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News and Insights

One of our favorite parts of this business is to see the impact we make together. Our 2024 impact numbers show the difference we make when we live generously. And it’s all thanks to you, our clients and friends. Amazing!!!

Social Security: Timing Is Everything

Have you wondered how you can optimize Social Security or how much you can expect to receive from other income sources? Join us for our free Social Security: Timing Is Everything workshop on Wednesday, June 25th at 6:30 pm at the Reedsburg Country Club. Dinner will be served. Please use the link provided for more details and to make your meal selection. Seats are limited, reserve your spot today! https://SocialSecurityRCC.eventbrite.com Feel free to bring a friend. We can't wait to see you there! *No products will be sold. See thrivent.com/social for important disclosures.

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

You prepare for downpours with a rain jacket—why not do the same for your finances? Staying proactive and informed about your finances can help you build good money habits and minimize future challenges. Let's review your financial plan to help you stay ahead of financial surprises. See thrivent.com/social for important disclosures.

What happens when you don’t have income protection and a sudden illness or injury prevents you from working? Here are some key facts to know about disability income insurance and how it can benefit you: https://bit.ly/44L4CSw

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. ⬇️

Market uncertainty: Tariffs and economic policy drive volatility

Uncertainty around economic and trade policies is weighing on confidence for both individuals and businesses. Read more from Thrivent's Chief Investment Strategist on current volatility and other market conditions.

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!