Insights
We were grateful for the opportunity to welcome Tim Kiesling into our office recently.As the year comes to a close, it’s always nice to slow down, connect in person, and spend time together in a more relaxed, seasonal setting. We appreciated Tim taking the time to join us and enjoyed the chance to gather and connect as a team.Wishing everyone a wonderful holiday season.
March 2023 Market Update: Stocks in box as economic uncertainty continuesStocks have been trading in a very narrow range over the past few months, as the Fed struggles to bring inflation down to a reasonable level. That trend could continue for several months since consumer spending, discretionary income, and other inflationary factors have remained stubbornly resilient. See the latest details on key market and economic factors in the March Market Update.
Do you tend to wait until the last minute to file your tax returns? Here are some reasons you should file earlier: 1) Protect your tax refund from falling into the hands of a tax return fraudster2) Book an appointment more easily with a tax professional (they get busier as Tax Day approaches)3) If you owe any money to the IRS, you have more time to prepare the payment before the deadline
February 2023 Market Update: Economy remains resilient despite Fed rate hikesDespite the Fed's best efforts at slowing down the economy, economic growth continued in the 4th quarter, and the unemployment rate dropped to the lowest level in more than half a century in January. For a rundown of all key market developments, check out the February Market Update.
Our historic building has had many uses over the years, but what was it's original purpose?The Hamilton Turnhalle was built as a center for exercise and a facility for dancing, dining, and concerts. It was a gathering place for the community and we hope we are honoring that commitment to community today as we are now stewards of this historic place.#Turnhalle #Team #SayHello
Reece remembers a quote he heard as a child, “A society grows great when old men plant trees in whose shade they will never sit,” and approaches his work with our Meeting Preparation Team with much the same sentiment. If he isn’t playing soccer or enjoying a meal at his favorite hometown restaurant, Toulouse Cajun, he is probably watching Kentucky Basketball, bourbon in hand. Reece also enjoys fostering animals with his girlfriend Olivia. #SayHello #TurnhallFinancialGroup #MeetTheTeam
Have you included your family in your retirement plan?Have a retirement plan in place, but haven’t shared the details with your loved ones yet? Here are questions that can help you start those conversations.
January is Financial Wellness Month. Have you set any financial wellness goals for yourself this year?
Stephanie is the first face you will see if you stop by our Cedarburg office and say, “Hello!” In addition to keeping clients happy, she maintains our building and helps Financial Advisors with client connections. She stops at Starbucks daily for a dose of caffeine and loves to watch football and basketball, often attending Packer games with friends. Stephanie believes that making a difference in people's lives means paying attention to the little things, listening to someone when they need someone to talk to, or simply offering a smile.#SayHello #TurnhallFinancialGroup #MeetTheTeam
Let's keep our community warm this winter!Turnhall Financial Group is partnering with Mr. Bob's Under the Bridge to raise funds for cold-weather gear to benefit the homeless community. Interested in supporting?✅ Go to our fundraising page here: http://bit.ly/3WYJO3M✅ 100% of your donation will go to Mr. Bob's Under the Bridge ✅ For every $2 donated, Thrivent will match $1 up to $3,000Online donations will be collected from December 12-17, 2022.#HolidayDonations #MerryChristmas #Community
The 2022 Holiday Gift Guide is here! 🎁 Filled with gifts that give back, you can shop confidently knowing that each purchase you make, makes a difference for someone else. Your purchases help provide hope and healing for women, fund literacy, support animal adoption or further education. Visit bit.ly/3NSZtgW to download the Gift Guide today. And while you're there, enter Thrivent's Holiday Gift Giveaway for a chance to win a gift package valued at $210! 🎄#giftsthatgiveback #giveback #thrivent #Christmas #shopwithpurpose
With Thanksgiving right around the corner, what are you thankful for? 🦃We're thankful for: A fun, talented, and growing team. Clients that work with us towards financial confidence and generosity. Communities where we get to be involved and make a difference every day. We'd love to hear from you. Say, "Hello!" We are here to listen.👇 #Thanksgiving #Thankfulness #Team #Community #SayHello
Join us on December 6 for a live virtual update on the markets and economy with Chief Financial & Investment Officer David Royal, Chief Investment Strategist Steve Lowe and Senior Portfolio Manager Cortney Swensen. During this Thrivent market update, you’ll gain perspective on investing and our outlook for the coming year.Register here: bit.ly/3G7oL9aNo products will be sold. See thrivent.com/social for additional information.
Paul has over ten years of experience and bolsters the expertise of our Meeting Preparation Team as an Associate. He spends as much time as he can exploring his hometown of Eastport, NY, which his family founded, and enjoys spending time outdoors, hunting and fishing. Otherwise, Paul loves the New York Mets and Notre Dame football, especially when they beat Purdue. #Welcome #Team #SayHello #TurnhallFinancialGroup
Jeremy is committed to making an impact in his community and serves on multiple community boards as well as being an active member of his hometown church. He also coaches swim and soccer and enjoys time at the gym and at the pool. Jeremy walks alongside his clients during times of celebration and times of tragedy to help them celebrate all they have received and remember generosity in all of life. During his downtime, Jeremy can usually be found at the lake with his wife and two daughters.Say, "Hello!" to Jeremy, he is here to listen. #Welcome #Team #SayHello #TurnhallFinancialGroup
Do you have any leftover health savings in your Flexible Spending Account? If you've been delaying a dental appointment or physical, make sure to get an appointment in before the end of the year.
❗ Big retirement news for 2023 ❗Save now and reap the benefits in retirement!Read about the IRS announcement ➡ https://on.wsj.com/3NkWKwF
With benefit enrollment season near, now is a good time to reassess your health care needs for the upcoming year. Choosing the right benefits can help you cover planned and unexpected health expenses.
Charitable giving is a personal choice made throughout a lifetime. It feels good to be generous with the resources entrusted to our care., and making a plan for charitable donations can be even more empowering.Learn more about the options & benefits of charitable giving → https://www.thrivent.com/insights/generosity-giving/charitable-giving-the-options-and-benefits-explainedQuestions? Let's connect:🌐 Thrivent.com/turnhall ✉ Sayhello-Turnhall@thrivent.com ☎ 262-421-5467#Generosity #CharitableGiving #TurnhallFinancialGroup