Financial News and Articles with Benjamin D Weerts in Grand Rapids MN

Insights

It’s hard to believe the year is already winding down! While shopping, baking and holiday gatherings may be at the top of your to-do list, don’t forget to carve out time for a year-end financial checkup. Taking these 6 steps now can help you minimize your taxes, strengthen your savings and start the new year on solid footing. 👉 If you’d like personalized guidance, let’s connect. See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

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Thrivent is growing. If you're looking for a financial advisor role where success is measured in the lives you impact, not just the numbers you hit, you may be a great fit. Starting out on our Virtual Advice Team, you’ll work with existing clients and receive structured coaching. You’ll enjoy a stable income with a salary and incentive structure while building the skills you need to grow your career with confidence. Learn more: thriventcareers.com/48Sn4KA

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6 year-end financial tasksThe hustle and bustle of the holiday season can distract us from other action items on our checklist. End the year on a strong note by refocusing on your finances. Take a look at these tasks to complete before Dec. 31.

Are you just starting to save for retirement or are nearing retirement age? This guide will help you understand how to manage your retirement income in a tax-efficient manner, so you can make the most out of your hard-earned savings. ➡️ https://bit.ly/4i6KNd7

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7 ways to help reduce your taxable incomeSeeing your hard-earned money go towards taxes can be frustrating. However, there are ways you can help reduce your tax burdens and become more tax efficient. ⬇️

Looking for a career where your skills can make a lasting difference? Thrivent's Virtual Advice Team is growing, and we're seeking experienced sales professionals who thrive on building relationships. As a Virtual Financial Advisor, you'll help clients achieve their personal and financial goals--all while having a development path to build a meaningful career of your own. Find out more: thriventcareers.com/47vNMah

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Our Thrivent office in Grand Rapids, sponsored a table on Saturday, Nov. 1st for the Annual YMCA "On the Water" Fall Auction & Social at the Timberlake Lodge. We enjoyed a fun night of bidding on auction items for a great cause, purchasing raffle tickets for a variety of items, enjoyed a wonderful meal of walleye or chicken kiev and socializing with community members and YMCA members. *No products were sold.

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Reliable compensation. Comprehensive benefits. Flexibility to thrive. As a Virtual Financial Advisor at Thrivent, you’ll do work that matters in a culture that’s shaped by our values: empathy, gratitude, authenticity, impact and commitment. If you’re passionate about helping others and searching for a career that reflects these values, we welcome you to apply. Start your journey ➡️ thriventcareers.com/47r1hb6

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Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇

The cost of cash: Where to invest when interest rates dropWhether you’re saving for something big, hoping to generate a steady income or seeking flexible access to your cash, there are smart ways to keep your money productive and aligned with your needs—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track in a changing interest rate environment.

With rates starting to decline, now is a great time to think about what's next for your cash. Whether you want to keep funds liquid, generate income or save for a future goal, now’s a great time to put your savings to work. Together, let’s review your goals and liquidity needs to maximize your money’s potential. See thrivent.com/social for important disclosures.

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We would like to thank everyone who attended our Thrivent Economic Update event last Tuesday at the Grand Rapids YMCA. Thank you to Blaine Gundershaug from Thrivent Corporate for being our guest speaker. Thank you to Pasties Plus and the Forest Lake Restaurant both of Grand Rapids for catering. Everybody enjoyed the mini pasties and homemade soup! Thank you to our kids, Ella and Bennett Weerts for helping with the event. Thank you again for a very successful event! *No products were sold.

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There are both positives and negatives to the current economic data, leading Thrivent Chief Financial & Investment Officer David Royal to give the current U.S. economy a mixed review: https://bit.ly/4nPQ8Yk

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Administrative Assistanthttps://thrivent.wd5.myworkdayjobs.com/External/job/MN---Grand-Rapids/Administrative-Assistant_REQ-44754-1

Administrative Assistanthttps://thrivent.wd5.myworkdayjobs.com/External/job/MN---Carlton/Administrative-Assistant_REQ-44764

Hear Thrivent investment leaders predict how the remainder of 2025 will play out as markets continue to navigate uncertainty. They discuss important economic factors, including the employment picture, Fed rate cuts, the influence of AI, signs of life in the housing market, a “grumpy” yet resilient consumer and more. Watch the conversation: https://bit.ly/3Jemn4t

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Ready to launch the next phase of your career—or take it in a new direction? As a Thrivent Virtual Advisor, you’ll benefit from learning and development designed to elevate your skills. As your confidence grows, you’ll have opportunities to step into leadership—or even build your own practice. Discover where your career could take you: thriventcareers.com/3VJ7UQH

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Help your money last in retirementA long life is a gift—let’s help make sure your finances can keep up. Start by building financial resilience against inflation, market swings, and rising health and care costs.

We are excited to have Blaine Gunnershaug from the Thrivent Investment Team come and give clients an Economic Update report in Grand Rapids on Tuesday, Oct. 21st at 6:00 p.m. The event will be held at the Itasca County YMCA and dinner will be provided by Pasties Plus and the Forest Lake Restaurant from Grand Rapids, with mini pasties and homemade soup served. Thank you to everyone who RSVP'd, and Thrivent financial advisors, Ben Weerts, Jeff Hakala and Stacey Corrick look forward to seeing you there. *No Products will be sold.

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You can keep giving long after you’re gone. Learn more about how you can leave a legacy by gifting life insurance ➡️ https://bit.ly/3Yl1I3o

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