Garret Dunham - Northwestern Mutual
03/18/2025
Opening an account is easy, but determining how much to contribute and how to invest your funds involves a bit more planning. Reach out if you’d like help designing your retirement savings plan.
How to Start a Roth IRA A Roth IRA can be an excellent way to invest and save for retirement, here’s what to know about how to start a Roth IRA.
03/18/2025
This is a key financial change when you end a marriage. As you go through this difficult situation, I'm here to help with your money.
How Does a Divorce Impact Your Tax Return? Here’s what to know about filing taxes as you untangle your finances from your former spouse’s.
03/18/2025
As uncertainty in the market grows, a tried-and-true approach can help investors stay on track.
Why Diversification Is the Answer to Uncertainty Tariffs have added a wild card to an already hard-to-predict economy. So how should investors react?
03/18/2025
Heads up, parents!
Kiddie Tax Rules and Limits The “kiddie tax” makes a child’s unearned income, like investment gains, taxable at their parents’ tax rate if the amount is greater than $2,700. Learn more about it.
Smart travel planning begins with a solid budget (and a little extra cushion). Let’s get your wallet Spring Break ready.
03/06/2025
If you’re unsure whether you’ve done enough to prepare for retirement, let’s talk through your blind spots and opportunities together.
Women and Retirement: 6 Challenges Women Need to Plan for Financially Retirement planning looks different for women than it does for men because of specific risks. Here are 6 challenges specific to women and retirement.
02/26/2025
If you’re ready to ramp up your retirement savings, I can help you build a plan.
What Is the Average 401(k) Balance by Age? Learn how much you should have in your 401(k) by age 30, 60 or any age. Here’s how to plan your 401(k) contributions to reach your financial goals in retirement.
02/26/2025
Adjusting your portfolio in a down market is a complex exercise no one wants to do—but there are important rules you’ll want to keep in mind as you sell stock. Reach out if you need help.
What Is the Wash Sale Rule? Here’s what you need to know about this tax-loss harvesting rule.
02/05/2025
Talking about money with your spouse before you combine finances can help you get on the same page. Here’s what to discuss.
02/04/2025
It probably feels good to be in demand, but you may want to think through a few things. Either way you go, this is probably also a good time to check in on your financial plan--or make one if you don’t have one yet.
Here's How to Handle a Counteroffer From Your Current Employer When you decide to change jobs, your current employer might try to keep you around. Here's how to handle a counteroffer from that employer and what you should consider.
02/04/2025
If you’re thinking of making your next big move, we’ve got some tips to help you strategize.
Is There Still a Best Time of Year to Search for a Job? The timing of a job search is just as crucial as where and how to look. If you're in the market, here's what to know about the best times of year to apply for jobs.
01/30/2025
🌱 You might be able to grow your retirement savings with a 401(k). And if your employer matches contributions, it's like getting “free money.”
How Does a 401(k) Employer Match Work? Learn about an employer match for your 401(k). It’s a contribution by your employer to match money you put in—essentially “free money” to supercharge your retirement savings.
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