James A. Finnegan - Northwestern Mutual

James A. Finnegan - Northwestern Mutual

Helping You Create a Financial Plan That Grows With You Financial security is something many of us strive to achieve in our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions.

Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your goals and dreams and develop a plan that addresses these needs and gets you started on the path to financial security.

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Are Rising Prices Here to Stay, or Temporary? 07/19/2021

Are Rising Prices Here to Stay, or Temporary?

Prices are being driven higher by a combination of supply constraints and base effects.

Are Rising Prices Here to Stay, or Temporary? With the cost of many goods and services increasing, are rising prices here to stay? Here are some things to consider if rising prices, or inflation, is on your mind.

How Much Money Do You Need for Wealth Management Services? 07/13/2021

How Much Money Do You Need for Wealth Management Services?

Nearly anyone can benefit from financial planning, which we can do with no out of pocket cost to you. But as your wealth grows, additional wealth management services may make sense for you.

How Much Money Do You Need for Wealth Management Services? How much money do you need for wealth management services? It can depend on a variety of factors about your unique situation.

4 Budget-Friendly DIY Home Decorating Ideas 07/09/2021

4 Budget-Friendly DIY Home Decorating Ideas

Giving your home a refresh doesn’t have to cost a fortune.

4 Budget-Friendly DIY Home Decorating Ideas If you’re looking to give your home a refresh, there are ways to keep costs down. Here are 4 easy home decorating ideas you can do on a budget.

4 Things to Buy in July — And 3 You Should Skip 07/09/2021

4 Things to Buy in July — And 3 You Should Skip

There are still plenty of summer deals to find this month.

4 Things to Buy in July — And 3 You Should Skip Even without Amazon Prime Day, shoppers can still find plenty of bargains this month. Here are 4 things to buy in July and 3 to skip.

5 Ways to Improve Your Finances in July 07/06/2021

5 Ways to Improve Your Finances in July

Feel free to reach out if you’d like to discuss anything on this list.

5 Ways to Improve Your Finances in July Stay on track with your finances this summer. Here are 5 ways to improve your finances in July.

5 Outdoor Travel Destinations to Consider in 2021 07/02/2021

5 Outdoor Travel Destinations to Consider in 2021

Let’s talk if travel is one of your goals.

5 Outdoor Travel Destinations to Consider in 2021 Ready to resume traveling? Consider these 5 outdoor travel spots for your next family vacation in 2021.

How to Switch Careers Without Experience 06/28/2021

How to Switch Careers Without Experience

You may not need to start from the bottom again if you follow these tips.

How to Switch Careers Without Experience If you’re looking to change industries, you might be wondering, how do I switch careers without experience? Here’s what experts have to say.

5 Steps for Creating a Monthly Family Budget 06/24/2021

5 Steps for Creating a Monthly Family Budget

If you need help setting up a structure to track your expenses, I can help.

5 Steps for Creating a Monthly Family Budget In busy families, budgeting can take a back seat. If you’re wondering, “how do I make a family monthly budget,” here are 5 steps to get your money on track.

What Is Wealth Management? 06/21/2021

What Is Wealth Management?

If you think it’s just about investing, you might be missing the bigger picture.

What Is Wealth Management? Wealth management is a term for the comprehensive planning you can get from financial advisors. But what is included in wealth management?

Could You Be on the Hook for Your Parents’ Bills? 06/16/2021

Could You Be on the Hook for Your Parents’ Bills?

Did you know there are laws in some states that could make you responsible for your parents’ unpaid bills? Here’s what to know.

Could You Be on the Hook for Your Parents’ Bills? What is filial responsibility? Believe it or not, there are cases when you could be on the hook for your mom and dad’s bills.

Should You Refinance Your Federal Student Loans? 3 Questions to Ask 06/14/2021

Should You Refinance Your Federal Student Loans? 3 Questions to Ask

A few things to consider if you’re thinking about locking in a lower interest rate on your federal student loans.

Should You Refinance Your Federal Student Loans? 3 Questions to Ask Refinancing you student loans can save you on interest costs, but you may forfeit certain benefits of federal student loans in doing so. Here’s what to consider before you refinance your federal student loans.

5 Ways to Improve Your Finances in June 06/10/2021

5 Ways to Improve Your Finances in June

If you’d like to discuss how your short- and long-term goals fit in to your overall financial plan, let’s talk.

5 Ways to Improve Your Finances in June With the summer season upon us, here are 5 ways to improve your finances in June.

4 Self-Care Habits This Mom Picked Up During the Pandemic 06/08/2021

4 Self-Care Habits This Mom Picked Up During the Pandemic

She found new ways to cultivate mental wellness.

