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Insights

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

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How to know if you're saving enough for retirement

Roadblocks happen, but they don't have to stop your progress. Discover how to stay on track with your retirement goals. 👇

Sure, it’s important to save for retirement. But other major priorities, such as your kids’ tuition, or a big wedding to plan, could throw you off course.

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The first step to building a portfolio? Choosing the right asset mix. A diversified portfolio may include: ✅ Cash ✅ Stocks ✅ Bonds ✅ Mutual funds and ETFs Each plays a different role. Some help manage and grow your money, others add stability or spread out your risk. The key is finding the mix that fits your goals, timeline and comfort level. Learn more 👉 https://bit.ly/45HHnZe

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The first step to building a portfolio? Choosing the right asset mix. A diversified portfolio may include: ✅ Cash ✅ Stocks ✅ Bonds ✅ Mutual funds and ETFs Each plays a different role. Some help manage and grow your money, others add stability or spread out your risk. The key is finding the mix that fits your goals, timeline and comfort level. Learn more 👉 https://bit.ly/45HHnZe

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As retirement gets closer, your financial focus may shift, and reassessing your risk tolerance becomes even more important. Here’s why. 👇 Your goals, time horizon and comfort level with market swings likely look different than they did 5 or 10 years ago. Your portfolio should reflect that. This guide can help you understand how risk tolerance works, why it matters and what influences it: https://bit.ly/49cq5pt Let’s review your strategy together and make sure your investments support your next chapter.

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As retirement gets closer, your financial focus may shift, and reassessing your risk tolerance becomes even more important. Here’s why. 👇 Your goals, time horizon and comfort level with market swings likely look different than they did 5 or 10 years ago. Your portfolio should reflect that. This guide can help you understand how risk tolerance works, why it matters and what influences it: https://bit.ly/49cq5pt Let’s review your strategy together and make sure your investments support your next chapter.

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Building an investment portfolio for the first time? Before jumping in, take time to nail down your goals, your timeline and how comfortable you are with risk. 👉 Getting clarity on these basics helps you make more intentional choices—and can lead to stronger long-term outcomes. If you’d like help understanding your risk tolerance or building a strategy around it, let’s discuss. See thrivent.com/social for important disclosures.

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Building an investment portfolio for the first time? Before jumping in, take time to nail down your goals, your timeline and how comfortable you are with risk. 👉 Getting clarity on these basics helps you make more intentional choices—and can lead to stronger long-term outcomes. If you’d like help understanding your risk tolerance or building a strategy around it, let’s discuss. See thrivent.com/social for important disclosures.

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🎉We're mixing flights & finances - Retirement should be savored Join us on September 18 2025, 5:30 pm at Legacy Hotel in Green Bay Space is limited, RSVP required by Sept 12 Chart your financial future while enjoying a delicious flight of beer! Marketplace and Medicare Fundamentals presented by Diane Woodhead, health insurance agent with Woodhead Insurance 🔷Sept. 18 (RSVP by Sept. 12) 5:30 p.m. | Registration and hors d’oeuvres 6 p.m. | Flights of beer and presentation 🔷Click here to RSVP https://bit.ly/4nisIdE Hosted by Thrivent Community and Green Bay Financial Group No products will be sold. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program. Diane Woodhead, health insurance agent with Woodhead Insurance and Tori Kluess, attorney with Conway, Olejniczak and Jerry, S.C., are not affiliated with or endorsed by Thrivent. The views expressed in these presentations by Diane Woodhead and Tori Kluess are their own and not necessarily those of Thrivent or its affiliates. Thrivent.com/disclosures.

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🎉We're mixing flights & finances - Retirement should be savored Join us on September 18 2025, 5:30 pm at Legacy Hotel in Green Bay Space is limited, RSVP required by Sept 12 Chart your financial future while enjoying a delicious flight of beer! Marketplace and Medicare Fundamentals presented by Diane Woodhead, health insurance agent with Woodhead Insurance 🔷Sept. 18 (RSVP by Sept. 12) 5:30 p.m. | Registration and hors d’oeuvres 6 p.m. | Flights of beer and presentation 🔷Click here to RSVP https://bit.ly/4nisIdE Hosted by Thrivent Community and Green Bay Financial Group No products will be sold. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program. Diane Woodhead, health insurance agent with Woodhead Insurance and Tori Kluess, attorney with Conway, Olejniczak and Jerry, S.C., are not affiliated with or endorsed by Thrivent. The views expressed in these presentations by Diane Woodhead and Tori Kluess are their own and not necessarily those of Thrivent or its affiliates. Thrivent.com/disclosures.

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Market uncertainty: Tariffs and economic policy drive volatility

Uncertainty around economic and trade policies is weighing on confidence for both individuals and businesses. Read more from Thrivent's Chief Investment Strategist on current volatility and other market conditions.

It can be difficult for markets to assess the impact of tariffs because they can be added or removed quickly, and there isn’t always insight into what’s coming...

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Does your retirement plan need a boost? Reach out to discuss catch-up contributions after age 50 and how I can help you reach your retirement goals. See thrivent.com/social for important disclosures.

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Does your retirement plan need a boost? Reach out to discuss catch-up contributions after age 50 and how I can help you reach your retirement goals. See thrivent.com/social for important disclosures.

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Job loss can come with a lot of stress—especially with your finances. Not sure what money moves you should make after getting laid off? This article covers immediate, short- and long-term steps you can take: https://bit.ly/3Vi3z7S If you’re considering an adjustment to your financial plan due to a change in employment, let’s talk.

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Job loss can come with a lot of stress—especially with your finances. Not sure what money moves you should make after getting laid off? This article covers immediate, short- and long-term steps you can take: https://bit.ly/3Vi3z7S If you’re considering an adjustment to your financial plan due to a change in employment, let’s talk.

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Are your retirement savings on track?

Whether retirement is far off or fast approaching, there are steps you can take to accelerate your savings. One option is to fully fund an IRA by April 15. Here are more ways you can boost your savings.

Discover important savings milestones and how you can help boost your savings.

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What is the best way to save for retirement?

Even if retirement seems far off, it’s important to plan ahead. By understanding the sources of your future retirement income, you can see where you stand and work to fill gaps. Let's connect and review your retirement plan together.

Most people want to know the best way to save for retirement, thinking it's a simple, clear-cut answer. But there's no single way to ensure you have the right...

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