Join me for a Savvy Social Security workshop on Tuesday, October 27th!
Learn how to help determine the ideal time to apply and ways to help you maximize your Social Security benefits while minimizing taxes on those benefits. Register today!
6:30 PM - Matty's Bar & Grille - Appetizers will be served. Doors open at 6:15pm.
Hosted by Financial Advisors, Michael Meyer and Lee Johnson.
Reserve your spot by emailing Tarri.Stanzer@thrivent.com or call 262-679-3280. Bring a friend!
No products will be sold. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
A few other truths about life insurance:
- It can be more affordable than a lot of people think.
- Your work policy probably isn’t enough on its own.
- Some types offer other benefits and tax advantages.
See thrivent.com/social for important disclosures.
A SEP IRA can be an attractive retirement plan option, especially if your business has few or no employees. With limited administrative burden, tax advantages and flexibility, it could be the right fit for your personal and business' financial goals. Learn more here: https://bit.ly/4vddl9V
Let's chat about all the retirement plan options available to you and find the one that best meets your needs.
We braved the elements yesterday for the 22nd Annual Jim Gaugert Sr. Memorial Golf Outing and had an amazing time on the course supporting Lighthouse Youth Center!
You insure things like your car, your home and your health. But what about your ability to earn an income? Disability income insurance helps protect a portion of your income if illness or injury prevents you from working. Discover more about it here: https://bit.ly/43uhU4c
Hiking is one of my family's favorite things to do in the warmer months. We recently visited the Lapham Peak Unit in the Kettle Moraine Forest! Do you have any local trails that you love?
The Wisconsin Humane Society Pet Walk 5K is always one of my family's favorite events of the summer! Loved being at the Milwaukee lakefront and walking to support a great cause!
Join me at our office on May 28th from 9-11am for a free specialty coffee served by AM Coffee Co.! We will also be collecting optional donations for the Muskego Food Pantry - so if you have any unopened toiletries or non-perishables laying around, feel free to drop them off.
Coffee will be served from 9-11am.
More info: https://connect.thrivent.com/muskego-lakes-financial-advisors/events?event=104251
*No products will be sold
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
Thinking about working while receiving Social Security? Your age and your earnings could impact the amount of your monthly Social Security benefit.
Here are considerations for balancing work and Social Security: https://bit.ly/41XxFAH
How to know if you're saving enough for retirementRoadblocks happen, but they don't have to stop your progress. Discover how to stay on track with your retirement goals. 👇
Join me tomorrow for free workshop at the Franklin Public Library! There's still time to sign up via the links below.
When you retire, you leave behind many things—the daily grind, the commute to work, and maybe even your previous home. However, one thing that will always remain is your tax bill. When you understand how investments are taxed and set strategies accordingly, you can make the right decisions that help keep income taxes in check.
Want to join us? Here are the details:
Friday, March 6th - there will be two sessions, 11:30am & 1pm - at the Franklin Public Library.
Sign up via the links below or call our office at 262-679-3280.
11:30am session: https://bit.ly/4tlMJ6H
1pm session: https://bit.ly/3ZSTdMU
No products will be sold.
See thrivent.com/social for important disclosures.
Want to learn more about taxes and retirement? Join me on March 6th for a free workshop at the Franklin Public Library! Sign up via the links below.
When you retire, you leave behind many things—the daily grind, the commute to work, and maybe even your previous home. However, one thing that will always remain is your tax bill. When you understand how investments are taxed and set strategies accordingly, you can make the right decisions that help keep income taxes in check.
Want to join me? Here are the details:
Friday, March 6th - there will be two sessions, 11:30am & 1pm - at the Franklin Public Library.
Sign up via the links below or call our office at 262-679-3280.
11:30am session: https://bit.ly/4tlMJ6H
1pm session: https://bit.ly/3ZSTdMU
No products will be sold.
See thrivent.com/social for important disclosures.
Will your taxes affect your retirement? Join me on March 6th for a free workshop I am hosting where I will discuss that very question!
When you retire, you leave behind many things—the daily grind, the commute to work, and maybe even your previous home. However, one thing that will always remain is your tax bill. When you understand how investments are taxed and set strategies accordingly, you can make the right decisions that help keep income taxes in check.
Want to join me? Here are the details:
Friday, March 6th - there will be two sessions, 11:30am & 1pm - at the Franklin Public Library.
Sign up via the links below or call our office at 262-679-3280.
11:30am session: https://bit.ly/4tlMJ6H
1pm session: https://bit.ly/3ZSTdMU
No products will be sold.
See thrivent.com/social for important disclosures.
6 year-end financial tasksThe hustle and bustle of the holiday season can distract us from other action items on our checklist. End the year on a strong note by refocusing on your finances. Take a look at these tasks to complete before Dec. 31.
