Thomas Boyer - Northwestern Mutual
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Confidence levels soar with the right guidance. From retirement planning to financial security, working with an advisor who gets you makes all the difference. Reach out today to take the first step toward a more confident future.
Source: Northwestern Mutual Planning and Progress Study, 2023.
Let’s do something silly for a great cause. I’m thrilled to be part of the , and I hope you’ll do it too.
Here’s how:
1) Take a photo or video of you balancing a lemon on your head
2) Share it on social media with the tags Alex's Lemonade Stand Foundation & Northwestern Mutual
3) Challenge friends, family, and coworkers to do the same
Ready?
These days, debt is weighing down a lot of people. If you’re one of them, there’s some good news. With the right strategies, you can pay down your debt AND save toward your goals. Yes, at the same time. Reach out and let’s put a plan together for you.
07/13/2023
The latest Northwestern Mutual research finds Americans making more progress in paying down their debts. While debt may seem bad, it isn’t always. Please reach out if you’d like to talk about your financial plan and check out these strategies to manage debt.
How to Manage Your Debt Debt can be a burden, but it can also be a great financial tool if you’re managing it well.
If you are passionate about something, pursue it. I’m ready to help build a financial roadmap to turn your dreams into reality.
*Source: Northwestern Mutual Great Realization 2022 Study
With a solid financial plan, we can work together to lower your debt while also allowing you to build toward your financial future. Contact me to get started.
Source: Northwestern Mutual Planning & Progress Study, 2023
07/06/2023
Assessing one component of your financial plan each month is a great way to keep tabs on your fiscal health.
Your Midyear Financial Checkup This checklist can help you make sure your finances are on track for the rest of the year. Here’s what to assess for the next 6 months.
06/30/2023
Permanent life insurance can be an important part of your retirement plan. Please reach out if you’d like to talk about your retirement plan.
How Permanent Life Insurance Works When You Retire While it may seem like your need for life insurance diminishes in retirement, the opposite is actually true. Learn how to use life insurance in your retirement planning.
06/23/2023
The amount you have in savings is important, but how you’re saving can go a long way to help you get the most out of your money.
I’d love to schedule time to learn more about your situation and show you how some simple tweaks can help you get more out of your savings.
Here's What Americans Have Saved for Retirement by Age, and What They Think They’ll Need See how you stack up with your peers and what you can do to maximize your savings.
It's time to bridge the gap between dreams and reality. Find your number, set your goals, and watch your retirement dreams come to life.
06/21/2023
Roth IRAs are a great way to help minimize the amount you’ll owe in taxes over time. See more about how they work and please reach out if you have any questions or would like to discuss adding one to your financial plan.
What Is a Roth IRA? A Roth IRA is a great tool to help you save for retirement while minimizing taxes.
06/16/2023
Think about what you love doing. Then think about being able to do it all the time. Start planning now, and I can help you retire the way you want without having to change your current lifestyle. So, what are you most excited to do in retirement? Let me know in the comments.
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