Christian Morton - Northwestern Mutual

Christian Morton - Northwestern Mutual Spend Your Life Living

Appreciating each other’s perspectives can ultimately strengthen your finances — and your relationship. Bringing finance...
01/27/2022

Appreciating each other’s perspectives can ultimately strengthen your finances — and your relationship. Bringing finances together can be tough, having a financial advisor to consult can help mediate the conversation. Don't hesitate to reach out if I can help.

It’s easy for savers and spenders to clash over their finances. Here are 5 ways couples can overcome their money differences.

Please reach out if you’d like to discuss your retirement plan.
01/07/2022

Please reach out if you’d like to discuss your retirement plan.

How much money do you need to live comfortably in retirement? The answer depends on what living comfortably means to you.

If you’re not sure whether buying an investment property works within your financial plan, let’s talk.
01/05/2022

If you’re not sure whether buying an investment property works within your financial plan, let’s talk.

Buying an investment property is a big decision with a lot of potential pitfalls, so a little knowledge beforehand can go a long way.

If you’d like to discuss your 2022 financial goals, let’s talk.
01/03/2022

If you’d like to discuss your 2022 financial goals, let’s talk.

Want to have a successful 2022? This New Year’s financial checklist can help.

Reach out if you’d like to discuss ways to get the most out of your money in retirement.
10/29/2021

Reach out if you’d like to discuss ways to get the most out of your money in retirement.

As you reach retirement you probably have money tucked away in a variety of savings vehicles, but a retirement plan helps you put all the pieces together to generate predictable income in retirement.

If you’re rebalancing your portfolio at year end, keep an eye out for the timing of mutual fund distributions.
10/27/2021

If you’re rebalancing your portfolio at year end, keep an eye out for the timing of mutual fund distributions.

Mutual funds, and to a lesser extent ETFs, distribute capital gains at the end of the year. Here’s how to avoid getting hit with unnecessary capital gains taxes from mutual funds at the end of the year.

Please reach out if you’d like to discuss ways to plan for the potential tax changes.
10/25/2021

Please reach out if you’d like to discuss ways to plan for the potential tax changes.

By now you’ve likely heard about proposed tax law changes being discussed in Washington, D.C. Here's what we know.

Address

950 Main Avenue
Cleveland, OH

Website

Alerts

Be the first to know and let us send you an email when Christian Morton - Northwestern Mutual posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category