Are you just starting to save for retirement or are nearing retirement age? This guide will help you understand how to manage your retirement income in a tax-efficient manner, so you can make the most out of your hard-earned savings. ➡️ https://bit.ly/4i6KNd7
7 ways to help reduce your taxable incomeSeeing your hard-earned money go towards taxes can be frustrating. However, there are ways you can help reduce your tax burdens and become more tax efficient. ⬇️
AM Best has affirmed Thrivent's A++ (Superior) rating with stable outlook for 2025! 🌟 This demonstrates our continued financial strength and stability and commitment to serving our clients for generations to come.
Rating is based on Thrivent's financial strength and claims-paying ability and does not apply to investment product performance.
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 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.
The benefits of life insurance: What you need to knowThere are 7 key benefits of including life insurance in your overall financial strategy. Want to discuss further? Let's set up time to talk more about your life insurance options.
Get the latest economic and market data at my free Economic Update workshop on November 4th at 6:00 pm. Find out Thrivent’s perspective on the economy and how it could affect your financial strategy. Register now: https://connect.thrivent.com/nate-heeg/events?event=99044
No products will be sold. 27878-4M R9-25
Join us for complimentary family fall photos, as well as apple or pumpkin picking. Looking forward to seeing you and your family!
Sign up using this link: https://forms.office.com/r/CjYk2N0ACs
No Products will be sold.
Wealth transfer strategies: How to leave assets to your loved onesPassing on assets is more than drafting a will—it’s an opportunity to share the beliefs and goals that shape your legacy. By planning now, your legacy is shaped by intention, not left to chance. Let’s schedule time to connect and help ensure your values carry forward in a lasting way.
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 coverageIf you’re in one of these 7 life stages, it may be time to update your life insurance coverage. ⬇️
I am excited to welcome James Heeg to the team as a Financial Advisor. I am confident that James will be a great addition to help serve our clients with the care and excellence they deserve.
James recently moved back to Wisconsin after living in Florida. He grew up in Stratford, then went to UW-River Falls where he received his bachelor's degree in finance.
He looks forward to helping us serve clients with care and excellence, and I am honored to have him be a part of my team.
Are you curious about qualified charitable distributions (QCDs)? Reach out to learn more about tax-smart charitable giving at age 70½ or older.
See thrivent.com/social for important disclosures.
Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA
Thinking about extending your life insurance coverage? Learn more about what to expect when your term life insurance expires and the pros and cons of term-to-life conversions: https://bit.ly/459jpXb
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. ⬇️
August 2025 Market Update: Stocks set new highs, despite concernsIn the latest market update, Thrivent Asset Management experts discuss concerns about some data, while stocks continue to set new highs.
Already succeeding in sales, but want a stronger culture and deeper purpose behind your work? At Thrivent, you'll find a career that’s both financially rewarding and personally fulfilling—with the backing of a supportive team that wants to see you thrive. Learn more: thriventcareers.com/4d0jSNv
At Thrivent, we lead with empathy, act with commitment and live with gratitude.
If this sounds like you and you desire a lucrative career where you can help people live more generously and reach their financial goals, learn more about the financial advisor role: thriventcareers.com/3YrCFeL
Christmas in July is TODAY!!!!
Don't forget to drop off your donations for Sleep in Heavenly Peace Spencer - WI, Spencer between 4:30 pm and 7:30 pm. During that time Shred Safe will also be here, and open to the community to drop off any sensitive documents needing to be securely disposed of at NO cost!
To top it all off, we will also be hosting Soulful Starter Bakery*, The Daily Special, and Yum House Food Trucks! We hope you will join us!
*Soulful Starter Baker will have a special treat for all those who donated or volunteered time for this event.
No products will be sold.
