Lesley N Day, CFP®, CLU®, RICP®

Wealth Management Advisor

IN THE NEWS

See Your Complete Financial Picture

Review your policies, go paperless, pay your premiums and aggregate your credit cards and accounts. Get access now.

More Choice, More Control: Disability Income Insurance for Physicians and Dentists

Our new Medical Own Occupation disability income insurance provides more choice and control than ever for physicians and dentists. Watch now.

Unique Approach to Retirement Income Planning

Increase your probability of success in retirement by leveraging our unique retirement income planning approach.

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Here’s What’s in the Republican Tax Plan That Could Affect You

The Republican tax plan would overhaul everything from tax rates and brackets to deductions to the corporate tax rate. Read more.

Medicare Simplified: Know your Options, Know your Costs

Find out the key considerations and information to help you select the Medicare options that are right for your needs. Download now.

Save Smarter: The Truth About Your 401K

Don’t put all your eggs in one basket. Get the facts in this free guide.
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Is Your Retirement Savings Plan Flexible?

Get flexibility in how you save for retirement and when it’s time to take withdrawals. Learn which savings tool can provide options in this short video.

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Changing Jobs? Your Top 5 Financial Considerations Beyond Salary

Learn how to assess a new job’s benefits, protect your existing assets, efficiently roll over your 401(k), and more in this free white paper. It also includes worksheets for evaluating major insurance benefits.

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Financial Planning with Northwestern Mutual

Learn about our personalized financial planning process and what you can expect from me when we work together.

Read more in this ebrochure.

Plan for the Success of Your Business

We recognize that the goals you have for your business and personal life are intertwined. Learn how our integrated approach to financial planning can help manage the full scope of your needs and goals at every stage.
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If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

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Riding the “Waves of Hope” in Fighting Childhood Cancer

Edie Gilger is the inspiration for Northwestern Mutual’s float in this year’s Rose Parade®. Learn more about Edie’s fight against childhood cancer and how research and funding helped make her experience possible.

Grow and Protect the Value of Your Business

Learn how you, your employees, and your business can benefit from group disability insurance. Play Video.

Financial Bootcamp for New Parents

How children can impact your finances and how you can best prepare for it. Learn more.

Changing Jobs? Options for your 401(K)

As you make the move to a new job, consider the options for your 401(k) to make the best decision for your financial situation. Watch now.

HOW TO TAKE CONTROL OF YOUR STUDENT DEBT

You have plenty of repayment options available, but how do you know which one is right for you?
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Your Guide to Money Management: Budgeting, Debt Management and Starting Your Financial Plan

Learn how to build the foundation of a financial plan that helps you reach your goals. Download now.

5 Must-Do’s When Saving for Retirement

Learn if you're saving enough and in the right places to meet your retirement goals. Download now.

Term or Permanent Life Insurance: Which Option Is Right for You?

Find out the four questions to ask yourself before choosing term or permanent life insurance. Download now.

 

What’s Your Vision for the Future of Your Business?

The transition of your business takes careful and strategic planning, so it’s important to start early. This white paper can help you weigh the pros and cons of your potential successors and help evaluate transfer strategies to fit your goals and tax needs.
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Social Security Won’t Be Enough: 6 Reasons to Consider an Income Annuity

Learn how you may be able to save less to meet your retirement income goals, keep up with inflation, and create guaranteed retirement income that never runs out.
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How do you know what investments are right for you?

Learn five critical questions you need to answer to build the right strategy for your financial plan.

The Greatest Gift: A Plan for Long-Term Care

How planning in advance for long-term care needs can help loved ones.

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The Power of Dividends

When purchasing any type of insurance, one of the things to consider is the company’s history of paying dividends. Learn why Northwestern Mutual’s industry-leading dividend payouts add flexibility and value in your financial security plan. 
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Getting To and Through Retirement

The strategies you use to get to retirement are not the same strategies you'll need to make sure your money lasts through retirement. Watch this short video to learn why.

Fighting Childhood Cancer at the U of M

Carl Koschmann, MD, at the University of Michigan in Ann Arbor was awarded a $100,000 grant by Northwestern Mutual, through its nonprofit partner Alex’s Lemonade Stand Foundation (ALSF). The grant will support Dr. Koschmann’s research for therapy for pediatric glioblastoma. Koschmann is one of eight researchers selected for the grant funded by Northwestern Mutual nationwide.

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These Lesser-Known, Affordable Vacation Spots Will Thrill Your Family

Here are 5 lesser-known, but still amazing vacation spots — and what to do while you’re there.

 

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