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.
Find out how you can help make your retirement everything you want and more. Let’s chat!
thriventfunds.com After years of hard work and deferred gratification, you’re finally looking forward to a fulfilling retirement. And you have some big plans. Travel. Fine dining. A cozy, well-appointed vacation cabin. You now have the time to enjoy the good life that you may have had to (mostly) put off during you...
I scream, you scream, we all scream for ice cream! Let's roll into summer with a scoop of tasty ice cream – share your favorite flavor and if you prefer it in a cone or a dish!
When did you last review your financial strategy? It may be a good idea to check in on it. Afterall, life is full of changes. Making sure your strategy is adjusting along with your life can help you feel better about reaching your goals. Let's get together and ensure your strategy is still in good shape.
thriventfinancial.com You already have a financial strategy, but have you checked it lately? Contact a Thrivent Financial Advisor to make sure you're on track and clarify any questions.
Fun fact: Apples can be more effective at waking you up in the morning than coffee! Do you have any routines that help get you going each day?
Your aging parents may soon need your help managing their investments. Here are some tips that can help make the process easier.
thriventfunds.com As your parents age, it's likely they'll need a hand with their money. Learn how you can offer help, keep their money safe & plan long-term finances in advance.
Today, we honor those who gave their lives serving in the armed forces to protect our freedoms.
Blending family, fun and generosity can make summer even more meaningful! Learn more.
livegenerously.com School's out: 5 Ideas for Families to Give Back This Summer
happy to announce Fitch has affirmed Thrivent’s AA+ (Very Strong) rating! Because of our strength and stability we can help our members be wise with money. (Note: Does not reflect Thrivent’s Investment product performance).
thrivent.com Read more about Thrivent's rating from Fitch
Did you know you share your birthday with about 9 million other people? Do you know anyone who has the same birthday as you?
Whether you're an avid traveler or an aspiring one, exploring different places and experiencing new cultures can be invigorating! Where do you most want to travel – or where's your favorite go-to getaway?
Winter. Spring. Summer. Fall. Each season has its perks! Which is your favorite season, and why?
Thinking ahead: What will you do with your required minimum distributions beginning at age 70½? Read how one member used them to build a nest egg for his children – and to provide for them after he's gone. https://bit.ly/2tRBMxa
Let there be mess! Did you know letting your little ones get messy may actually be good for their health? Read this insightful article to learn why you may just want to embrace the mess after all: https://www.verywellfamily.com/let-them-play-why-kids-should-make-a-mess-290435
verywellfamily.com As much as you may dream of a clean home and neat kids, you may want to let your kids make a mess. Kids playing in dirt and making messes is a good thing!
Friday, May 17, is National Bike to Work Day! Join in on the fun and try your hand at a two-wheeled commute to work – and share your experience!
A summer bucket list means excitement for what's ahead – and potentially lots of expenses! What's your best tip to save on summertime activities?
Will oil prices – and your price at the pump – continue to climb?
thriventfunds.com While gas prices have gotten higher, April saw positive growth in GDP, stocks, consumer spending and more. Read on in this month's market performance recap.
"A sweet friendship refreshes the soul." — Proverbs 27:9. Tag a friend in your life who's made you feel blessed.
It’s Teacher Appreciation Week! How do you show gratitude for the teachers in your life? Apply today to lead a Thrivent Action Team in support of a teacher or school in your community: http://bit.ly/2VheIrT
Join us for a “5 Keys to Retiring Fearlessly” and "Social Security: Timing Is Everything" workshop on Thursday, June 13th from 6:00pm to 7:30 pm. The event will be held at Growe's Guest House, 1729 Monroe Street in New Holstein. Discover five keys to unlocking a retirement that’s free from worry, where you can have full confidence in your ability to achieve your goals. Find out how you can optimize Social Security and know how much you can expect to receive from other income sources. No products will be sold. RSVP by clicking the link below:
The daily grind can wear us down. When you're feeling a bit sluggish, what are some things you do to help recharge and keep yourself motivated?
Looking for extra cash for a down payment on a home? Or maybe more funds toward expenses in retirement? This type of life insurance could be an option to explore.
thriventfinancial.com What is cash value life insurance and what are the benefits? Learn how it can fit into your financial strategy and Contact a Thrivent Financial Advisor near you.
Exciting news! Thrivent Student Resources is giving away $5,000 that you can use for higher education! One winner will be drawn each month! Visit https://bit.ly/2V5oYmj before December 31st to enter! Open to US residents 14 or older; View official rules available through the link.
The month of May kicks off "wedding season." ❤️️ Late spring to early fall is the most popular time of year for couples to tie the knot. What are some creative or unique wedding gifts you've given (or received)?
"I don't have time (or money) to protect my loved ones." What if life insurance is easier to investigate – and more affordable – than you think?
thrivent.com Begin your no-obligation quote for term life insurance
Have a green thumb? What sorts of plants, flowers or vegetables are you planning to grow in your garden this year?
