Northwestern Mutual financial advisor Regina Warren talks about how holistic planning contributes to your long-term financial goals.

For more about financial planning💡 visit: [ Ссылка ]
Get matched with the right advisor today 🤝: [ Ссылка ]
Subscribe to learn more about Northwestern Mutual on YouTube: [ Ссылка ]

Connect with Northwestern Mutual 🔗:
● Follow on Facebook: [ Ссылка ]
● Follow on Instagram: [ Ссылка ]
● Follow on LinkedIn: [ Ссылка ]
● Follow on TikTok: [ Ссылка ]

**
Northwestern Mutual has been helping people and businesses achieve financial security for more than 165 years. Through a comprehensive planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what's most important. Northwestern Mutual delivers financial security to more than five million people with life insurance, disability income and long-term care insurance, annuities, and brokerage and advisory services.


**
Transcript:
I think holistic planning is very important. You have diversification in assets, but you also have tax efficiency and different things of distribution in retirement. So you have to take the whole picture. You know, thinking about the children and education, thinking about retirement, thinking about budgeting and also debt management. Those things have to come in full circle to properly plan. I think so many times a lot of people sit at home and they’re trying to figure out what to do, where to go, and they’re missing out on so many different opportunities. So the longer you wait, the more you miss.

свернуть