Look for me on the front cover of this week’s Neenah News. I’m grateful to be part of this community and to serve it. If I can be a resource on your financial journey, please reach out.
Food truck for a good cause! Stop by our office today from 3:30 p.m. - 5:30 p.m. and drop off any non-perishable food items for St. Joes Food Pantry. As a thank you, grab a bite to eat on us from Bistro Bites food truck, while supplies last.
For every non-perishable item donated Thrivent will match $3 up to $3000.
If you own a home, investments, life insurance or other valuable assets, it might be time to consider a revocable or irrevocable trust.
Depending on the structure you choose, a trust can offer a variety of benefits—including privacy, tax advantages and greater control over how your assets are distributed. In some cases, it may even protect your assets from creditors or Medicaid inclusion.
Learn more about your options: https://bit.ly/3VZ6FNl
For the 15th consecutive year, Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity.
Learn more about this recognition: https://bit.ly/4cVuu2j
For years, I’ve enjoyed conversations about investing and insurance with friends and family—topics that some might find “sleepy” or “boring.” Last year, I decided to turn that passion into a career by joining Thrivent’s Apex Financial Group team as a Financial Advisor.
I’ve been thoughtfully planning this transition for some time, and I’m excited to have a career that combines my education, experience, and energy to serve the people of Neenah and the surrounding communities along their financial journeys.
If you’d like to learn more about our team’s financial planning process—or know someone who could benefit from a conversation—I’d love to connect.
https://connect.thrivent.com/james-heath
See thrivent.com/social for important disclosures.
Investing in volatile markets: Smart strategies for confident investingMarket volatility can be hard to predict and difficult to navigate. During these times, having the guidance of a qualified professional can make a difference. Let’s connect and make sure you have back-up plans for periods of economic growth and strain.
Taxes play a big role in how far your money can go in retirement.
Whether you’re early in your savings journey or approaching retirement, Thrivent's comprehensive guide breaks down the essentials in simple terms, from how different accounts are taxed to strategies for creating tax-efficient income.
Read more: https://bit.ly/3MybMCS
Still have questions? Let’s schedule time to review your financial plan through a tax-smart lens.
Exciting news! Thrivent has been named to Fortune’s World’s Most Admired Companies list for the first time. Honored to be part of an organization recognized for its innovation, quality of management, financial soundness and commitment to long-term value.
Learn more about this recognition here: https://bit.ly/466lt23