April 25 is Take Your Children to Work Day! What would you want your child or children to take away from a day on the job with you?
Do you have a go-to movie you like to watch when you're stuck inside on a rainy day?
Happy Earth Day on April 22! Share some tips on how you help keep our Earth healthy and clean.
What activities are you budgeting for with spring in full gear and summer just a few months away?
Despite some economic uncertainty, stocks and oil prices continued on the upswing through the 1st quarter, while bond yields slipped.
thriventfunds.com The first quarter market showed stocks edging up and yields sliding as the Fed shifted their policy. Read the other economic highlights of the Q1 stock market.
Having an adequate emergency fund can give you confidence, and keeping that money in the right place can help you maintain its value.
thriventfunds.com No one knows when the next downturn will come but an emergency savings fund is key for the "what if". Read more on saving & building your financial safety net.
Thrivent’s own Emir Beganovic shares a fascinating pictorial retrospective of his recent Habitat for Humanity trip to the Dominican Republic.
thriventfunds.com Thrivent is the largest corporate sponsor of Habitat for Humanity, enabling employees to travel & build homes for residents of the Dominican Republic. Read more.
Picture the life you've planned for your family: the home they live in, the schools they attend or perhaps the family business they'll carry on. Protect their future with life insurance.
thrivent.com Begin your no-obligation quote for term life insurance
April is National Poetry Month! It's a time to recognize great literary figures and their creative works of art. Do you have a favorite poem, or do you perhaps write your own poetry?
Happy National Volunteer Week! A BIG shout out of gratitude to all you volunteers who donate your time and talents to make a difference. Your generosity is so appreciated!
Have you recently experienced one of these 7 major milestones? With the changes that each one brings, you may need to adjust your life insurance coverage. Let's get time on the calendar to talk more.
thriventfinancial.com Life changes can impact how much insurance coverage you may need. Consider these 7 life events & Contact a Thrivent Financial Advisor to learn what's right for you.
Children have an innate ability to fill our hearts with love and joy. But they can also bring about a new level of financial stress. When the little one arrives, be sure you can navigate your new responsibilities comfortably – financial and otherwise. Let's chat about some ideas to help you approach your finances with confidence.
thriventfinancial.com Have a new child? See how Thrivent Financial Advisors can help you learn how to protect your family and build a college savings plan into your financial strategy.
Heavy rain and melting snow have caused major flooding in the Midwest and violent tornadoes have left a path of destruction in the South. Learn more about how you can get involved in recovery efforts: http://bit.ly/2JDUbs0
In observance of Stress Awareness Month, take a little time this April to replenish your mind, body and soul – you deserve it!
How can you know if – and when – you should consider converting your term life insurance into permanent insurance? Use these 3 points to get you thinking and then let's talk more.
thriventfinancial.com Thinking of converting your Term Life to Perm? First consider these 3 factors and Contact a Thrivent Financial Advisor to see what other options are available.
Join us May 9th for our free workshop, Identity Theft: What You Need to Know. You’ll learn how identity theft can occur, how you can take steps to prevent it, and what to do if your identity is stolen. No products will be sold at this event.
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/2CJicIf
In building a diversified portfolio, each fund you pick represents an important piece of the puzzle. But funds that ‘drift’ from their defined universe could derail your asset allocation strategy. Find out how I can help.
thriventfunds.com Most advisors and investors probably know that a mutual fund’s “style” has nothing to do with being fashionable. But what they may not know is how important it is for the funds they pick to stick to their style over the long term to help them reach their goals.
What's your favorite small, local business? Tomorrow is National Mom and Pop Business Owners Day – be sure to stop by your go-to shop and say thank you for all they contribute to our community!
Pets are oh so cute – and can be oh so expensive. How have you kept your budget in check when it comes to caring for your furry friends? Let's hear your tips!
I believe the best financial planning is done in a work shop environment by advisors without an agenda. We help people who have strong values and integrity
Primerica is a leading provider of term life insurance. Working to help families become financially independent, Primerica is a Main Street company for Main Street families. Contact our office today for more information about how we can help you.
We specialize in auto, homeowners, life, umbrella, recreational vehicle insurance, and business insurance.
We are a registered credit repair company, founded in 2003.
100 W. Lawrence Street, Appleton, WI 54911
Specializing in Auto, Home/Renters, Life, Umbrella, Specialty, and Business Insurance servicing all of Wisconsin.
Providing professional mortgage financing, planning and consulting services for the Fox River Valley. Jesse J Koch, NMLS #217006
Professional mortgage planners and consultants. Serving the greater Fox River Valley for over 25 years.
Integrity Insurance is the Midwest’s premier regional carrier writing insurance in WI, MN & IA through a network of the best independent agents in the industry. www.integrityinsurance.com
A financial advisory practice of Ameriprise Financial Services, Inc.
An independent financial services firm that's helping protect and grow our clients' assets...