Owen Folsom

Husband. Father. Backpacker. Runner. Explorer. Student. Philosopher.

[Owen Folsom @owenfolsom]

I can help you draw up a game plan to play offense with your savings. Ready for tip off?

[Owen Folsom @owenfolsom]

A bonus is a great perk—but it can quickly move you into a new tax bracket, increasing your tax bill. If you want tips on minimizing what you owe, please reach out. https://t.co/7BkeLuAzpr

[Owen Folsom @owenfolsom]

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte makes the case that now is not the time for the Fed to take a victory lap. https://t.co/bBGvrihC1s

[Owen Folsom @owenfolsom]

Though an Roth IRA has some pretty sweet tax benefits—there are limits to what you can contribute. Here are the Roth IRA contribution limits for 2024. https://t.co/dBviMK47G2

[Owen Folsom @owenfolsom]

An employer match is a major perk of a 401(k), but did you know you can only contribute a certain amount each year? Here are the contribution limits for a 401(k) in 2024. https://t.co/t4eTmEDD4r

[Owen Folsom @owenfolsom]

Creating and following a budget is one of the best things you can do to support your financial plan. Reach out if you’d like help with yours. https://t.co/u9dMlvk7bs

[Owen Folsom @owenfolsom]

At the end of a long day, your defenses are down and spending is up. So, put down the phone during those late night hours–having a good plan saves you money, and in this instance, maybe you’ll even get to bed earlier, too.

[Owen Folsom @owenfolsom]

You still have time to get back on track. Reach out if you’re looking for help in creating a budget that works for you. https://t.co/jNWwzp9D78

[Owen Folsom @owenfolsom]

Having a baby is an exciting time! It’s also a good time to update or create your financial plan. Please reach out if you’d like to have a conversation to make sure you’re ready financially for your new baby. https://t.co/2nIMYM5XeS

[Owen Folsom @owenfolsom]

Last week’s surge in equities and strong market gains have sparked optimism, but are we ignoring warning signs about the economy? Get the latest from our Wealth Management Company Chief Investment Officer Brent Schutte in our Weekly Market Commentary. https://t.co/pDAK9eTqgm

[Owen Folsom @owenfolsom]

Some of the most memorable experiences don’t cost a dime, but it’s still important to reassess your financial plan towards the end of the year. Ready to get started? Reach out today.

[Owen Folsom @owenfolsom]

It’s difficult to plan for unexpected expenses that are hard to predict. If you’re looking for strategies to plan ahead, please reach out. https://t.co/qmK6YTqYmd

[Owen Folsom @owenfolsom]

As you get ready to turn the page on the year, take the time to review your financial plan and set yourself up for a successful 2024. You can count on me to guide you every step of the way. Reach out to get started.

[Owen Folsom @owenfolsom]

Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte looks at why still strong wage growth could reignite inflation. https://t.co/ValcQeZMX0

[Owen Folsom @owenfolsom]

Remember that every dream visualized is a step closer to reality.

I’m here to help transform your financial goals into achievements. Ready to reflect and project? Reach out, and let's look ahead to 2024 together.

[Owen Folsom @owenfolsom]

A new study by Northwestern Mutual delves into when people of different generations think it’s time to discuss family finances. https://t.co/wlL0exJZk1

[Owen Folsom @owenfolsom]

19 years old. That’s the average age when people have their first conversation about family finances with their parents. I’m ready to help you navigate these crucial conversations. Reach out to get started.

*Planning and Progress Study, 2023

[Owen Folsom @owenfolsom]

Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte looks at whether recent jobs data signals an upcoming soft landing or economic turbulence. https://t.co/LRLiX6dnpW

[Owen Folsom @owenfolsom]

Think you know what life insurance is all about? You might be surprised to see how much you can do with it. Check out this quick quiz then reach out and let’s talk about how life insurance can help you live better https://t.co/RbLpNgcwE1

[Owen Folsom @owenfolsom]

Year-end is a great time to review your finances as you prepare for whatever comes your way in the new year. https://t.co/qFf948dClm