The purpose of Thrivent Action Teams is to make your immediate community a better place. Take action, use your Thrivent Action Team and make favorable impact where there is need! Contact me if you have any questions.
Looking ahead and into the new year, contact Marcia with Gathering Waters Financial Group when you’ve embraced the chill and are ready to embrace your financial future.
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How the cash value of life insurance worksYour life insurance could be more than protection—it could be a financial asset. 💡 A permanent life insurance policy has the ability to accumulate cash value, which you can possibly use to help fund your retirement, college education or new home.
Take a look at this resource to learn more about the cash value feature and what type of life insurance policy may be right for you.
When you contact Gathering Waters Financial Group, we’ll meet and determine the level of comfort you’re at regarding financial knowledge and experience - then work together to set your goals into motion.
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The differences between real estate, stocks, bonds & mutual fundsWondering what types of investments you should make? Learn more about the different options available and then let’s connect and discuss which ones may be right for you.
Income, expense, savings, retirement - wondering how they interact, connect and work together? I work with Gathering Waters Financial Group and we provide financial guidance.
When you find you’re ready to take steps toward financial planning, personal insurance and/or investing, contact us.
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What you need to know about legacy planning & how to get startedWhy is legacy planning important? Because it gives you the chance to make a lasting impact—supporting the people and causes you care about, while staying in control over who receives what, when and how. Here are a few things to keep in mind as you begin. ↓
If giving is on your heart this holiday season, a meaningful strategy can help you make the most of your generosity. From tax-efficient donations to legacy gifts, the right approach can align your giving with both your values and your financial goals.
Get in touch to discuss which strategy may be right for you.
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The cost of cash: Where to invest when interest rates dropWhether you’re saving for something big, hoping to generate a steady income or seeking flexible access to your cash, there are smart ways to keep your money productive and aligned with your needs—regardless of shifting interest rates.
Explore your options below and let’s connect to keep your goals on track in a changing interest rate environment.
Retiring soon? Wondering what to do with your IRA or 401k? I can assist - contact Gathering Waters Financial Group to hear how I can help.
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Whether looking ahead or behind, your perspective matters to me. Contact me and with my partners at Gathering Waters Financial Group - we'll assist with your financial matters.
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Help build your kids a path to success by teaching them financial literacy early on. You can help empower them with a strong financial foundation that will give them confidence for future money management.
Make your list… and check it twice.
Whether it’s a list of to-dos, a bucket list, a wish list or even a shopping list - don’t be perplexed by priorities and purpose…
Our Gathering Waters Financial Group can assist with many of your financial concerns and goals - allowing you to check items off and move forward.
Contact me when you’re ready to meet.
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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. ⬇️
From here to there and back again, we at Gathering Waters Financial Group will assist with your financial needs.
Contact me when you're ready to meet.
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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
Set your course and make your way down the chosen path.
And if you find that you have financial questions in nature, contact Marcia at Gathering Waters Financial Group.
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Curious about annuities and how they can create a source of retirement income? There are two main stages of an annuity:
1) Accumulation Stage: This is when you invest and grow your savings. You can contribute a lump sum or make payments over time—whatever fits your financial situation.
2) Distribution Stage: Once you’re ready to start receiving income, you may choose how and when you receive the payouts, which could be paid for a set number of years or last a lifetime.
Together, we can discuss how an annuity may fit in your overall financial plan.
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As time goes by - have you started a plan for your future? There is no better time to start than today. I work with Gathering Waters Financial Group and we can assist with your financial future. Let me know when you’re ready.
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