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Insights

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

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Moms, have you done any estate planning for your young adult? If not, or if you would like to learn more, join us at Lakepoint Church where Taylor Olson, McCormack Law LLC, will walk us through estate planning for your young adult and provide free power of attorney services. If you're interested in joining, RSVP to 262-679-3280 or email Tarri.Stanzer@thrivent.com. *No products will be sold. See thrivent.com/social for important disclosures. McCormack Law LLC is not affiliated with or endorsed by Thrivent.

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Moms, have you done any estate planning for your young adult? If not, or if you would like to learn more, join us at Lakepoint Church where Taylor Olson, McCormack Law LLC, will walk us through estate planning for your young adult and provide free power of attorney services. If you're interested in joining, RSVP to 262-679-3280 or email Tarri.Stanzer@thrivent.com. *No products will be sold. See thrivent.com/social for important disclosures. McCormack Law LLC is not affiliated with or endorsed by Thrivent.

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Join us 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

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Join us 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

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Disability insurance: What it covers, exceptions & alternatives

Your income supports your family—what happens if it stops? Disability income insurance can provide a safety net during difficult times. Together, we can discuss how adding coverage can fit into your current financial plan.

When you rely on your income to support your family, it's difficult to envision life without it. But the unexpected can happen, and planning for a time without...

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Taking Social Security early? Reasons to consider (with pros & cons)

Should you take Social Security early? It depends on your unique needs. Before deciding, make sure to take the pros and cons into consideration.​ Together, we can talk about your Social Security income and retirement savings to help determine whether claiming benefits early makes sense.

You can claim your Social Security retirement benefits as early as age 62. If you have limited retirement savings or more immediate income needs, delaying...

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It's Mike's birthday today! Help us wish him a very happy birthday!

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It's Mike's birthday today! Help us wish him a very happy birthday!

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Tax season is here! Check out these quick tips on how you can best prepare.

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Tax season is here! Check out these quick tips on how you can best prepare.

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Retirement savings by age: What's average & what's recommended

Curious if your retirement savings are on track? Averages can be helpful, but they’re not the whole story. See where you stand and explore tips for retirement savings by age. 👇

Wondering if your retirement savings are on track? Learn how much people have saved by age on average and what those numbers can—and can't—tell you...

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Lee and his daughter, Lola, are having fun in the snow! It's hard to believe it's almost spring!

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Lee and his daughter, Lola, are having fun in the snow! It's hard to believe it's almost spring!

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We still have spots available for our event on Saturday, March 14th - Muskego Feeds at Lakepoint Church! This annual event is an incredible time for the community to get together and pack meals for hungry people around the world. This year we're filling a full semi-truck shipping container with the help of awesome volunteers like you! Interested in joining us? We are hosting an hour timeslot starting at 11:30am. Come pack some food and enjoy some light refreshments with us! Bring a family member or friend. Sign up here: https://bit.ly/475kFLg No products will be sold. See thrivent.com/social for important disclosures.

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We still have spots available for our event on Saturday, March 14th - Muskego Feeds at Lakepoint Church! This annual event is an incredible time for the community to get together and pack meals for hungry people around the world. This year we're filling a full semi-truck shipping container with the help of awesome volunteers like you! Interested in joining us? We are hosting an hour timeslot starting at 11:30am. Come pack some food and enjoy some light refreshments with us! Bring a family member or friend. Sign up here: https://bit.ly/475kFLg No products will be sold. See thrivent.com/social for important disclosures.

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There's still time to sign up for tomorrow's free workshop hosted by Lee Johnson 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 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.

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There's still time to sign up for tomorrow's free workshop hosted by Lee Johnson 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 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.

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.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

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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