Planning With Northwestern Mutual

Our financial planning process is designed to help you make the most of your money, no matter how much you have, so you can balance the life you want now and later. We'll help you answer big questions like: Can I afford to travel and still pay down my credit card debt? Can I save for my kids' college while paying off my student loans? Once I retire, how do I make sure I have enough income? At Northwestern Mutual, we work with you to understand your most important goals and make a personalized plan to help take you there.

It's never too early too early for a plan

The things you see yourself doing when 9-5 no longer belongs to someone else. The places you picture yourself exploring. The people you intend to spend it all with. If you can imagine the way you want to retire, you can plan for it.

With employer pensions on the decline and uncertainty surrounding Social Security, retirement planning is more important than ever. At Northwestern Mutual, we can help you understand exactly how much you'll need to retire the way you want, and develop an income strategy to get you there. We'll look at your expenses, priorities, and goals and help you put your money to work, so you can take some well-deserved time off.

 

WHEN SHOULD I START SAVING FOR RETIREMENT?

While having a 401(k) or IRA is a great start, a solid financial plan takes a closer look at the income you have coming in, and the amount you'll need to supplement. The earlier you start planning, the longer you have to build up your savings and put your plan into action. But even if you plan on retiring in the next year or two, there's time to get prepared.

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The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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