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Insights

I've got valuable information and resources to share. Explore away! And check back often.

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6 year-end financial tasks

The 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.

As the year wraps up, take time to review your finances and set yourself up for success in the year ahead. Tackle the tasks before the deadlines hit.

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It’s hard to believe the year is already winding down! While shopping, baking and holiday gatherings may be at the top of your to-do list, don’t forget to carve out time for a year-end financial checkup. Taking these 6 steps now can help you minimize your taxes, strengthen your savings and start the new year on solid footing. 👉 If you’d like personalized guidance, let’s connect. See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

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It’s hard to believe the year is already winding down! While shopping, baking and holiday gatherings may be at the top of your to-do list, don’t forget to carve out time for a year-end financial checkup. Taking these 6 steps now can help you minimize your taxes, strengthen your savings and start the new year on solid footing. 👉 If you’d like personalized guidance, let’s connect. See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

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We've been having so much fun cheering on the Muskego High School Football team this season! Go Warriors!

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We've been having so much fun cheering on the Muskego High School Football team this season! Go Warriors!

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Such a great band concert the other week at Muskego High School. Cole did awesome on the drums!

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Such a great band concert the other week at Muskego High School. Cole did awesome on the drums!

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How to offset inflation's impact on your retirement savings

Inflation can sneak up fast, affecting how far your money can go each day. Many people are already feeling the impact of higher prices. Learn how to prepare and take steps to help your money stretch further in retirement. 👇

Worried your retirement investments and accounts won't keep up with inflation? Get tips—including steps on how to hedge your investments—to help offset its...

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Charitable giving & financial planning: Strategies to maximize impact

If giving is important to you, consider a strategy that maximizes your charitable impact.

Learn how to make the most of your charitable donations with strategies that align your giving goals with financial planning while maximizing tax benefits.

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Celebrated our senior, Blake, the other night at Muskego High School's Senior Night. Time is flying by so fast!

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Celebrated our senior, Blake, the other night at Muskego High School's Senior Night. Time is flying by so fast!

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Join me at Lakepoint Church's Women's Event on November 8th at 8:30am! This gathering is open to women ages 16+ and will be filled with guided prayer practices, a nourishing breakfast, silence, and reflection. No experience required! Just come and find rest for your souls. Hope to see you there! Sign up here: https://www.lakepointmuskego.org/events/ladies-gather-4 No products will be sold.

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Join me at Lakepoint Church's Women's Event on November 8th at 8:30am! This gathering is open to women ages 16+ and will be filled with guided prayer practices, a nourishing breakfast, silence, and reflection. No experience required! Just come and find rest for your souls. Hope to see you there! Sign up here: https://www.lakepointmuskego.org/events/ladies-gather-4 No products will be sold.

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Know a student applying for financial aid? Don't miss out on these FAFSA fast tips! 1. File early – More aid is available the sooner you apply. 2. Use the IRS Data Retrieval Tool – It makes filling out financial info way easier. 3. List multiple schools – Even if you're unsure where you'll go. 4. Don’t assume you won’t qualify – Many students get aid even if they think they won’t. 5. Create your FSA ID now – You’ll need it to sign and submit. 6. Check deadlines – Federal, state, and school deadlines can all be different! See thrivent.com/social for important information.

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Know a student applying for financial aid? Don't miss out on these FAFSA fast tips! 1. File early – More aid is available the sooner you apply. 2. Use the IRS Data Retrieval Tool – It makes filling out financial info way easier. 3. List multiple schools – Even if you're unsure where you'll go. 4. Don’t assume you won’t qualify – Many students get aid even if they think they won’t. 5. Create your FSA ID now – You’ll need it to sign and submit. 6. Check deadlines – Federal, state, and school deadlines can all be different! See thrivent.com/social for important information.

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Visited Creighton the other weekend for UW Platteville's homecoming!

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Visited Creighton the other weekend for UW Platteville's homecoming!

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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