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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
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
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
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
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 • Ensure your minimum required amount of RMDs are withdrawn from retirement accounts.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.
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 • Ensure your minimum required amount of RMDs are withdrawn from retirement accounts.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.
As we approach the end of 2024, make sure to review your financial checklist for any outstanding tasks you still need to complete. Here are some helpful reminders.
As we approach the end of 2024, make sure to review your financial checklist for any outstanding tasks you still need to complete. Here are some helpful reminders.
December is Identity Theft & Protection Awareness Month. Take steps today to protect yourself: ✔️ Adjust your privacy settings ✔️ Update all older passwords ✔️ Use secure WiFi connections ✔️ Monitor all transactions
December is Identity Theft & Protection Awareness Month. Take steps today to protect yourself: ✔️ Adjust your privacy settings ✔️ Update all older passwords ✔️ Use secure WiFi connections ✔️ Monitor all transactions
Today we honor and say 'thank you' to all who have sacrificed and served our country.
Today we honor and say 'thank you' to all who have sacrificed and served our country.
Interested in learning more about the benefits of opening a donor-advised fund? Together, we can create a charitable giving plan in alignment with your values and priorities. See thriventcharitable.com/social and thrivent.com/social for important disclosures.
Interested in learning more about the benefits of opening a donor-advised fund? Together, we can create a charitable giving plan in alignment with your values and priorities. See thriventcharitable.com/social and thrivent.com/social for important disclosures.