Sara Samuels, J.D., CLU®, RICP®

Financial Advisor

News

What’s Your Vision for the Future of Your Business?

The transition of your business takes careful and strategic planning, so it’s important to start early. This white paper can help you weigh the pros and cons of your potential successors and help evaluate transfer strategies to fit your goals and tax needs.
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Ask the Expert: Lessons Investors Learned the Hard Way in 2016

In this month’s chat, our experts talk about why many investors failed the grade in 2016 and what the focus should be in 2017.

 

See Your Complete Financial Picture

Review your policies, go paperless, pay your premiums and aggregate your credit cards and accounts. Get access now.

The Ultimate Guide to Finances in Your 30's

The Ultimate Guide to Finances in Your 30's

How to make your money work for you.

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5 Ways to Make Your Money Work For You

Watch this video to learn the five basic actions that are key to the best financial plans. VIEW NOW

Save for College with Confidence: Your Guide to Education Funding

Understand your college saving options, and see how time and money can be on your side. Download now.

 

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