Insights
There's nothing better than good food and great company! Thank you to everyone who attended our annual Food Truck Event at our Menasha office on September 15. Guests enjoyed dinner, dessert, and time to connect with one another on a beautiful evening. We were proud to partner with Unforgettable Underdogs, a local volunteer-run rescue dedicated to helping dogs find loving homes throughout Wisconsin. Thank you to everyone who helped make the event a success. We look forward to doing it again next year!
We are continually inspired by the impact we create together. Our 2025 impact numbers highlight what's possible when generosity leads the way, and we couldn't do it without you, our clients and friends!See thrivent.com/social for important disclosures.
Heart of the Valley Wealth Advisors helps our clients choose the right type of life insurance, including how much coverage you need and how it can be used as part of your overall financial plan. Read more about it in Thrivent Magazine. Link to article: https://bit.ly/3KXCbJz
The power of life insurance“[Life insurance] provides a very efficient tool to pass on assets. It helps to manage taxes. It helps to expand what you can do for your family and for charity.” – Tom Bruckner, Thrivent Financial Advisor. Read more in Thrivent Magazine about how life insurance can play an important role in your overall financial plan. Link to article: https://bit.ly/3KXCbJz
Join us in welcoming Alyssa Helmrick to the Heart of the Valley Wealth Advisors team! Alyssa is our new Financial Advisor, and we are so excited to have her on board! She joined Heart of the Valley Wealth Advisors in 2025 after graduating from the University of Wisconsin - La Crosse, with a double major in Finance and a concentration in Risk, Insurance, and Financial Planning, as well as Marketing. Outside of work, Alyssa enjoys watching sports, cooking, crafting, and spending time with family and friends.
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.
Less can mean more. Special holiday celebrations don’t need to come with a big price tag. Here are some helpful spending tips to navigate this holiday season on a budget🎄: https://bit.ly/3ApmZjn
The holiday season is a great time to give back. Let’s connect and discuss ways you can amplify your impact and maximize your tax benefits when giving.Here are resources to help you plan, give and grant: https://bit.ly/3XX4Hh4See thrivent.com/social for important disclosures.
Great news! Thrivent will provide a record $564 million payout of dividends and nonguaranteed policy enhancements to clients in 2025.Dividends are one way we show our continued commitment to helping clients build their financial futures and live more generous lives. Learn more: http://bit.ly/3As887DDividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.
It’s a powerful thing to see Thrivent clients come together in times of great need. Join us in supporting victims of Hurricane Helene and Hurricane Milton. Thrivent increased the match to $750,000 so when you give to hurricane relief efforts, Thrivent will add $1 to every $2 you donate through the online giving platform to our featured organizations. Thrivent also pays all processing fees, so 100% of your donation goes directly to the cause. To help today, visit https://bit.ly/4f0Ki1I.
🎉 Exciting news! Join us in welcoming Betsy Zemlock to the Heart of the Valley Wealth Advisors team! 🎉Betsy brings a passion for helping people and a wonderful spirit to our team. She will be serving the greater Fox Valley community from our Menasha office. Welcome aboard, Betsy! 🌟 #TeamUpdate #WelcomeBetsy #HeartOfTheValley #FoxValley
How do required minimum distributions work?Did you know that for some retirement accounts, you must start withdrawing money by a certain age? Learn more about required minimum distributions (RMDs) today. 👇
An act of love: Tips for aging parentsHelping your loved ones understand your end-of-life plan can alleviate their future stress. Here are some tips to guide you in deciding when and how to initiate this essential conversation. 👇
How to protect your family financially over the yearsThinking about purchasing life insurance and not sure where to start? Here are the different types of life insurance and reasons why you may want to get coverage.
Milestones are a great way to help track your progress towards your financial goals. Whether it’s building up your savings or paying down debt, they can help keep you on track. Best of all, they let you celebrate your wins along the way. How do you celebrate your milestones?
As major life events occur, they can change your life insurance needs. It’s important to safeguard what you have today while planning for the road ahead. See thrivent.com/social for important disclosures.
Investing time and energy into financial self-care can help you feel more empowered about your finances, enable you to manage ups and downs better and take control of emotional decision making. Check out these 8 tips for creating a financial self-care routine: bit.ly/3DlzLNS
September 2023 Market Update: Stocks stumbleThere are signs of a slowdown with employment data weakening, payrolls slowing, and the consumer starting to show signs of stress with credit card delinquencies rising. For a review of key market and economic developments, read the September 2023 Market Update.
What is in a name?Our practice name is Heart of the Valley Wealth Advisors. I wonder how often our clients think about this name or why we chose it?Those who live in and around our office in Menasha, Wisconsin recognize it as a geographic name- “Heart of the Valley” is a specific area of the Fox River Valley , and overlaps what was known as Paper Valley ( the Fox River was an excellent source of water and power, and this area was near the right kinds of trees and forests for paper mills). People can relate to this name as a practice in the center, and accessible to them.Those of us near our other office in San Jose, CA, we are in Santa Clara Valley, and in the last 30 years has been known as Silicon Valley, and before that had a long history of agriculture, specifically fruit orchards. Our office, geographically, is right in the heart of this area. Again, we hope to send the message of accessibility.Then there is this other meaning of the word “Heart”. For me, having this word in our team name identifies our #1 core value. Having “heart”. We hope your experience with us is one in which you have felt our team’s heart for you , your relationships, and your joyful stewardship of your resources. We see it in your trust in us as you share not only your financial life, but often also your relationships, as well as the highs, that we celebrate, and the lows, which we commiserate.In this path of having heart as our foundation to serve you, I am humbled and honored to have an amazing team mate and partner in Troy , and that we have the synergy of our team, currently Edana Beck, Rebekah Frank, Ken Truyman, Mike Glantz, and our remote service professionals Darcy Juday, Michele Smith and Tanya Londre.We cannot fully have heart with you, unless we fully have heart internally with our team. And I am thankful that Troy and I have heart for each other both professionally and personally.