Jake Laird

A majority of Gen Z says they plan to “retire early” – but their definition of the word retirement is different than the norm. We hear these younger clients loud and clear, and we’re ready to help them build financial security. Our Chief Customer Officer Christian Mitchell shares Northwestern Mutual’s new research and its impact on the client experience that all generations deserve:

Gen Z is redefining retirement For many of today’s young professionals, “retirement” will mark the last day working for an organization for a paycheck alone – but it may be their first day of another job they’ve always dreamed about. Northwestern Mutual’s 2022 Planning & Progress Study found that members of Gen Z aged...

It’s an investing philosophy that’s growing increasingly popular.

What Does ESG Stand For? It’s an investing philosophy that’s growing increasingly popular, but what does ESG stand for?

Let's build a financial plan to help you achieve the retirement you want.

5 Questions to Help You Start Planning Your Dream Retirement To plan for the retirement you want, you first need to know what retirement will look like for you. These questions can help you get started planning your dream retirement.