4 Self-Care Habits This Mom Picked Up During the Pandemic The pandemic only exacerbated this mom’s anxiety so she incorporated new self-care habits into her routine. Here are the 4 habits she picked up for better wellness and self-care during the pandemic.

4 Things to Buy in June — And 2 You Should Skip 06/03/2021

4 Things to Buy in June — And 2 You Should Skip

With summer celebrations back, make sure you know where to find the best deals.

4 Things to Buy in June — And 2 You Should Skip You’re likely still looking for summer items to buy, but check out some coupon sites first to help save money. Here are 4 things to buy in June and 2 to skip.

6 Ways to Help Improve Your Financial Health 06/02/2021

6 Ways to Help Improve Your Financial Health

If you’re looking to take charge of your finances, I can help create a plan that works for you.

6 Ways to Help Improve Your Financial Health You exercise and take mental breaks — but how are you with staying financially healthy? Here are 6 things you can do to improve your financial health.

How Does a 401(k) Work When You Retire? 05/28/2021

How Does a 401(k) Work When You Retire?

Let’s talk if you’d like to discuss your big-picture retirement strategy.

How Does a 401(k) Work When You Retire? How does a 401(k) work when you retire? While it's an important source of retirement income, it’s just one part of your long-term strategy.

What Does Disability Insurance Pay For? 05/27/2021

What Does Disability Insurance Pay For?

Disability insurance is a critical part of financial planning. Please reach out if you’d like to learn more.

What Does Disability Insurance Pay For? Disability insurance is more flexible than you think. So, what does disability insurance pay for? Discover how much of your income is covered in this article.

4 Home Maintenance Tips for First-Time Homeowners 05/19/2021

4 Home Maintenance Tips for First-Time Homeowners

A little preventative maintenance can go a long way toward protecting your investment.

4 Home Maintenance Tips for First-Time Homeowners Preventative home maintenance can help you avoid costly repairs down the line. Here are tips first-time homeowners should know.

4 Mini Splurges That Help This Mom Fight Pandemic Burnout 05/12/2021

4 Mini Splurges That Help This Mom Fight Pandemic Burnout

Don't forget to work treating yourself into your budget to help keep burnout at bay.

4 Mini Splurges That Help This Mom Fight Pandemic Burnout The pandemic has increased stress on everyone, but especially moms. Here are the splurges this mom uses to fight pandemic burnout.

The 3 Money Rules That Help Me and My Husband Avoid Money Fights 05/10/2021

The 3 Money Rules That Help Me and My Husband Avoid Money Fights

If you’re looking for guidance on how to combine your finances, let’s talk.

The 3 Money Rules That Help Me and My Husband Avoid Money Fights For this couple, the key to successfully managing their joint finances was to make their own money rules. Here is how they tweaked some traditional financial advice to avoid money fights.

4 Things to Buy in May — And 2 You Should Skip 05/06/2021

4 Things to Buy in May — And 2 You Should Skip

You’ll find deals on travel packages and tech gifts for mom.

4 Things to Buy in May — And 2 You Should Skip The warmer temperatures are just one reason to celebrate this month. Here are 4 things to buy in May and 2 to skip.

5 Tips That Helped Us Save on Family Travel During the Pandemic 05/05/2021

5 Tips That Helped Us Save on Family Travel During the Pandemic

If you’re thinking of finally planning a family trip, these tips could help you save.

5 Tips That Helped Us Save on Family Travel During the Pandemic After a year in quarantine, this family finally decided to take a vacation. Here’s how they saved money on travel during the pandemic.

How to Sweeten Your Offer in a Home Bidding War 04/30/2021

How to Sweeten Your Offer in a Home Bidding War

Is buying a home on your radar? Let’s discuss how to make that dream come true.

How to Sweeten Your Offer in a Home Bidding War In today’s competitive housing market, every little thing a homebuyer can do to sweeten an offer helps. Here are 5 things you can do to win a bidding war.

How the Pandemic Changed the Way Our Family Travels — for the Better 04/19/2021

How the Pandemic Changed the Way Our Family Travels — for the Better

For this mom, rethinking the family vacation was better for her stress (and her budget).

How the Pandemic Changed the Way Our Family Travels — for the Better Pandemic travel restrictions ended up changing the way we think about our family vacations — for the better. Here’s how COVID-19 changed the way our family travels.

How to Write a Personal Letter to a Home Seller 04/14/2021

How to Write a Personal Letter to a Home Seller

Is a new home in your future? Let’s talk about how that can fit into your financial plan.

How to Write a Personal Letter to a Home Seller In a competitive housing market, writing an offer letter can help bolster your bid. Here’s how to write a personal letter to a home seller.

