Financial News and Articles with Katie Swenby in Glenwood City WI

Insights

✨📬Thrivent’s 2026 calendars are on their way! It’s always a joy to share this yearly tradition as we look ahead with gratitude and excitement for what’s to come. 🗓️Watch your mailbox – your calendar will be arriving soon! Thrivent clients with membership can request one calendar copy at no cost: Get Your Thrivent Calendar | Thrivent. If you received a 2025 Thrivent Calendar or place an order today, you will be automatically subscribed to future calendar releases. 💼 Note: I help individuals and families make financial decisions aligned with their values—building clarity, confidence, and purpose into every step. Let’s connect and start a meaningful conversation about your financial future. 💰 📞 715-781-2889 | ✉️ katie.swenby@thrivent.com 🗓️ https://bit.ly/freeintro-katieswenby #FaithAndFinance #FinancialWellness #PlanWithPurpose #Thrivent #ThriventAdvisor #PersonalFinance Disclosures: thrivent.com/social

Read post

Plan your finances for the people, causes and community you love | ThriventDid you know today, September 6th, is Fight Procrastination Day? And I’m here to help! “I’ll get to it later” often becomes “I wish I had done it sooner.” Don’t delay when it comes to: 💰 Financial Planning 🧓 Retirement Planning 📜 Estate Planning The best time to plan was yesterday. The next best time is now. ⏰ 📲 Let’s start the conversation. 📞 715-781-2889 | ✉️ katie.swenby@thrivent.com 🗓️ https://bit.ly/freeintro-katieswenby #FinancialPlanning #ProactivePlanning #FutureFocused #PlanWithConfidence 💼 Note: I help families make wise financial decisions rooted in clarity, confidence, and purpose. Let’s start the conversation about your goals—no pressure, just possibilities. 💰 #FaithAndFinance #FinancialWellness #PlanWithPurpose #Thrivent #ThriventAdvisor #FamilyFinances Disclosures: thrivent.com/social

Plan your finances for the people, causes and community you love | ThriventWise words from a colleague recently 🦉 "Financial plans don't fail people - people fail to financial plan"📝 💵The best time to start your financial plan was yesterday - the next best time is today! Let's talk about what that process looks like & how I can help you get started. 💼 Helping families make wise financial decisions rooted in clarity, confidence, and purpose. Let’s start the conversation about your goals—no pressure, just possibilities. 💰 📞 715-781-2889 | ✉️ katie.swenby@thrivent.com 🗓️ https://bit.ly/freeintro-katieswenby #FaithAndFinance #FinancialWellness #PlanWithPurpose #Thrivent #ThriventAdvisor #FamilyFinances Disclosures: thrivent.com/social

Plan your finances for the people, causes and community you love | Thrivent💡 Life insurance isn’t just about “what if” — it’s about what’s possible. Here’s what a smart policy can help your family do: 💵 Protect your income 💰 Provide cash when it’s needed most 🎓 Help fund education or other priorities 👵🏼 Support retirement dreams 🌳 Build or preserve family wealth It’s about financial confidence today — and opportunity tomorrow. 💬 Let’s chat if you’re curious! #LifeInsurance #FamilyFirst #PlanWithPurpose 💼 Note: Helping families make wise financial decisions rooted in clarity, confidence, and purpose. Let’s start the conversation about your goals—no pressure, just possibilities. 💰 📞 715-781-2889 | ✉️ katie.swenby@thrivent.com 🗓️ https://bit.ly/freeintro-katieswenby #FaithAndFinance #FinancialWellness #PlanWithPurpose #Thrivent #ThriventAdvisor #FamilyFinances See thrivent.com/social for important disclosures.

MSNIt can happen - agreeing with online advice! Saving for retirement = Necessity Saving for kids' college education = Luxury There are plenty of options for higher education, which may include borrowing money.....you can't borrow money for retirement! https://www.msn.com/en-us/money/savingandinvesting/dave-ramsey-sends-strong-message-to-americans-on-401-k-plans/ar-AA1IdRwG?ocid=msedgdhp&pc=U531&cvid=c516387dea524713baf78b51208b2a50&ei=6 💼 Note: I help individuals and families make financial decisions aligned with their values—building clarity, confidence, and purpose into every step. Let’s connect and start a meaningful conversation about your financial future. 💰 📞 715-781-2889 | ✉️ katie.swenby@thrivent.com 🗓️ https://bit.ly/freeintro-katieswenby #FaithAndFinance #FinancialWellness #PlanWithPurpose #Thrivent #ThriventAdvisor #PersonalFinance See thrivent.com/social for important disclosures.

June 2025 Market Update: Confidence reboundsThe mixed economic data of May highlighted our economy is still slowing. Read Thrivent Asset Management's thoughts on how our outlook has changed in the June market update.

"Have I not commanded you? Be strong and courageous. Do not be afraid; do not be discouraged, for the Lord your God will be with you wherever you go." - Joshua 1:9

Read post

🎓💸 25 Years Ago Today - My High School Graduation Day! Knowing what I know now, here are the top 5 financial tips to share with the young adults in your life: 🎯 Set financial goals 📊 Create a budget – Know where 💵 goes! 🚨 Build an emergency fund – 3–6 months of 💰 = peace of mind. 🌱 Start investing early – Let compound interest 📈 work for you. 💳 Build good credit – Your future self 🏡🚗 will thank you. And a bonus 6th tip: Avoid lifestyle inflation 🚫 Reach out today to learn more about how our team guides members throughout their financial journey at every stage in life! #MoneyTips #RecentGrad #FinancialFreedom #Adulting101 #GraduationGoals "See thrivent.com/social for important disclosures*

Read post

If you fall into any of the categories below, you may want to consider how disability income insurance can help you when you most need it: >> Family breadwinners >> Stay-at-home parents >> People with physically demanding jobs >> Self-employed workers >> Workers with insufficient coverage For more information on disability income insurance: https://bit.ly/44JFBY0

Read post

What happens when you don’t have income protection and a sudden illness or injury prevents you from working? Here are some key facts to know about disability income insurance and how it can benefit you: https://bit.ly/44L4CSw

Read post

Market uncertainty: Tariffs and economic policy drive volatilityUncertainty around economic and trade policies is weighing on confidence for both individuals and businesses. Read more from Thrivent's Chief Investment Strategist on current volatility and other market conditions.

How to handle market volatilityWhatever happens with the market, there are steps you can take that may help to mitigate the effects of volatility.

“Anxiety weighs down the heart, but a kind word cheers it up.” – Proverbs 12:25

Read post