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Insights

I've got valuable information and resources to share. Explore away! And check back often.

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Managing risks to your retirement savings doesn't have to be complicated. You can maximize your guaranteed income sources, prepare for market volatility and have a mindful withdrawal plan. Here are important things to consider: https://bit.ly/4idtvKz If you'd like to discuss your unique retirement risk factors, let's set up a meeting.

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Managing risks to your retirement savings doesn't have to be complicated. You can maximize your guaranteed income sources, prepare for market volatility and have a mindful withdrawal plan. Here are important things to consider: https://bit.ly/4idtvKz If you'd like to discuss your unique retirement risk factors, let's set up a meeting.

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Small Business Solutions workshop | Wed., March 26, 8-9 a.m. | DeWitt Community Library, 917 5th Ave. All business owners, including farmers, are invited to a free breakfast workshop to learn about key things you can do to help your business succeed. As an entrepreneur with the vision and determination behind your business, you know the importance of creating a plan based on your goals and objectives. Enjoy a delicious catered breakfast while you learn about what is important to you. • Recruit and keep the best team. • Understand some of the “what ifs” life may bring. • Consider options for succession. Reserve your spot today by calling our office at 563-659-2991 or email Teresa.Burkett@Thrivent.com. Please RSVP in advance if able, or you're welcome to walk in. No products will be sold. For additional disclosures, see Thrivent.com/social.

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Small Business Solutions workshop | Wed., March 26, 8-9 a.m. | DeWitt Community Library, 917 5th Ave. All business owners, including farmers, are invited to a free breakfast workshop to learn about key things you can do to help your business succeed. As an entrepreneur with the vision and determination behind your business, you know the importance of creating a plan based on your goals and objectives. Enjoy a delicious catered breakfast while you learn about what is important to you. • Recruit and keep the best team. • Understand some of the “what ifs” life may bring. • Consider options for succession. Reserve your spot today by calling our office at 563-659-2991 or email Teresa.Burkett@Thrivent.com. Please RSVP in advance if able, or you're welcome to walk in. No products will be sold. For additional disclosures, see Thrivent.com/social.

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Hot off the press! Check out the latest edition of our Mississippi Valley Associates Connections newsletter: http://www.thrivent.com/literature/mississippivalleyassociatesnewsletter.pdf. You can also find our newsletter on the homepage of my website: https://connect.thrivent.com/gaylon-heetland. Be sure to report back if you write your memoir, try the yummy cookie recipe, know what kind of bird babies are pictured on the first page, or want to sign up for one of our workshops! No products will be sold. For additional disclosures, see Thrivent.com/social.

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Hot off the press! Check out the latest edition of our Mississippi Valley Associates Connections newsletter: http://www.thrivent.com/literature/mississippivalleyassociatesnewsletter.pdf. You can also find our newsletter on the homepage of my website: https://connect.thrivent.com/gaylon-heetland. Be sure to report back if you write your memoir, try the yummy cookie recipe, know what kind of bird babies are pictured on the first page, or want to sign up for one of our workshops! No products will be sold. For additional disclosures, see Thrivent.com/social.

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Prepare Wisely: Estate Strategy Essentials | Thursday, March 20, 7-8 PM | Groundswell Event Space, 201 3rd Ave. SW, Cedar Rapids Who needs an estate plan? You do. No matter your age, wealth, or status, you have an estate. And you can't take it with you when you die. During this free in-person workshop, explore estate strategies and tools you can use to make your final wishes clear. Your loved ones will be grateful. Invite your adult children and beneficiaries to begin the conversation. Those who live out of the area may contact us about joining online. To sign up or for more information, call our office at 319-366-2991 or email Teresa.Burkett@Thrivent.com. Our Mississippi Valley Thrivent Community is pleased to provide a dessert buffet while you and your guests learn about topics important to you. No products will be sold. For additional disclosures, see Thrivent.com/disclosures.

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Prepare Wisely: Estate Strategy Essentials | Thursday, March 20, 7-8 PM | Groundswell Event Space, 201 3rd Ave. SW, Cedar Rapids Who needs an estate plan? You do. No matter your age, wealth, or status, you have an estate. And you can't take it with you when you die. During this free in-person workshop, explore estate strategies and tools you can use to make your final wishes clear. Your loved ones will be grateful. Invite your adult children and beneficiaries to begin the conversation. Those who live out of the area may contact us about joining online. To sign up or for more information, call our office at 319-366-2991 or email Teresa.Burkett@Thrivent.com. Our Mississippi Valley Thrivent Community is pleased to provide a dessert buffet while you and your guests learn about topics important to you. No products will be sold. For additional disclosures, see Thrivent.com/disclosures.

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How to invest for retirement: Account types & strategic moves

Investing for retirement takes planning, but it doesn't have to be complex. Once you know your retirement goals and investment style, you can make a solid, long-term plan for retirement. Let's connect to talk more about this important topic.

Investing for retirement takes planning, but it doesn't have to be complex. Lay the foundation by learning the basic strategies, investment types and tax...

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Is winter weather still keeping you inside? ❄️ Use the time to check a few things off your list:​ ✅ Organize your financial documents​ ✅ Make a tax filing plan​ ✅ Understand how your taxes fit into your bigger picture​ See thrivent.com/social for important disclosures.​

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Is winter weather still keeping you inside? ❄️ Use the time to check a few things off your list:​ ✅ Organize your financial documents​ ✅ Make a tax filing plan​ ✅ Understand how your taxes fit into your bigger picture​ See thrivent.com/social for important disclosures.​

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Spreading love can be as simple as sharing a warm smile or a kind word. Happy Valentine's Day.

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Spreading love can be as simple as sharing a warm smile or a kind word. Happy Valentine's Day.

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Retirement savings by age: How much should you have?

Planning for retirement can seem like a long and complex journey. Knowing how much to save is a foundational piece of achieving your retirement goals—check out these planning milestones based on your age.

This series breaks down retirement savings by age, covering detailed guidelines on the best financial moves to make at every time of your life.

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2024 IRA contribution deadline: There's still time to maximize your savings

It may be 2025, but you still have time to maximize your savings for the 2024 tax year. Explore how contributing to an IRA can help boost your retirement savings and find answers to the most common IRA questions.

The calendar has officially flipped to 2025, but you can still contribute to an Individual Retirement Account (IRA) for the 2024 tax year.

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Today we recognize the life and leadership of Dr. Martin Luther King Jr. What acts of service can you do in your community to honor his legacy?

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Today we recognize the life and leadership of Dr. Martin Luther King Jr. What acts of service can you do in your community to honor his legacy?

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

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