The New Year has arrived! What's your top financial goal for 2024? Are you looking to save or invest? A little of both? Take a moment to think about your priorities and then let’s connect.
Protecting Yourself from Identity TheftIdentity theft can happen in an instant, especially in this digital age of information sharing. Learn how to secure your information and avoid a variety of scams, so you can navigate the digital world safely.
Did you know that you can now text me? If you are on the go, feel free to text me at (507) 264-4300. This is monitored during office hours (Monday through Thursday, 8 AM to 4 PM and Fridays from 8 AM to 3 PM). If you text outside of those hours, I will reply when I am back in.
You can text me to schedule or re-schedule appointments, if you have any general questions, or just to say Hello!
When to claim Social SecurityWhen should you claim your Social Security retirement benefits? Here are some details to consider as you prepare for the retirement you’ve worked so hard to enjoy.
Updating Your Life Insurance: 7 Life Events That May Affect Your CoverageIt is important to reassess your life insurance coverage as you navigate through different life events. #LIAM
How to Protect What's Important: Your Insurance Options ExplainedHere are the differences between life insurance and disability income insurance and why you might want to have both. #LIAM
Thrivent clients put generosity in actionLooking for ideas for your own Thrivent Action Team? Read how those across the country used their creativity to support kids in foster care, local firefighters and neighbors in need.
How do asset allocation funds work?Are asset allocation funds right for your financial strategy? Learn more about how these investments work so you can decide.
August 2021 Market Review: Stock rally continues as GDP keeps climbingThe stock market continued to chalk up new highs in July, bond rates fell again, and oil prices finally leveled off after rising more than 50% this year. Click the link to learn more about the impact of these events.
Nearly half of Americans say they have put off purchasing the coverage they know they need, because of the intimidating process. Let me help you take the first steps. #HelpProtectOurFamilies
(If requested, a licensed insurance agent/producer may contact you and financial solutions including insurance may be solicited.)
Did you know the younger you are the less you pay for life insurance? Buying a life insurance policy can protect your financial future and the financial security of your loved ones. Contact me for an estimate. #HelpProtectOurFamilies
(If requested, a licensed insurance agent/producer may contact you and financial solutions including insurance may be solicited.)
Life insurance may not be as expensive as you think. More than half of Americans overestimate the cost of life insurance by 3 times the actual amount, this is especially true for younger generations. To estimate your life insurance needs, let’s talk today. #HelpProtectOurFamilies
(If requested, a licensed insurance agent/producer may contact you and financial solutions including insurance may be solicited.)
Your Social Security Questions AnsweredSocial Security can be overwhelming. That’s why we’re here to help you sort through the details. Check out this article and let’s connect if you’d like to talk more.
The results are in from the 4th of July Food Shelf Fundraiser (Drumroll)
...
...
...
a grand total of $5,342!
Thank you to everyone who contributed to this cause!
Mark your calendar for our annual 4th of July Food Shelf Fundraiser. We are collecting non-perishable food items and monetary donations not only at our office, but also at the 4th of July St Peter Parade.
3 Ways YOU can help:
1. Bring food and/or monetary donations to the Parade
2. Drop off food and/or monetary donations at our St Peter Thrivent Office
3. Donate online at our website: http://thrivent.cotribute.co/events/514084/detail
All donations will be taken to the Children’s Weekend Food Program and the St Peter Food Shelf. If you are interested in volunteering to walk with our float in the parade, please contact Alicia at 507-934-5304.
We hope to see you there!
Working Tax Efficiency into Your Financial StrategyHow tax-efficient is your financial strategy? Here are some basic steps you can take to ensure you’re making the most of your money.
