Ken Truyman- Thrivent Financial

As life evolves, rely on me to provide a variety of financial tools to meet your changing needs. Contact me directly if you have specific questions.

Save more, spend less. Budget better. Pay down debt. Do any of these New Year's resolutions sound familiar? If you have money-related goals for 2020, let's chat and create a plan to help you reach them.

Christmas poll: Which one makes you merrier – a live tree, or an artificial one?

[12/01/19]   Today is the day! This page is closing down and I am transitioning over to the Heart of the Valley Group Fox Cities - Thrivent Financial page. Follow us there to stay in the loop with all we have going on!

Who else thinks fall went by way too fast? Can we rewind a couple months?

From watching the Macy’s Thanksgiving day parade to running in a turkey trot – what are your family’s Thanksgiving traditions?

Turkey day is right around the corner – speaking of turkey, what’s your favorite Thanksgiving dish?

With Thanksgiving approaching and the end of a tax year looming, now is a great time to consider the benefits of charitable giving. Through InFaith Community Foundation, charitable giving can be part of your financial strategy. Ask me more today.

InFaith Community Foundation is a public charity that services individuals, organizations and the community through charitable planning, donor advised funds and endowments. InFaith works collaboratively with Thrivent and its financial professionals. For more disclosures, see Thrivent.com/social.

Life is bound to throw a couple curveballs here and there - being financially prepared for them helps take out the uncertainty part. Let's chat about how to become financially prepared.

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October 2019 Market Recap: Stocks edge higher while oil, interest rates and retail sales stall

Read Thrivent Mutual Fund’s monthly recap and perspective on the markets.

thriventfunds.com Thrivent Asset Management Contributors to this report: Mark Simenstad, CFA, Chief Investment Strategist; Darren Bagwell, CFA, Chief Equity Strategist; Steve Lowe, CFA, Vice President, Mutual Funds-Fixed Income; John Groton, Jr., CFA, Director of Equity Research; Matthew Finn, CFA, Head of Equity Mut...

We get it – saving for college can be overwhelming (and expensive). But with the right savings plan, you can cut down on the stress and focus on the fun parts.

Troy & I spent Tuesday morning at the Kimberly High School Reality Store. This event gives students the opportunity to learn about adult life and responsibilities. We advised students on how to spend and save their "money." It was a great way for students to experience real world financial cause and effect with the help of local professionals.

Happy National Philanthropy Day! Today, we celebrate charitable activities whether is be financial donations or volunteerism. We applaud everyone who has donated their time or resources. Thank you!

Looking for a little extra guidance when it comes to your finances? Let’s connect and tailor a plan that fits you and your family’s needs.

This Veterans Day, join me in honoring the men and women who have bravely served our country. Thank you for your dedication and sacrifices.

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Heart of the Valley Group | Thrivent Financial in Appleton, WI

Just a reminder that I will be transitioning my page over to Heart of the Valley Group Fox Cities – Thrivent Financial on December 1st! Page tagged in comments.

connect.thrivent.com Heart of the Valley Group is your Thrivent Financial office helping people in the Appleton, WI area create personalized financial strategies and retirement planning.

You can feel confident about your finances – even as the market fluctuates. Let's talk before the end of the year to make sure you're on course.

Money drives many of the decisions that are made on a daily basis. By setting goals, you can take control and feel confident about those decisions. #personalfinance

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Income Match Assessment

Retired or soon-to-be retired? Take this quiz to discover if you're an Optimizer, Explorer or Protector. Send me your results and we'll make sure you're on track for where you want to go.

thrivent.com Take this quick questionnaire to discover your retirement income personality and better understand your investment risk tolerance level.

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Events & Financial Workshops with Heart of the Valley Group | Thrivent Financial

Please join us for this free, educational event on Thursday, November 14th at 6 pm!

Have you prepared for your well-earned retirement? Attend Securing and Preserving Your Retirement Strategy to find out how you can have the retirement you dream of and leave the legacy you envision.

RSVP at the link below or call 920-423-3896.

No products will be sold. 27878F R3-19.

connect.thrivent.com Find information about and register for upcoming charitable and educational events and workshops in the Appleton, WI area.

Life is unpredictable. Life insurance can bring a sense of comfort to those unpredictable moments.

As your life changes, it's important to review your financial strategy to make sure you're on track – especially as the market fluctuates. If it's been a while, let's connect before the end of the year.

connect.thrivent.com

Heart of the Valley Group | Thrivent Financial in Appleton, WI

As I join the Heart of the Valley Group, my communications on Facebook are changing to reflect the business. Please follow our team page: Heart of the Valley Group Fox Cities – Thrivent Financial to stay in the loop! I will be taking down my page on December 1st, and all communications will flow through the new page.

https://connect.thrivent.com/heart-of-the-valley-group/

connect.thrivent.com Heart of the Valley Group is your Thrivent Financial office helping people in the Appleton, WI area create personalized financial strategies and retirement planning.

Thrivent Mutual Funds has been awarded several 2019 Lipper Fund Awards from Refinitiv. Hear from Thrivent Chief Investment Officer David Royal on the importance of receiving these awards. Visit ThriventFunds.com/Awards for details on the 2019 Lipper Fund Awards and award methodology.

