Juan S. Baron, CFP®, CLU®, ChFC®

Managing Director

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5 Questions That Can Help You Choose a Tax Preparer

These tips can help you make sure you're asking the right questions before you decide to hire a tax professional. Read more.

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

Filing Taxes as a Remote Worker? Answer These 5 Questions First

Working from home has become more common, but there are some tax filing implications you may need to know about. Read more.

What Is Financial Planning?

You can create basic strategies to manage your money that will help you organize your goals and celebrate life’s milestones with a sense of security. Read more.

How Much Should I Contribute to an IRA and How Often?

As you make your retirement savings plans, here are some things to consider as you plan for your golden years. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

Questions to Ask Before Buying an Annuity

If you’re considering an annuity as part of your retirement plan, ask these questions before you buy one. Read more.

How Does Life Insurance Work?

Learn how the different types of life insurance work to find the right one for your financial needs. Read more.

How Whole Life Insurance Works

Learn more about how the flexibility of whole life insurance can make it an integral part of a sound financial plan. Read more.

How Term Life Insurance Works

Buying a term life insurance policy can help ensure financial security for your loved ones. Here are the details.

How Universal Life Insurance Works

A universal life insurance policy can provide financial protection for your family as well as cash value that grows in a tax-advantaged way. Read more.

6 Reasons to Buy Life Insurance for Your Children

Getting life insurance for your child can offer a range of long-term benefits that may surprise you. Read more.

Is Whole Life Insurance a Good Investment?

Insurance isn’t literally an investment, but it is a part of your financial plan that can help you achieve your goals. Read more.

The Different Types of Life Insurance — Explained

Learning about the different types of life insurance available can help you determine which type may help you reach various goals. Learn more.

How to Put Your Financial Plan Into Action

Building a financial plan is the first step in your journey to long-term financial security. These tips can help you get started. Read more.

What Is a Mutual Fund?

Diversification is a smart investment strategy, and a mutual fund can give you access to an entire portfolio of stocks or bonds in one transaction. Learn more here. 

How Do I Choose the Right Tax Filing Status?

Learn why the status you choose determines not only which tax bracket applies to you, but also which deductions and credits you may be eligible for. Read more.

Meeting With a Financial Advisor for the First Time? Here’s What to Bring

Sifting through your financial paperwork can seem complicated but it will help your advisor create the best plan for you. Here’s what you’ll need to get started. Read more.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck