Jon Amodeo

It’s never too late to start making money moves. The right financial plan can feel like a fresh start, and I want to help. Let’s chat.

The S&P 500 moved lower for the fifth consecutive week amid rising geopolitical uncertainty. Even so, the market continued to exhibit signs of broadening as Small- and Mid-Cap stocks outshined their Large-Cap counterparts. northwesternmutual.com/life-and-money…

Don’t let tax season surprises derail your financial plan. Learn what you need to know about living and working in different states. northwesternmutual.com/life-and-money…

Being confident with your finances is a huge flex. With a little bit of planning, I can help you feel good about where you and your money are headed.

The Fed opted to hold rates steady last week amid the conflicting forces of inflationary pressure and a stalling labor market. Northwestern Mutual Wealth Management CIO Brent Schutte dives into the latest economic developments. northwesternmutual.com/life-and-money…

When it comes to taxes, different retirement accounts work in different ways. Please reach out if you’d like to discuss how you can use this to your advantage. northwesternmutual.com/life-and-money…

I can help you set up a financial plan today to help you feel more comfortable in the future. Reach out. Let’s chat.

A bonus is a great perk—but it can help to understand how it’ll get taxed. northwesternmutual.com/life-and-money…

If you need help figuring out the best way to save and grow your money based on your goals and timeline, please reach out. I’d love to help. northwesternmutual.com/life-and-money…

Does it feel like you’re living in two different financial realities? Part of my job is to help you get on the same page financially. Reach out and let’s get started.

Any sign is a good sign to work together to build your financial future. Let’s chat today.

As you prepare for retirement, your advisor is a critical partner. Here’s why. northwesternmutual.com/life-and-money…

My clients tell me all the time that financial confidence helps them stay steady through life’s ups and downs. If that’s something you want, let’s talk.

The Supreme Court’s decision to strike down the majority of U.S. President Donald Trump’s tariffs highlights the delicate balance of the current economic environment, in which geopolitical uncertainty and inflationary pressures are in constant tension. northwesternmutual.com/life-and-money…

From baristas to car buyers and retirees, the new tax law brings big changes for filers. Here’s what to know when preparing your 2025 tax return. northwesternmutual.com/life-and-money…

I want to help you create a financial plan that actually makes sense. One that’s clear, approachable, and easy to follow. If you’re ready for that, let’s talk.

Markets pulled back as investors digested mixed signals from jobs and inflation data alongside continued AI-driven uncertainty. Falling interest rates offered some relief, but the outlook remains a delicate balance. northwesternmutual.com/life-and-money…

I can’t promise when you’ll buy a home, but I can help you build a plan that puts you in a stronger position for whatever comes next. If you want to learn more, let’s connect.

Not only is the tax code complicated, but it also changes frequently. The right strategy can make a big difference when it comes time to file. northwesternmutual.com/life-and-money…

With the right plan, you don’t have to figure it all out alone. We can work through your finances together so you can focus on what really matters.