Insights

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The New Year has arrived! What's your top financial goal for 2024? Are you looking to save or invest? A little of both? Take a moment to think about your priorities and then let’s connect.
When to claim Social Security
When to claim Social SecurityWhen should you claim your Social Security retirement benefits? Here are some details to consider as you prepare for the retirement you’ve worked so hard to enjoy.
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Happy Labor Day to you all!
August 2021 Market Review: Stock rally continues as GDP keeps climbing
August 2021 Market Review: Stock rally continues as GDP keeps climbingThe stock market continued to chalk up new highs in July, bond rates fell again, and oil prices finally leveled off after rising more than 50% this year. Click the link to learn more about the impact of these events.
Your Social Security Questions Answered
Your Social Security Questions AnsweredSocial Security can be overwhelming. That’s why we’re here to help you sort through the details. Check out this article and let’s connect if you’d like to talk more.
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Happy to announce that for the 27th year in a row, Thrivent has been named to Fortune Magazine’s Fortune 500 List. Honored to be part of this organization.
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The results are in from the 4th of July Food Shelf Fundraiser (Drumroll) ... ... ... a grand total of $5,342! Thank you to everyone who contributed to this cause!
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Don't forget to bring your food and monetary donations to the St Peter 4th of July Parade. You can also donate online at http://thrivent.cotribute.co/events/514084/detail All donations will be taken to the Children’s Weekend Food Program and the St Peter Food Shelf. We are excited to see you all tomorrow!
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Our annual 4th of July Food Shelf Fundraiser is coming up next week. Don't forget that we are collecting non-perishable food items and monetary donations not only at our office, but also at the 4th of July St Peter Parade. 3 Ways YOU can help: 1. Bring food and/or monetary donations to the Parade 2. Drop off food and/or monetary donations at our St Peter Thrivent Office 3. Donate online at our website: http://thrivent.cotribute.co/events/514084/detail All donations will be taken to the Children’s Weekend Food Program and the St Peter Food Shelf. If you are interested in volunteering to walk with our float in the parade, please contact Alicia at 507-934-5304. We hope to see you there!
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Fathers, wishing you a special day surrounded by love and happiness.
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Mark your calendar for our annual 4th of July Food Shelf Fundraiser. We are collecting non-perishable food items and monetary donations not only at our office, but also at the 4th of July St Peter Parade. 3 Ways YOU can help: 1. Bring food and/or monetary donations to the Parade 2. Drop off food and/or monetary donations at our St Peter Thrivent Office 3. Donate online at our website: http://thrivent.cotribute.co/events/514084/detail All donations will be taken to the Children’s Weekend Food Program and the St Peter Food Shelf. If you are interested in volunteering to walk with our float in the parade, please contact Alicia at 507-934-5304. We hope to see you there!
A 7-Point Financial Checklist for New Parents
A 7-Point Financial Checklist for New ParentsStarting a family can come with a lot of uncharted financial territory. Use these 7 key steps to help you determine what’s needed so you can stay focused on enjoying this new stage of life.
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Thank you to the women and men who gave their lives to help protect our freedom.
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I celebrated my 10 Year Anniversary with Thrivent this month and am so grateful to everyone who has trusted me in their financial journeys.
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Important tax filing change: The IRS has extended the deadline for filing individual federal tax returns and making 2020 contributions to an IRA. The new deadline is May 17, 2021. Here are other key dates to keep in mind: https://bit.ly/3wr0OSZ
Thrivent Wins 2 Lipper Awards in 2021
Thrivent Wins 2 Lipper Awards in 2021Sharing some great insight from Thrivent’s chief investment officer: How Thrivent’s long-term investment view helped lead to its success, winning two Lipper Awards in 2021.
Found money: Maximizing your IRA could lower your taxes and pump up your savings
Found money: Maximizing your IRA could lower your taxes and pump up your savingsPutting the most money possible into your traditional or Roth IRA could pave the way for a more prosperous retirement. Have you maximized your IRA contributions for 2020?
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For the 10th year in a row, Thrivent has been named as one of the World’s Most Ethical Companies by Ethisphere. It’s an honor to be part of an organization that is committed to being a leader in business ethics and integrity. https://bit.ly/3uwcbbl
Build a Healthy Financial Relationship with Your Boomerang Child
Build a Healthy Financial Relationship with Your Boomerang ChildA recent study shows that more young adults are moving back home with their parents. If your empty nest is no longer empty, use these tips to help sort through how to support your children.
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This week’s challenge: How much do you know about your spouse’s perspective on money? Get the conversation started with these tips to help you and your spouse sync up on financial matters ☟ https://bit.ly/3cprCeO