Two common tax mistakes I see every single first quarter, and how to avoid them:
❌ Mistake #1 — Funding a Roth IRA too early
A lot of people rush to make their Roth contribution as soon as January hits.
But if your income ends up being too high to qualify, you’ll be forced to remove the contribution and any earnings…
➡️ which can trigger taxes and penalties.
✔️ Better approach:
Project your income for the year first, before contributing.
❌ Mistake #2 — Ignoring your withholding
Once your taxes are filed, most people never look back — until next year’s surprise.
Your effective tax rate from last year + your current paystub withholding can tell you:
➡️ Are you tracking ahead… or behind?
✔️ A quick W-4 adjustment in Q1 can save you:
• Underpayment stress
• Unexpected tax bills
• Big swings in your paycheck later
#FinancialPlanning #TaxSeason
See thrivent.com/social for important disclosure information.
We’re kicking off the new year with a warm welcome to our newest Support Advisor — Logan Demaa! 🎉
From his love of golf and 70s classics to his inspiring 175-pound weight loss and upcoming Chicago Marathon run with Team St. Jude, Logan brings energy and a deep passion for serving others.
We’re excited for you to get to know him.
👇 Click the link to read more about Logan in our Quarterly Newsletter.
gateway-associates-newsletter
#Welcome #GatewayAssociates
See thrivent.com/social for important disclosure information.
Start your financial reset in… your closet. 👀
Sounds simple, but there’s a reason it works.
When you clear out what no longer fits your life physically, it becomes easier to recognize what no longer fits your life financially.
✨ Donate what you don’t love
✨ Toss the clutter that’s taking up space
✨ Keep only what aligns with the life you’re building
A small reset in your environment can create a big shift in how you think about your money.
Fresh space → clearer priorities → better decisions.
If you're looking to carry that clarity into your financial plan, you can schedule a conversation through our Calendly link 👇 or visit our website for more resources.
https://calendly.com/gateway-associates/connect-with-bryan-jansen?back=1&month=2025-12
#DedicatedPlanningServices #FinancialAdvisorInsights #RetirementStrategies
See thrivent.com/social for important disclosure information.
Do you love being the one who notices the little details that make a big difference?
That’s exactly who we’re looking for.
At Gateway Associates, our Administrative Assistant is the heartbeat of the office welcoming clients, prepping meetings, and keeping everything running smoothly behind the scenes.
What you’ll be doing:
✨ Greeting clients and guiding their pre-meeting experience
✨ Managing calls and meeting prep
✨ Keeping the office stocked, organized, and welcoming
✨ Supporting thoughtful client touches like cards, notes, and follow-ups
✨ Helping our advisors and team stay on track
If this sounds like you, we’d love to meet you (and if not, we’d appreciate you sharing it!).
👉 Apply today: https://careers.thrivent.com/jobs/45497/administrative-assistant/
📊 Retirement isn’t a one-and-done decision — it’s a journey. And if you’re in your 50s, here’s some good news: you can give your retirement savings a serious boost with catch-up contributions.
👉 For 2025, that means you save: ✔️ An extra $7,500 in your 401(k) ✔️ An extra $1,000 in your IRA
Those extra dollars can make a big difference as you close in on retirement. The key? Knowing how much you need and making a plan to get there.
💡 Wondering if catch-up contributions make sense for you? Let’s run the numbers together and build a strategy that fits your goals.
#RetirementPlanning #CatchUpContributions #FinancialWellness #Over50Planning #SmartMoneyMoves
See thrivent.com/social for important disclosure information.
No tricks — just treats! 🍬
Our Fall Newsletter is here, packed with updates, team highlights, and yummy recipes.
Grab your favorite fall drink, settle in, and catch up on what’s new at Gateway Associates. ☕🍂
👉 Read it here: https://www.thrivent.com/gateway-associates-newsletter
#GatewayAssociates #FallNewsletter #HappyHalloween
What an unforgettable week! 💛
Last Thursday, our Gateway Associates team joined together for our 9th annual Light the Night. Together—with the support of our amazing community—we raised close to $44,000 for Blood Cancer United (previously LLS) 👏
We walked to honor survivors, remember those we’ve lost, and support everyone still fighting. The lanterns glowing were a powerful reminder that no one fights alone.
And Friday night, we were honored to see Bryan step onto the field before the Brewers game to speak on behalf of Blood Cancer United—a meaningful way to celebrate his 10-year survivorship.
From the bottom of our hearts, thank you to everyone who walked, donated, or cheered us on. This milestone wouldn’t be possible without you. 💡
#LightTheNight #GatewayAssociates #CommunityStrong #CancerSurvivor #BloodCancerAwareness #ThankYou #TogetherWeCan
Our July Newsletter is Here! 🗞️
We’ve packed this edition with all the summer highlights you won’t want to miss:
Team Member Spotlight – Meet some of the new faces around our office!
Recipe Swap – Got a summer favorite? We’d love to feature yours next!
Pet Spotlight – Send us a photo of your furry friend to be featured in our next edition!
Christmas in July – Don’t miss the fun happening this week at the Menomonee Falls Farmers Market!
Click the link to read the full newsletter and get caught up on all things Gateway: https://www.thrivent.com/gateway-associates-newsletter
🎄 That’s a wrap on our 5th Annual Christmas in July Food Drive — and WOW, you all showed up in a big way!
📦 276 food items donated
💸 $4,020 raised that will help families right in our community to overcome food insecurity.
From the bottom of our hearts — thank you. Your generosity continues to make this tradition more impactful every year. ❤️
We can’t wait to see you next summer for our 6th Annual Christmas in July!
🌱 We’re growing at Gateway Associates
We’re on the hunt for a Client Relationship Manager who can help us achieve more!
What does this mean?
As part of our advisor team, you will:
Participate in client meetings alongside Advisors
Send follow-up emails from meetings and recommendations
Be the go-to contact for clients between meetings. Always ready to answer their questions and help them get things done!
If you’re looking for a place where you’ll be supported, trusted, and given the tools to thrive, you might have just found your next role.
📲 Click the link or scan the QR code to apply.
https://www.linkedin.com/jobs/view/4273299526
💬 Not the right fit for you? Please share this post with someone who’d love to join our TEAM!
#NowHiring, #CareerOpportunity #FinancialServices, #ClientExperience