Upstate Legacy Planning Group

Chief Investment Officer Brent Schutte looks at why a return to balance for the economy is important for market performance going forward.

Ah, Thanksgiving. Time to pile on the trimmings—turkey, mashed potatoes, stuffing. And don’t forget the cranberry sauce! The same is true with your financial plan. A 401(k) is good. But it’s just a start. Reach out and let’s see if your plan could use a little gravy.

As your life evolves, your need for life insurance also tends to change. Let’s sit down to make sure your plans match where you’re at in your life.

Retirement is changing. On this week’s episode of “A Better Way to Money?”, host Jennifer Borget talks with Age Wave co-founder and best-selling author Maddy Dychtwald and Northwestern Mutual Senior Director of Planning Philosophy Andrew Weber talk about steps you should consider while you’re saving for retirement. Please reach out if you’d like to make sure you’re planning for the retirement you want. https://lnkd.in/gtQfe68c

It feels good to have a career that offers the recognition and rewards you deserve. And to get started, you don’t need experience in financial services. We’ll train you, then support you as you build a game-changing career. So come join the team. DM me to get started.

Chief Investment Officer Brent Schutte looks at evidence that the economy is out of balance and the role that rates could play in how quickly it regains equilibrium.

Two of our adventurous team members took the leap (literally!) and went skydiving last weekend! ???? Thankfully, with Northwestern Mutual life and disability insurance, they were well-prepared for any unexpected twists and turns. ?? Here's to adrenaline, peace of mind, and living life to the fullest! #Skydiving #AdventureTime #PeaceOfMind #NorthwesternMutual #LifeInsurance #DisabilityInsurance

When there is no plan, your loved ones often become the plan. Take the opportunity now to talk about options and plan ahead; your future self (and loved ones) will thank you!

A career that gives you the recognition you deserve and surprising earning potential—that’s a victory. Plus, you don’t need experience in financial services—we’ll give you all the coaching you need to succeed. So come join our winning team. Message me to find out more.

Chief Investment Officer Brent Schutte looks at the market’s reaction to the election and the nuances that could determine where the economy goes from here.