Insights

Insight image
You’ve spent years building what you have. Have you thought about how you want to protect it, pass it on, and use it to make a difference? Join us Tuesday, October 20th for our Leaving a Thriving Legacy Watch Party, a multi-generational workshop for individuals and their adult children, beneficiaries, and loved ones. We’ll explore practical strategies for preparing for the future, including: • Essential estate planning documents and the probate process • The SECURE Act 2.0 and retirement accounts • Long-term care planning, costs, and common misconceptions • Charitable giving and qualified charitable distributions (QCDs) • Estate taxes and annual gifting • Strategies to help safeguard assets as you age • The role life insurance can play in protecting your family Tuesday, October 20th Hyatt Place Madison/Verona 846 Liberty Drive, Verona, WI 53593 Morning Session: 11:00 a.m. Watch Party (11:30 a.m. webinar) Evening Session: 5:30 p.m. Watch Party (6:00 p.m. webinar) Food and refreshments will be provided at both sessions. Register for the Watch Party: https://forms.cloud.microsoft/r/wf81nZdCgd No products will be sold. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See Thrivent.com/social for additional disclosures.
Insight image
Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™️. This single premium fixed deferred annuity offers: • Dependable interest • Tax-deferred earnings • Protection from market risk Contact Kyle Kittel (kyle.kittel@thrivent.com) today if you want to discuss if this is right for you. For additional interest rates and other important information: https://bit.ly/4fFumVI See thrivent.com/social for important disclosures.
Insight image
A little sunshine, a lot of gratitude and the reset we didn't know we needed. Out of office into paradise. -Nassau, The Bahamas
Insight image
Spent some time at my grandpa’s farm this week and noticed something simple. The sheep were reaching through the fence to eat the grass on the other side… while standing on the exact same grass themselves. It made me think. How often do we do that in our own lives? Looking for something better somewhere else, instead of appreciating what’s right in front of us. A good reminder to slow down, be present, and focus on where we are.
Insight image
Had a blast at the Jon Crist comedy show! Endless laughs!
Insight image
The family tradition of going to the WIAA Boys State Tournament continues! Our family cherishes this weekend together. It was even more special to watch Reedsville win a state championship with Ron Prochnow as the coach with Ben and Zach as players! It is incredible to look back at the coaching staff we were fortunate to have with now 3 state champion head coaches!
Insight image
Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.
Insight image
This past weekend, I had the opportunity to attend the No Regrets Men’s Conference, and I’m incredibly grateful for the experience. This year’s theme, Surrender, was both challenging and timely—a powerful reminder of what it means to fully place our trust in God. There is something truly special about bringing men together to worship God, strengthen their faith, and encourage one another. Iron sharpens iron, and that was evident throughout the weekend as men showed up authentically, shared openly, and challenged each other to surrender control, grow spiritually, and live with greater purpose. I had a great time and was able to connect with so many incredible men along the way. Thankful for the conversations, the encouragement, and the reminder of how important faith and community are. Already looking forward to doing it again next year.
The cost of cash: Where to invest when interest rates shift
The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.
A Changed Perspective
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 retirement
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 retirement
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 family
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 checkup
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 children
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 coverage
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. ⬇️
Insight image
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!
Insight image
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!
Insight image
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 investing
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.