News and Insights
National Volunteer Week is coming up April 20-26 and Thrivent is celebrating inspiring individuals! From now through April 26, you can nominate anyone—a friend, neighbor, colleague or fellow volunteer—to be a Generosity Hero. In fact, you can nominate them all!
Both you and your nominee will be entered into a drawing. Winners will have the opportunity to select a Thrivent Choice®️ participating organization to receive a donation (up to $5,000) from Thrivent!
To learn more or submit nominations: https://bit.ly/4jzZuF7
This past weekend, some of our team members and their families took part in the 15th annual Reedsburg Vetfest run/walk. It was a beautiful day for the event this year and we all had a great time coming out to support a great cause.
Thinking about working while receiving Social Security? Your age and your earnings could impact the amount of your monthly Social Security benefit.
Here are considerations for balancing work and Social Security: https://bit.ly/41XxFAH
Please join us in congratulating Nathan, Service Advisor here at Covenant Financial Group, who is celebrating his 6-year work Anniversary today. We are so thankful for his dedication and service. Congrats, Nathan!
Taking Social Security early? Reasons to consider (with pros & cons)
Should you take Social Security early? It depends on your unique needs. Before deciding, make sure to take the pros and cons into consideration. Together, we can talk about your Social Security income and retirement savings to help determine whether claiming benefits early makes sense.
We would like to recognize Joel, Financial Advisor/Practice Developer with Covenant Financial Group, as this week he celebrates 8-years with Thrivent. We are so blessed to have Joel and his vision leading our team. We look forward to more years of growth and service to our community. Congratulations, Joel!
Spring is a chance to refocus on what’s really important to you. In this season of new beginnings, how can you limit distractions and seek true renewal?
Investing in volatile markets: Smart strategies for confident investing
Market volatility can be hard to predict and difficult to navigate. During these times, having the guidance of a qualified professional can make a difference. Let’s connect and make sure you have back-up plans for periods of economic growth and strain.
Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere for the 14th year in a row. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity.
Learn more about this recognition: https://bit.ly/43B6P2o
There is so much joy in just being there, fully present with the ones you love. How can you be more present in this season of life?
Today begins a 40-day season of preparation for Easter. Wishing you a blessed Lenten season.
We are very pleased to introduce our newest Office Professional and team member, Tricia. Tricia has been a wonderful addition to our team, and she is very excited to meet all of you, our wonderful clients!
Please join us in wishing Huey, Financial Advisor here at Covenant Financial Group, a very Happy Birthday today. We are so blessed to have Huey as a part of our team. Happy Birthday, Huey!
Navigating your finances after a spouse passes can be challenging. Social Security survivor benefits may be available to you depending on your age and if you care for a dependent child. Discover more here: https://bit.ly/42XZDNr
Here to connect you or your loved ones to resources that can help.
It's never too late to start investing. Whether you're nearing retirement or just beginning to plan, here are some questions to get you started:
1️⃣ What are you investing for?
2️⃣ What is your time horizon?
3️⃣ What is your risk tolerance?
If you’re looking for a professional to help you with your investing strategy, let’s talk.
See thrivent.com/social for important disclosures.
Please join us in congratulating Sarah, Sr. Licensed Client Service Administrator, who celebrates six years with Covenant Financial Group. We are so thankful for her hard work, dedication and service to our team and our clients. Congrats to Sarah!
Snowball method - Pay off smallest debt first. Quick wins, big motivation.
Avalanche method - Pay off highest-interest debt first. Save more long-term.
Which debt repayment method appeals to you? Here to talk through your options and find a debt escape plan that works for you.
Please join us in congratulating Mary, Licensed Office Professional, who celebrates one year with Covenant Financial Group. We are so thankful for her hard work, dedication and service to our team and our clients. Congrats to Mary!
Please join us in wishing Danielle, Client Service Administrator here at Covenant Financial Group, a very Happy Birthday today. We are so blessed to have Danielle as a part of our team. Happy Birthday, Danielle!
The joy and excitement of the season are upon us! Merry Christmas from our Covenant Financial Group Family to yours!