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Life Insurance & Life Events | Thrivent

Fact: Life changes. And when it does, you'll want to be sure you have the right type – and amount of financial protection in place. Here are 4 times to re-evaluate your coverage.

thrivent.com Life moves fast. Make sure your insurance is keeping up at these 4 milestones.

thrivent.com

Finances & Taxes: You Have Choices

Test your knowledge with these tax questions and if the answers surprise you, it might be time to meet and walk through the What-If Tax Calculator.

thrivent.com Wise financial decisions can influence how much tax you pay and when you pay it.

Don’t let the price tag of college keep you from pursuing your dream. Let’s work together to develop a strategy to save for college.

We Can't Find Your Page | Thrivent

Fact: Life changes. And when it does, you'll want to be sure you have the right type – and amount of financial protection in place. Here are 4 times to re-evaluate your coverage.

thrivent.com We Can't Find Your Page

We Can't Find Your Page | Thrivent

Fact: Life changes. And when it does, you'll want to be sure you have the right type – and amount of financial protection in place. Here are 4 times to re-evaluate your coverage.

thrivent.com We Can't Find Your Page

connect.thrivent.com

Heart of the Valley Group | Thrivent Financial in Appleton, WI

I am thrilled to announce that I have joined my business partners, Troy Beck and Tom Bruckner, as a part of the Heart of the Valley Group with Thrivent Financial. With this change, please refer to our new website below for any updates or events. Big things are happening, and I am excited for you all to be a part of this growth!

https://connect.thrivent.com/heart-of-the-valley-group/

connect.thrivent.com Heart of the Valley Group is your Thrivent Financial office helping people in the Appleton, WI area create personalized financial strategies and retirement planning.

This Saturday is National Pumpkin Day! From soups and pasta, to pies and bars – what’s your favorite dish to make with pumpkin?

With October quickly coming to an end – let’s reflect on our favorite moments this month. What were yours?

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Market Fluctuations & Your Retirement

It's been said that "what goes up, must come down." So when the market fluctuates, what steps can you take to protect your finances and retirement income strategy?

thrivent.com In times of market fluctuations, getting guidance from someone you trust can help you feel more comfortable with your retirement and investment decisions.

Financial “emergencies” become less stressful if you are well prepared for them. Plan ahead and feel more confident. #financialtips

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Quarterly Market Outlook

The economy faces a number of unsettling factors, both globally and domestically. Check out Thrivent’s Market Outlook and contact me with questions.

thrivent.com Stay a step ahead of the market with our timely commentary.

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Small Business Services

According to the Small Business and Entrepreneurial Council, 99% of all companies in the U.S. are small businesses, which is why we’re dedicated to helping ensure their success. See what solutions we offer to support you in meeting all of your small business goals.

Every big business starts small, and we want to help you grow. Whatever your goals, see what solutions Thrivent Financial offers to support your small business!

thrivent.com Your small business is a big asset. Here's how we help support your success, finances and employees.

Wow! Can you believe it's already mid-October? If you haven't had your annual financial review, now's the time to schedule it. Making sure you're ending the year on track can help you start next year off feeling more confident with your strategy. Let's get together soon.

Join us October 24th for our free workshop, Income Taxes and Retirement. Find out how the financial decisions you make as you prepare for retirement can affect your income taxes. No products will be sold. For additional disclosures, see Thrivent.com/social

https://connect.thrivent.com/ken-truyman/events/?id=14431

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What Do Financial Strength Ratings Mean?

When looking for a financial organization, ratings can help you understand an organization’s financial strength and stability. See Thrivent’s ratings and learn what they mean for you.

thrivent.com AM Best, Fitch affirm Thrivent’s ratings.

A coffee a day keeps the budget … not OK? Take a peek at your smaller expenses to see where you can cut back and keep your budget on track. If you need some help, let's talk. #moneymanagement #financialtips #budgeting

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We are Family

If you’re in the sandwich generation, you’re not alone. Nearly half of adults ages 40 - 59 have a parent over 65 and are either raising children or providing them with financial support. Check out these tips from Thrivent magazine on how to strive for balance.

thrivent.com Tips to find balance when you’re raising kids and helping aging parents.

New season, new financial goals. If you need some guidance with your financial strategy, visit my website at https://connect.thrivent.com/ken-truyman/ and let's connect.

Feel like you're hitting some financial speed bumps lately? Let's talk through what may be slowing you down. Together, we'll create a strategy to help keep you moving forward toward your goals.

thrivent.com

Emergency Fund 101

Are you saving for the unexpected? When surprises pop up, you’ll be glad you took the time to build your own emergency fund. Check out these tips to help you #BeWiseWithMoney.

thrivent.com Get a crash course on saving for the unexpected.

Being wise with money can be a tradition passed down through generations. Learn how Thrivent members Tara and Lucas Bouwman found life insurance coverage that worked for their family in this Thrivent magazine article. https://bit.ly/2OT1Llr

Make a Difference Day is officially only one month away! How are you planning to make a difference at church or in your community?

Want your business to be the top-listed Finance Company in Appleton?

Click here to claim your Sponsored Listing.

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W2719 Brookhaven Dr Ste C-1
Appleton, WI
54915
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Dori Sterkenburg - Thrivent Financial Dori Sterkenburg - Thrivent Financial
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