James Eakin-Financial Representative

While we’re ready to leave 2020 behind, several silver linings may get you even closer to your goals in 2021. We are proactive in our New Year's resolution early, so on January 1st, 2021, we hit the ground running with clear goals!

I’m proud of the work Northwestern Mutual does every day for families battling #childhoodcancer. Now in its third year, the Northwestern Mutual Foundation has awarded scholarships to more than 110 childhood cancer survivors and siblings around the country. Applications for next year’s scholarship program are now open! If you know someone who may be eligible for our scholarships, I’d encourage you to learn more and apply here:

It’s a great benefit, but it can also give you false peace of mind. Many of the great people we work with are being proactive and initiating their 2021 planning in 2020.

The American Medical Association featured findings from our Medical Professionals Financial Planning Priorities study, highlighting the unique planning concerns this group faces to balance present risk and debt obligations with long term retirement goals. See more here: https://bit.ly/36JeHzU

If you’re looking for help in streamlining your finances, give us a call.