Craigy Thompson

08/22/2023

Retirement is a huge life goal to save for, so here are a few considerations to see if you’re on track.

Perhaps you’ve wondered, “How much should I contribute to an IRA? And how often?” Here are few guidelines.

07/18/2023

The tax advantages a Roth IRA offers makes it a great retirement savings tool. But there are rules you need to be aware of. Please reach out if you have questions about your plan.

There are limits to how much you can contribute to your Roth IRA each year.

07/05/2023

Your legacy is about more than passing on possessions. It’s about the values and knowledge passed to the next generation. For instance, let’s get a jump on building generational wealth by teaching our kids about money at an early age. Check out more tips: http://spr.ly/6181PHrW1

06/16/2023

Reach your new level of financial confidence. We do financial planning differently, so you can. It’s an approach shown by Ernst & Young to give you better long-term financial outcomes than other approaches. Sound good? Let’s get started.

06/15/2023

As a financial planner, I work with a ton of small business owners who are striving towards expansion one step at a time. Let’s work on these steps together.

In 5 easy steps, jump start your planning with this small business financial wellness checklist.

06/05/2023

Your circle is small, and the best has yet to come?…
That's a sign that one of two things will happen..
1: You grow and become the greatest version of yourself because of the people you surround yourself with.
2: The people your surrounding yourself with will understand you better and add water to your pot.

Do yourself a huge favor, develop a skill that will last forever. Then, surround yourself with 3-5 great individuals who keep you in check, humble, and provide something of greater value!

06/05/2023

“Uncertainty seems to have become a constant in today’s economic world.”

Mutual's CEO John Schlifske explains why our company will remain financially strong, no matter how the debt ceiling debate ends.

Northwestern Mutual CEO John Schlifske discusses the debt ceiling and how Northwestern Mutual is well prepared for uncertainty and potential volatility.

05/25/2023

Doing right is to encourage, empower, and provide a greater impact that will change your life for the better.