5 Ways to Improve Your Finances in April 04/06/2021

5 Ways to Improve Your Finances in April

If big life changes are on the horizon, it’s time to check in and see how they can impact your finances.

5 Ways to Improve Your Finances in April In honor of Financial Literacy Month, here are 5 ways to improve your finances in April.

5 Things to Buy in April — And 3 You Should Skip | Northwestern Mutual 04/01/2021

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

These spring sales can help you save this month.

5 Things to Buy in April — And 3 You Should Skip | Northwestern Mutual Spring ushers in warmer weather as well as great deals on seasonal items you may need. Here are 5 things to buy in April and 3 to skip.

What to Ask If You Want to Relocate and Work Remotely | Northwestern Mutual 03/31/2021

What to Ask If You Want to Relocate and Work Remotely | Northwestern Mutual

Working remotely may have provided you with an unexpected upside during the pandemic. If you’re thinking about relocating, let’s go over these six important financial considerations:

What to Ask If You Want to Relocate and Work Remotely | Northwestern Mutual If you've been working from home for the past year, you may be itching for a change of scenery. Here are some questions to ask if you’re looking to relocate and work remotely.

Bunching Itemized Tax Deductions: How It Can Save You Money | Northwestern Mutual 03/31/2021

Bunching Itemized Tax Deductions: How It Can Save You Money | Northwestern Mutual

Depending on your situation, it could save you thousands of dollars. Let’s connect about how this might affect your financial plan.

Bunching Itemized Tax Deductions: How It Can Save You Money | Northwestern Mutual Bunching itemized tax deductions can help you save money if you have itemizable deductions that are nearly equal to the standard deduction. We explain how it works.

Timeline Photos 03/31/2021

At Northwestern Mutual, we continue to make choices and investments to help women not only pursue careers as financial advisors, but excel. We #ChooseToChallenge the belief that women don't have the choice to take time off from their careers as financial advisors. We believe women can have tremendous success and impact on their clients' lives and build the lives and families they want outside of this career. #WomensHistoryMonth

At Northwestern Mutual, we continue to make choices and investments to help women not only pursue careers as financial advisors, but excel. We #ChooseToChallenge the belief that women don't have the choice to take time off from their careers as financial advisors. We believe women can have tremendous success and impact on their clients' lives and build the lives and families they want outside of this career. #WomensHistoryMonth

How insurance and investments can improve financial wellness 03/31/2021

How insurance and investments can improve financial wellness

New research from Ernst & Young shows that a combination of insurance and investments in a financial plan can lead to more income in retirement and a larger legacy. At Northwestern Mutual, this has been core to our financial planning approach for years; let me show you how we drive better outcomes for our clients. Click here to read the report:

How insurance and investments can improve financial wellness Permanent life insurance and a deferred income annuity with a loyalty incentive both outperform investment-only approaches in our analysis. Read more.

How a Bigger Home Affects Your Budget | Northwestern Mutual 03/31/2021

How a Bigger Home Affects Your Budget | Northwestern Mutual

While it costs more, there may be some upside.

How a Bigger Home Affects Your Budget | Northwestern Mutual A bigger home can mean more space for your growing family. But it can also take up more space in your budget. Here’s how a bigger home affects your budget.

Broad and Strong Trends Emerge as Quarter Ends | Northwestern Mutual 03/30/2021

Broad and Strong Trends Emerge as Quarter Ends | Northwestern Mutual

While there are signs of inflation, it’s not too concerning yet.

Broad and Strong Trends Emerge as Quarter Ends | Northwestern Mutual Data continue to show a rebound in March activity from lackluster February numbers. Here's Northwestern Mutual's Market Commentary for the week of March 29, 2021.

Filing Taxes as a Remote Worker? Answer These 5 Questions First | Northwestern Mutual 03/27/2021

Filing Taxes as a Remote Worker? Answer These 5 Questions First | Northwestern Mutual

If you spent the last year working remotely and have questions about how that impacts your finances, give me a call.

Filing Taxes as a Remote Worker? Answer These 5 Questions First | Northwestern Mutual If you recently set up a home office or temporarily relocated, that could affect your finances come tax time. Here are 5 questions to ask if you are filing taxes as a remote worker.

Timeline Photos 03/26/2021

A tax refund can be the ultimate silver lining this time of year. We could all use a reward right now. Plus, that unexpected savings can be put towards your bigger goals. If you're expecting a tax refund, reach out to me and we’ll make a plan for it.

A tax refund can be the ultimate silver lining this time of year. We could all use a reward right now. Plus, that unexpected savings can be put towards your bigger goals. If you're expecting a tax refund, reach out to me and we’ll make a plan for it.

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