Skip to main content
  • Thrivent.com
  • MyThrivent
  • Broker Check
Thrivent logo
  • Home
  • About
  • Solutions
  • Insights
  • Events
Contact Me
  • Home
  • About
  • Solutions
  • Insights
  • Events
  • Contact Me
  • Thrivent.com
  • MyThrivent
  • Broker Check

Insights

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

Image VIEW MORE +
Image

Sequence of returns risk: What it means for your retirement

The 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.👇

As you set out on your retirement journey, you want to make the most of your money and stay on the road to financial stability. That's why, if you have...

Image VIEW MORE +
Image

Help your money last in retirement

A 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.

Discover how to help your savings go the distance, support your future health and care needs, and give you more freedom in retirement.

Image VIEW MORE +
Image

The benefits of life insurance: What you need to know

There 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.

Life insurance can be a planful way to show your dedication to the people you care about—offering them protection and potential for a financial benefit.

Image Read Post
Image

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

Image

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

Image Read Post
Image

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.

Image

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.

Image VIEW MORE +
Image

Wealth transfer strategies: How to leave assets to your loved ones

Passing 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.

Transferring wealth isn’t just about passing on assets—it’s about creating a lasting legacy. A thoughtful approach pairs expert financial planning with...

Image VIEW MORE +
Image

The 3 advantages of life insurance for children

Did 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. ⬇️

There’s so much to think about when your family is growing. Whether you’re a new parent through birth, adoption or marriage, the what-ifs may fill your mind...

Image VIEW MORE +
Image

Updating your life insurance: 7 life events that may affect your coverage

If you’re in one of these 7 life stages, it may be time to update your life insurance coverage. ⬇️

How much life insurance should you have? As life changes, so does the answer to that question.

Image Read Post
Image

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.

Image

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.

Image Read Post
Image

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.

Image

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.

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.

Thrivent logo

Copyright: © 2025 Thrivent. All rights reserved.