Michael Barone

Whole life insurance can be a helpful part of a long-term financial plan—but it depends on your needs, budget, and goals. Let’s talk through whether it makes sense for you. http://spr.ly/6184BH1XFM

The financial strategies I use are backed by nearly 170 years of strength and stability. I want to help you get on the right track, so reach out to me today.

Economic data remains strong, but investors are weighing rising oil prices, sticky inflation, and the cost of the artificial intelligence (AI) buildout. Bonds rallied as yields fell, and many stocks outside the AI trade moved higher. Read Northwestern Mutual Wealth Management Company CIO Brent Schutte’s latest commentary and reach out to me to talk about how your plan is positioned. http://spr.ly/6184BH9efq

You spent years building toward retirement. Now’s a good time to make sure your money continues supporting the lifestyle and goals you’ve worked hard to achieve. Review your plan before year-end to provide the clarity and confidence to move into next year with stability and peace of mind.
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A bonus gives you choices: spend some, save some, have a little fun, pay down debt, or invest for the future. If you’re not sure how to prioritize, let’s talk through the benefits of each option.
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Higher borrowing costs are raising questions about the artificial intelligence spending boom. Read this week’s market commentary for a closer look at the risks to growth and why diversification remains important. http://spr.ly/6189BHrX8P

Saving for your child’s education can feel overwhelming—but you don’t have to figure it out alone. A 529 plan can be a helpful tool, and I can help you decide how it fits into your broader financial plan. http://spr.ly/6183BGU7JD