traps to Avoid While Social Distancing | Northwestern Mutual

Be smart about your spending.

northwesternmutual.com While staying at home might seem like an automatic way to save money, that's not always the case. Here are 4 spending traps to avoid while social distancing.

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How to Care for Elders During the Coronavirus Crisis | Northwestern Mutual

If you’re concerned about the well-being of an elderly loved one or neighbor, here are some things you can do.

northwesternmutual.com The COVID-19 pandemic is hitting the elderly particularly hard. Here are some concrete steps you can take to care for elders during the coronavirus crisis.

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One Mom’s Advice for How to Stay Productive While Working From Home | Northwestern Mutual

Will a ‘check the door’ policy work for you? These quick and easy tips will help ease the chaos.

northwesternmutual.com While life is anything but normal now, you still have a job to do and kids to take care of. This mom offers her advice on how to stay productive while working from home with kids.

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How to Have a Staycation With Your Family When You Can’t Travel | Northwestern Mutual

Here are some ideas to make your spring break at home more memorable.

northwesternmutual.com Many families have had to cancel their spring break plans, but that doesn’t mean you can’t spring break at home. Here’s how to have a staycation with your family when you can’t travel.

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How to Communicate Effectively While Working From Home | Northwestern Mutual

It’s becoming the new normal, so it’s important to know how to adjust.

northwesternmutual.com While working remotely, it can be difficult to maintain a level of communication that’s on par with an office setting. Here’s how to communicate effectively while working from home.

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Essential Tips for Parents Working From Home With Kids | Northwestern Mutual

Don’t forget to carve out time for joy on the schedule.

northwesternmutual.com Adjusting to a work-from-home schedule is disruptive, especially if you have children. Here are essential tips for parents working from home with kids for the first time.

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Meal Planning Tips to Remember the Next Time You Shop for Quarantine Groceries | Northwestern Mutual

A woman who grew up 45 minutes from the nearest store shares her favorite meal-planning hacks.

northwesternmutual.com Our grocery habits have had to change because of the coronavirus. These are the meal planning tips to remember the next time you shop for quarantine groceries.

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Quick Ways to Cut Costs From Your Budget | Northwestern Mutual

If you’re concerned about keeping expenses down, these are 6 easy things you can do right away.

northwesternmutual.com The coronavirus economy may have you looking for easy ways to lower your expenses right now. Here are 6 quick ways to cut costs from your budget.

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9 FAQs About the Coronavirus Stimulus Package, Answered | Northwestern Mutual

Here’s a breakdown of the ways the CARES Act is providing relief.

northwesternmutual.com There’s a lot of relief provided in the CARES Act, but it’s hard to navigate how to take advantage of it. From stimulus checks to small business loans, we answer 9 FAQs about the coronavirus stimulus package.

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Quarantine Activities That Help You Keep Doing the Things You Love | Northwestern Mutual

Keeping up your regular routine will just require a little more creativity now.

northwesternmutual.com Spending most of your days indoors isn’t easy. Here are some ideas for quarantine activities when everything is closed that can help you keep doing the things you love.

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5 Things to Know About How the Coronavirus Will Impact Your Finances | Northwestern Mutual

This roundup explains how the effects of the coronavirus are trickling down to your money.

northwesternmutual.com From stimulus checks to scammers and more, there have been a lot of takeaways and developments in this coronavirus economy. We run down 5 things to know about the coronavirus will impact your finances.

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What Small Business Owners Need to Know About the Paycheck Protection Program | Northwestern Mutual

Learn how you can take advantage of the Paycheck Protection Program to help your small business at this critical time.

northwesternmutual.com As part of the coronavirus stimulus package, small businesses are getting access to forgivable loans. Here’s what small business owners need to know about the Paycheck Protection Program.

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6 Ways the Coronavirus Is Impacting Finances for Retirees | Northwestern Mutual

There are some major changes you can take advantage of this year.

northwesternmutual.com If you’re retired, there are several things you should know about how the coronavirus is impacting finances for retirees. Here’s what retirees should know.

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5 Things to Buy in April — And 3 You Should Skip | Northwestern Mutual

You can find some good deals online, but focus on what you really need over the next few months.

northwesternmutual.com The coronavirus has disrupted traditional retail sales cycles, but you can still find deals on items you need or want now. Here are 5 things to buy in April and 3 to skip.

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5 Ways to Improve Your Finances in April | Northwestern Mutual

Let’s talk if you’d like to discuss your goals this month.

northwesternmutual.com From learning about your finances to boosting your retirement savings, here are 5 ways to improve your finances in April.

Timeline Photos

[04/02/20]   "With social distancing due to COVID-19, there is also a concern about in-person medical exams when applying for life and disability insurance. We understand these concerns. In response, Northwestern Mutual is offering clients the opportunity to apply for life and disability insurance without a medical exam at the time of application. We want you to have the insurance coverage you want, when you need it, and while taking the necessary precautions with social distancing. We have options to accommodate your current needs."

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Navigating an Unlimited PTO Policy | Northwestern Mutual

There are a few things you should know.

northwesternmutual.com More and more companies are offering unlimited PTO. We asked people who have been there how they navigated their unlimited PTO policy.

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6 Home Remodeling Projects to Consider Before a Parent Moves In | Northwestern Mutual

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.

northwesternmutual.com If you’re considering taking in an aging parent, these home remodeling projects may help make the transition easier. Here are 6 to consider.

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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.

northwesternmutual.com 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.

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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.

northwesternmutual.com Need some help reaching your financial goals? First get these psychological roadblocks out of your way.

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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.

northwesternmutual.com Being too deprivational in your budget can actually hurt your progress toward financial goals. Learn the right way to work splurges into your budget.

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4 Things to Buy in March — And 3 You Should Skip | Northwestern Mutual

If you’re ready to spring forward and save some money, here are the deals to look for this month.

northwesternmutual.com As the calendar turns to spring, there are plenty of good deals if you know where to look. Here are 4 things to buy in March and 3 you should skip.

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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.

northwesternmutual.com 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.

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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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245 Riverside Ave, Ste 100
Jacksonville, FL
32202
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