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Insights

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

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This past weekend Mark Armstrong celebrated another year - join us in wishing him a very Happy Birthday!! Cheers to all the adventures this next year will hold.

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This past weekend Mark Armstrong celebrated another year - join us in wishing him a very Happy Birthday!! Cheers to all the adventures this next year will hold.

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Enjoy retirement income without the guesswork

You've spent years building your retirement nest egg—now let's make it work for you. Let's discuss how to turn your savings into steady, reliable income that lasts.

You’ve spent years building your retirement nest egg—now it’s time to make it work for you....

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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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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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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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Happy New Year from all of us here at Green Bay Financial Group. We are so thankful for all of you and pray your 2025 is filled with blessings <3

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Happy New Year from all of us here at Green Bay Financial Group. We are so thankful for all of you and pray your 2025 is filled with blessings <3

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We are blown away by the generosity of our members! This December we held a collection drive of winter items for Awaken in Green Bay. Thank you to those who donated! You've made a huge difference to those in need this season! To learn more about Awaken and their mission click on the link below. https://www.awakenjustice.org/awaken-wisconsin

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We are blown away by the generosity of our members! This December we held a collection drive of winter items for Awaken in Green Bay. Thank you to those who donated! You've made a huge difference to those in need this season! To learn more about Awaken and their mission click on the link below. https://www.awakenjustice.org/awaken-wisconsin

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Now is the time to review your finances and set yourself up for success in 2025. Here are some action items you may want to consider: • Assess progress on your financial goals and determine if adjustments are needed. • Ensure your minimum required amount of RMDs are withdrawn from retirement accounts. • Make additional charitable contributions by year-end to potentially reduce tax liabilities. • Review and update beneficiary designations on bank and retirement accounts, life insurance policies and annuities. See thrivent.com/social for important disclosures.

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Now is the time to review your finances and set yourself up for success in 2025. Here are some action items you may want to consider: • Assess progress on your financial goals and determine if adjustments are needed. • Ensure your minimum required amount of RMDs are withdrawn from retirement accounts. • Make additional charitable contributions by year-end to potentially reduce tax liabilities. • Review and update beneficiary designations on bank and retirement accounts, life insurance policies and annuities. See thrivent.com/social for important disclosures.

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.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

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.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

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For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

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