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News and Insights

Life can be unpredictable, but your financial future doesn't have to be. Together, we can prepare for potential changes and help you stay ahead of risks with a flexible financial plan. Let's schedule time to discuss. See thrivent.com/social for important disclosures.

Retirement savings by age: How much should you have?

Planning for retirement can seem like a long and complex journey. Knowing how much to save is a foundational piece of achieving your retirement goals—check out these planning milestones based on your age.

Budgeting 101: Definition, purpose & types

Your budget should work for you, not against you. Align your spending, saving and giving with your values—without guilt or stress. Start building a budget that supports your goals today.

The differences between real estate, stocks, bonds & mutual funds

Wondering what types of investments you should make? Learn more about the different options available and then let’s connect and discuss which ones may be right for you.

Thrivent is partnering with three organizations providing both immediate relief and long-term recovery support in Texas. When you make a donation through the online giving platform, Thrivent will add $1 to every $2 donated. Thrivent also pays the processing fees so 100% of your donation goes directly to the cause. To help today 👉 https://bit.ly/3U57K56

S&P Global Ratings Affirms Thrivent’s AA+ (Very Strong) Rating with Stable Outlook

Proud to be part of a financially strong and stable organization committed to serving clients for the long-term! S&P, an independent rating agency, recently affirmed Thrivent’s AA+ (Very Strong) rating along with a stable outlook. Learn more. ⬇️

June 2025 Market Update: Confidence rebounds

The mixed economic data of May highlighted our economy is still slowing. Read Thrivent Asset Management's thoughts on how our outlook has changed in the June market update.

Join Our Team! Thrivent is a faith-based, not-for-profit Fortune 500 financial services organization with 2.6 million members. Apex Financial Group is one of its independent practices, helping clients achieve their financial goals. Office Professional/Administrative Assistant Part-time positions are available in our Appleton and Fond Du Lac locations Responsibilities: This position will provide administrative front desk support. To apply or learn more, email/send your resume to Apexfinancialgroup@Thrivent.com

8 ways to get serious about paying off student loan debt

Is paying off your student loans high up on your priority list? Here are ways to pay off your loans faster, while managing your other financial priorities. ⬇️

Life insurance can be more than protection—it can help you build wealth for your family. 💡 Together, we can review how much coverage you need and the type of policy that may be right for you. For more information on how life insurance can help create generational wealth for your family’s future: https://bit.ly/420Ehy1

So you’ve graduated college. 🎓Congratulations! Now what? Start with updating or creating your budget. Your financial situation may have changed after graduating and you’ll want to revisit your spending and saving goals. Here are additional financial considerations for recent grads: https://bit.ly/4lQH195

On this Memorial Day, we give thanks to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day. Greater love has no one than this, that he lay down his life for his friends. —John 15:13

Maximize your donations with a charitable giving plan

If giving is important to you, consider a strategy that maximizes your charitable impact.

Is your investment approach more hands on, or do you prefer to keep it casual? Understanding the differences between investment approaches can help you take control. >> https://bit.ly/4hQcEgs See thrivent.com/social for important disclosures.

How did you earn your first dollar? 💲 Whether it was a holiday bake sale, yard work, babysitting, or something different – learning the value of earning money is a lesson worth passing on.

Sending love and gratitude to all the moms and mother figures who made us who we are today. Happy Mother’s Day!

A great time to get started on retirement planning is today. Explore Thrivent's retirement income planning calculator to help guide your journey ➡️ https://bit.ly/400qpSt

I-41 News

We want to remind everyone who comes to our Appleton location that the Ballard & I41 construction is starting April 28th and you will need to find an alternate route. Call with any questions!

How to invest during a market downturn

Choosing what to invest in during a market downturn depends on a few factors, such as your financial goals, time horizon and risk tolerance. This resource provides investment opportunities for your consideration, so you can make thoughtful decisions about how you want to invest. Let’s connect if you’d like to discuss what changes you can make to your investment portfolio to help hedge against risk and position you to reach your long-term goals.

Happy Easter to you and your family! Hope your day is filled with celebration and special moments.