Nov 23, 2023
Becky Swansburg, CEO of Stonewood Financial, has trained advisors across the country on incorporating tax-efficient retirement strategies into their practices. Becky focuses on the new reality that taxes in retirement likely won't be lower, and the tax risk to a plan is as significant as investment risk. She has some...
Nov 9, 2023
We welcome Tim Gerend, Chief Distribution Officer of Northwestern Mutual. There's a growing recognition among investors that their financial planning needs work, and that financial advisors are the most trusted resource for financial advice. Northwestern Mutual's recent study has the data, and Tim has an interesting and...