News and Insights
This holiday season, give yourself the gift that keeps on giving: financial confidence. Whether it's planning for retirement, saving for a big purchase, or just making sure you're covered for the unexpected, a solid financial plan can help you feel secure and confident. Reach out to learn how we can help you prepare for a prosperous 2025!
#HolidaySeason #FinancialWellness
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Engaging in financial discussions, regardless of their simplicity, strengthens your relationship with your children and allows you to share your values.
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Scott is passionate about making a difference and lists his mission trip to Guatemala as one of his favorite memories.
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A meaningful part of your financial plan is your charitable giving. Perhaps it’s the ideal time to put a charitable giving strategy in place to help you make the most of your donations. Let's connect.
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Get ahead on tax season by organizing your documents and looking for potential deductions or credits. April will thank you. 📂
For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.
Qualified Charitable Distributions can be a smart way to give back during the season of gratitude. Reach out to me to learn how QCD's can potentially work in your strategy. disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
We take pride in serving communities across the Midwest and the entire United States, both in-person and virtually, with offices located in Antigo, Onalaska, and Pulaski.
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Together, we can review 2024 giving cutoff dates and learn how to make a gift before the year ends.
For disclosure information, see thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #investors #investments #equity #equitymarket #wealth #investmentcommunity
Quincy and his wife, Shayla, currently reside in northeast Iowa with their two daughters on her family farm.
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Call today to learn more about how we can help you make the most of all you’ve been given.
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Happy Thanksgiving! Enjoy your day and give thanks for the blessings in your life.
Giving’s greatest season is here. Do you have a plan in place to amplify your charitable impact and maximize your tax benefits? Together, we can discuss strategies to make the most of all you’ve been given.
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.
Professional advice designed to empower you to win at work.
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#finance #wealth #community
For more than 120 years, Thrivent has helped people build their financial futures and live more generous lives. Today, Thrivent is a Fortune 500 company, offering a full range of expert financial solutions, serving more than 2.4 million clients, as well as the communities in which they live and work.
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Have you considered Roth conversions? Let's analyze your options! Schedule an appointment to dive deeper into your personalized strategy.
#TaxPlanning #RothConversion #RetirementPlanning #FinancialFreedom
For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Collaborate with us to develop your strategy.
📱(715) 623-5279
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.
Everyone has different causes they cherish driven by their faith and values. We help you make your vision a reality by guiding you along the best path for your journey. We take the anxiety out of giving—especially at the end of the year—so you can experience the joy of generosity. For disclosure information, see thrivent.com/social
We are a team of experienced financial professionals focused on helping you build holistic strategies that reflect your unique values and beliefs.
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#BusinessPlanning #FinancialAdvisor #TransitionSuccess
On Veterans Day, we recognize those who have served with courage and selflessness. We are especially grateful to our teammate Travis Rose for your service and sacrifice. Today, we say thank you and honor all veterans who have given so much for our country. #VeteransDay #ThankYouTravis #HonorOurVeterans
Comment with your choice! Compound interest means time is often the biggest factor in growing your money. Which path would you choose?
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#ThisOrThat #CompoundInterest #MoneyMatters