Steven Kopala

Business & Finance

[Steven Kopala @KopalaSteven]

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that really mean? Learn more about what’s actually included in a good plan. Please reach out if you’d like to start building your plan. https://t.co/Unrq8M8OMO

[Steven Kopala @KopalaSteven]

Get a breakdown on the tax treatment of disability insurance—and reach out if you’d like to talk it over! https://t.co/V4PEtD1pYr

[Steven Kopala @KopalaSteven]

Understanding bonds starts with a few core concepts: coupon, yield, premium, discount, and par. This article explains what each term means and how they work together to shape income, pricing, and overall return within a diversified portfolio. https://t.co/qME3LeGDYV

[Steven Kopala @KopalaSteven]

Let me help you get the right financial plan in place, so the big stuff AND the little stuff feel lighter. Let’s get started on yours today.

[Steven Kopala @KopalaSteven]

Having the ability to maximize your retirement contributions is a great position to be in, but it’s important to stay within the annual limits to avoid unnecessary tax headaches. https://t.co/PhmyzjPkGB

[Steven Kopala @KopalaSteven]

Moving back home to save money? Read this for tips on how to return to the nest with less stress and more savings; then let’s connect to build a stay-at-home plan just for you. https://t.co/ipNiSQ2jo4

[Steven Kopala @KopalaSteven]

Looking for a tax-smart way to help set your kids or grandkids up for success? Read up on the new 530A accounts; then reach out so we can discuss how to integrate them into your plan. https://t.co/nrviRX6CyR

[Steven Kopala @KopalaSteven]

Strong jobs data may sound like good news—but with inflation still sticky, markets may see it differently. Brent Schutte, chief investment officer of Northwestern Mutual Wealth Management, breaks down what investors should know. https://t.co/27bbluEIUV

[Steven Kopala @KopalaSteven]

Marriage changes more than your relationship status. It can also affect finances, property, debt, and future planning. Please reach out if you have questions about whether a prenup is right for you. https://t.co/6vLTEnYmK7

[Steven Kopala @KopalaSteven]

I can help make sure your budget is ready for a new house or condo. Reach out so you can go house hunting with confidence. https://t.co/djlUjOBOYf

[Steven Kopala @KopalaSteven]

It’s almost time for kickoff! Here’s how to budget for the World Cup while sticking to your financial goals. https://t.co/QEXi4ZgeeN

[Steven Kopala @KopalaSteven]

A 529 plan is a powerful way to save for rising education expenses. Let’s talk about how it could work for you. https://t.co/4OL9UooIca

[Steven Kopala @KopalaSteven]

Many things can be true at once. I can help you set up a financial plan to prepare for it all.

[Steven Kopala @KopalaSteven]

During Lemonade Days in June, communities come together to support Alex’s Lemonade Stand Foundation and help find better treatments and cures for childhood cancer. We’re proud to be part of the mission. 🍋

[Steven Kopala @KopalaSteven]

Let’s talk through the right type of life insurance for your needs and goals. https://t.co/Yu4YroYlce

[Steven Kopala @KopalaSteven]

AI is driving stocks higher—but narrow market leadership means that there is more to these gains than meets the eye. Northwestern Mutual Wealth Management CIO Brent Schutte examines what’s underneath the gains and why diversification still matters. https://t.co/SM7n0njJIW

[Steven Kopala @KopalaSteven]

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that really mean? Learn more about what’s actually included in a good plan. Please reach out if you’d like to start building your plan. https://t.co/wiNSeHOWit

[Steven Kopala @KopalaSteven]

If you have a term life insurance policy, converting it to permanent life insurance could help ensure your financial security and that of your loved ones. https://t.co/aE36GdVrtA

[Steven Kopala @KopalaSteven]

Your child’s future may not follow a single path—and your savings strategy shouldn’t either. Read this article to learn how to build a plan that fits your family’s needs. https://t.co/gVSiPgX44w

[Steven Kopala @KopalaSteven]

It’s 529 Day! Connect with me today and I’ll help you prep for your child’s future, which may include setting up your own 529 plan.