Peter A Mortka, CFP®, CLU®, ChFC®
Wealth Management Advisor


Mortka Financial Group

  • Office 518-459-4665
  • Fax 518-677-1184

News

Job Benefits 101: What to Look for When You Start With a New Employer

Your salary isn’t the only thing that counts toward your compensation. Here are the job benefits to look for.

How to Protect Yourself After the Equifax Data Breach

A breach at the credit reporting firm Equifax has compromised millions of Americans’ personal information. Here’s what to do if you’re at risk.

How to Negotiate Your Salary

Before you accept that new job offer, brush up on how to negotiate your salary to make sure you’re not leaving money on the table.

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

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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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.

How can life insurance benefit you today?

Permanent life insurance is more than just protection for your family in the event of your death. Learn how it can also provide benefits to you and your family while you’re living?

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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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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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Our Strength is Your Strength

For more than 160 years, we’ve been there for people when they need us most, through all economic conditions. We’re pleased to announce that 2017 was another strong year. Read more.

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