ARE YOU CONSIDERING ALL POSSIBLE SCENARIOS WHEN PLANNING FOR YOUR FUTURE?

The majority of people plan for retirement, but few plan for life after. It’s hard enough to plan for the unpredictability of tomorrow, what about 10 years from now…or even 30. The sequence of returns, fluctuating markets, inflation, health and wellness can affect your ability to live a safer, more productive life after retirement. Working with an advisor that you can trust and who will strategically plan with you to help make your money last.

Jerry Courtney, a Financial Advisor with RICP designation, partners with you to help visualize your goals and build a plan to reach them. He will listen and work with you to answer your questions.

Call or email Jerry today, to see how you can better prepare for life after retirement. 

 

How Much Does It Cost to Retire?

Why do so many people claim Social Security at 62? Retirement Scan

Why do so many people claim Social Security at 62? Many seniors opt to file for Social Security as soon as they turn 62 because of poor health, according to this article on Motley Fool. Some are also forced to retire early because of disability, layoff and health issues, prompting them to start collecting their retirement benefits as soon as they can. Other retirees decide to apply for retirement benefits because of fear that the program will reduce their future benefit payouts as a result of the program's financial woes. CONTINUE READING...

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

Jerry L Courtney, CLU®, ChFC®, RICP®

Financial Representative

The economic recovery and what it means for you. Hear the insights from our leadership.

Watch the video.The leaders of Northwestern Mutual share their insights on the economy, monetary policy, the markets, managing financial risks, and what it all means for your finances. 

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck