By Avi Shiff When you speak to people in the frum community about “money management,” you’ll often get quizzical looks. Money management? For me? No way! I just don’t have that kind of money. I don’t need guidance or advice. This, experts at Northwestern Mutual will tell you, is a potential misnomer in the frum world of money management. Money management is not just something that the rich and the famous do. It’s not something reserved for millionaires and business moguls. In fact, money management is something that virtually every earner can – and should – do, on some level, to ensure that their money is being spent and allocated properly, and to ensure that they are properly protected financially. Northwestern Mutual helps people in the frum community in all financial brackets make smart financial choices. This isn’t new territory for Northwestern Mutual, which has, for 165 years, empowered clients to live their dreams today, as well as tomorrow, through their unique approach to financial planning and management. They combine the expertise of their financial professionals with a personalized digital experience and industry leading products to give clients access to everything they need to successfully navigate their financial lives. “The frum lifestyle, even for one earning a respectable parnassah, is expensive,” says Dovi Gold, Financial Advisor at Northwestern Mutual. “We are aware of this, and we take this into account as we guide our clients. Our familiarity with the ins and outs of frum family living allows us to come up with a plan that works.” It is for this reason that members of the frum community, whether they have a modest savings account or larger amounts of money that they don’t know how to manage, turn to Northwestern Mutual , a Fortune 100 company that provides a wide range of financial services to millions of people with a personal touch that is unrivaled. Northwestern Mutual makes it easy by providing sound financial management in all areas, all under one roof, offering insurance, retirement planning, college savings, wealth management, estate planning, long-term care management, business services, and more. “It is crucial that people understand the importance of having someone to talk to about their finances and the education we offer,” says Gold. “The information we provide is invaluable which, in turn, can have a significant colossal impact on a family’s finances.” “Disability insurance is an area that we often discuss with families, to help ensure that they are protected in case of a disability,” says Moshe Alpert, another Northwestern advisor. None of this money management and planning, though, is addressed until one realizes that they have someone to discuss their money matters with. Northwestern Mutual has earned the trust of the community, whose members know that they are in safe and trusted hands with Northwestern Mutual’s financial advisors. “There’s so much to do to maximize your money,” says Gold. “People who have money may think investments, but there are so many other things that can be done with proper guidance and support. That’s exactly what we provide. We’re here to educate people. We’re here so that people know who to turn to for guidance.” The advisor may discuss whether a family should have a 401k, analyzing the pros and the cons. “We’re providing financial guidance that people never got – […]
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