Daniel Katz

Financial Advisor | Husband to @autumnkatz | Father of four

[Daniel Katz @danieljameskatz]

The right financial plan makes it easier to feel confident about what’s next. I can help you put one together that would impress any dad.

[Daniel Katz @danieljameskatz]

Big market headlines can create questions for clients. In this week’s commentary, Northwestern Mutual Wealth Management CIO Brent Schutte looks at the SpaceX IPO, inflation, and the Fed—and why long-term discipline still matters when markets get noisy. https://t.co/KjPbSvgUd2

[Daniel Katz @danieljameskatz]

Financial confidence is about more than just your net worth. Reach out and let’s discuss if you’re on track to meet your goals. https://t.co/Vn2AQBEjuR

[Daniel Katz @danieljameskatz]

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.

[Daniel Katz @danieljameskatz]

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/1BHJGMc1pP

[Daniel Katz @danieljameskatz]

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/Gu1jhWM6cw

[Daniel Katz @danieljameskatz]

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

[Daniel Katz @danieljameskatz]

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/Tv8wQa7wJc

[Daniel Katz @danieljameskatz]

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/AeoYDZesIt

[Daniel Katz @danieljameskatz]

Let’s not let your money sit around. I can help you put it to work with the right financial plan. Reach out to learn more.

[Daniel Katz @danieljameskatz]

AI leadership, hotter inflation signals, and a changing of the guard at the Fed—Northwestern Mutual Wealth Management Company CIO Brent Schutte breaks down the economic data and markets news investors need to know. https://t.co/rTtkYumNig

[Daniel Katz @danieljameskatz]

Let’s talk through the right type of life insurance for your needs and goals. https://t.co/1S8w7Igy3y

[Daniel Katz @danieljameskatz]

Let’s normalize talking about your finances. Reach out to me and we’ll get the conversations started.

[Daniel Katz @danieljameskatz]

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/pot1NkY6Gz

[Daniel Katz @danieljameskatz]

I want to help your money with all the big plans you have this summer. Reach out to learn more.

[Daniel Katz @danieljameskatz]

Young households are spending less and saving more. Read this article for ideas on how you can take control of your finances, and then let’s connect so we can build a plan that’s tailored to your goals. https://t.co/IbUxBSqUPb

[Daniel Katz @danieljameskatz]

I will help you with the money side of life so you can focus on the doing-things-you-love side of it. Reach out and we can work together.

[Daniel Katz @danieljameskatz]

I can guide you through major milestones like sending the kids off to college. Reach out if you’d like to discuss the details. https://t.co/cydpg4g5gs

[Daniel Katz @danieljameskatz]

Here are the new 401(k) contribution limits for 2026. Learn more about what this might mean for your overall retirement strategy. https://t.co/FcBgD6m4O2

[Daniel Katz @danieljameskatz]

The world totally opens up when your money feels stable. With a solid financial plan, I can help you find the calm and confidence you want to live your life. Reach out.