A Changed PerspectiveI had the honor of being on the Special Olympics Wisconsin podcast to tell my story of working with people with disabilities and how our athletes have changed my perspective on life. It was a lot of fun to be able to do my first podcast!
I also love how I'm able to take that passion and connect it with my work at Thrivent. On Giving Tuesday, December 2nd, we have events going on in Appleton and Madison where for every $2 donated to Special Olympics Wisconsin, Thrivent will match $1.
Would love to see you there!
Podcast
https://open.spotify.com/episode/4Hg48n2kFRgOijTQ8lccwS...
Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
Help your money last in retirementA long life is a gift—let’s help make sure your finances can keep up. Start by building financial resilience against inflation, market swings, and rising health and care costs.
Do you need life insurance? Questions to ask yourself & your familyWondering how life insurance can benefit your loved ones when you’re gone? Here's a conversation guide to help you in planning for the unexpected. 👇
Together, we can make sure your family is covered for the future.
Life insurance checkupDoes your life insurance still fit your life? A lot can change over time. Here’s when to consider a review and what it could uncover. ⬇️
The 3 advantages of life insurance for childrenDid you know that purchasing life insurance for children while they are young is more beneficial than waiting until they are older? Here are 3 reasons to insure them now. ⬇️
Updating your life insurance: 7 life events that may affect your coverageIf you’re in one of these 7 life stages, it may be time to update your life insurance coverage. ⬇️
We had a great time leading a financial workshop with Urban League of Greater Madison. I love having the opportunity to serve our community through financial literacy and empowerment. Looking forward to our continued partnership!
This weekend we hosted a basketball camp for Special Olympics athletes at UW-River Falls! It was a blast! The athletes did an incredible job of trying new skills and challenging themselves. Always feels good to be back at UWRF. Crazy to see all of the improvements since I played there!
This week we hosted a picnic for West Madsion Area Special Olympics. It was a great time of building community because we don't have many other opportunities to gather all of us together. Thank you to everyone who came out to celebrate!
Investing in volatile markets: Smart strategies for confident investingMarket volatility is a natural part of investing, which means risk and reward go hand in hand as markets rise and fall. Here are 7 ways to deal with a volatile stock market.
Living within your means: What it is & how to do itTrying to get your finances on track? Learn more about healthy financial habits you can start doing today to avoid overspending and live within your means. ⬇️
New chapter, new responsibilities. Major milestones like marriage, becoming a parent or a career change can impact your financial needs.
Do you know if your employer provides enough disability income insurance coverage in the event that you are ill or injured and unable to work? Some employers do not cover your entire salary or bonus and you may want to consider a supplemental policy to cover any gaps: https://bit.ly/4bqup2t
Did you know 1 in 4 of today’s adults in their 20s may experience an illness or injury that prevents them from being able to work?
Having disability income insurance can help replace income, preserve your savings and pay expenses in the event that you are no longer able to work. Learn more: https://bit.ly/4juYPoG
Earlier this week we hosted our annual client appreciation event. It's a small way for us to give back to our clients and also to our community. A big thank you to Frostwood Farms for allowing us to use their incredible event space! We did a few Thrivent Action Teams to support local organizations. We made tie fleece blankets for The Elizabeth House and made birthday party kits for the Badger Prairie Needs Network. A big shout out to Trevor Kleinmeyer for the live music!
Please check out the amazing work these organizations do!
https://frostwoodfarms.com/
https://www.elizabethhousedane.org/
https://www.bpnn.org/
Gifting money and assets to your grandchildren requires careful planning. Learn more about tax implications, gifting limitations and other considerations when it comes to gifting to grandchildren: https://bit.ly/4ddhWlb
Estate planning for blended familiesHave you thought about how you’d like to leave behind your money and assets? Creating an estate plan in a blended family can be more complex, but in the end it may help your loved ones avoid probate, confusion and conflict.
Here are things to consider if you are creating an estate plan for the first time or need to update an existing one. ⬇️
Life can be unpredictable, but your financial future doesn't have to be. Together, we can prepare for potential changes and help you stay ahead of risks with a flexible financial plan. Let's schedule time to discuss.
See thrivent.com/social for important disclosures.
Just married? Now’s a great time to align on what generosity looks like for your family. Have a conversation with your loved one about how you want to give, serve and support the causes you care about—together.
If you want to discuss how to integrate generosity into your financial plan, let’s schedule time to meet.
See thrivent.com/social for important disclosures.
You prepare for downpours with a rain jacket—why not do the same for your finances? Staying proactive and informed about your finances can help you build good money habits and minimize future challenges. Let's review your financial plan to help you stay ahead of financial surprises.
See thrivent.com/social for important disclosures.
