Billy Weiss - Thrivent

12/29/2023

Ready to set your retirement dreams and goals into motion? 🌴✈️☀️

Together, we can put the right financial strategy in place so you can retire with confidence.

12/28/2023

Thinking about purchasing life insurance and not sure where to start? Here are the different types of life insurance and reasons why you may want to get coverage.

12/28/2023

Did you know permanent life insurance can support a range of estate planning goals?

From paying down estate taxes to creating generational wealth, here are 5 ways it can help support your legacy. 👇🏼

Life insurance is one of the most important planning tools you can use to prevent your loved ones from facing financial stress after you die. The money typically provides a tax-free benefit to your heirs, and they can use it for any purpose, including paying for their daily expenses and your…

05/22/2023

Planning a vacation can be more exciting than budgeting for one. Here are some helpful tips for building a vacation budget to get you started: bit.ly/3Z1LJFi

05/18/2023

Your employer may provide disability income insurance, but is the coverage enough to ensure you and your family are prepared when the unexpected happens? Consider how an additional policy could help close any gaps in coverage.

05/17/2023

Wondering how the SECURE Act 2.0 has impacted required minimum distributions (RMDs)? Take a look at these four changes and let’s connect if you want to discuss how this may impact your retirement plans.

At the end of 2022, Congress passed a law pertaining to retirement accounts, such as 401(k)s, that affects all investors. The SECURE Act 2.0 was designed to make it easier for you to save for retirement and access your retirement savings.

05/16/2023

Stocks held their own the past month, with the tech area leading the way, GDP slipped for the third straight quarter, and Fed rate hikes continued to rattle the banking industry. Get an overview of all key market and economic highlights in this month's Market Update.

Despite ongoing economic headwinds, the stock market remained resilient in April, with a handful of tech giants leading the way. Microsoft, Google, and Meta all reported results above consensus expectations in late April.

09/12/2022

Did you know that purchasing life insurance for children while they are young is more beneficial than waiting until they are older? Here are three reasons to insure them now.

There’s so much to think about when your family is growing. Whether you’re a new parent through birth, adoption or marriage, the what-ifs may fill your mind and keep you up at night. Are you doing everything you can to protect your child—and what if there’s more you could do?

09/05/2022

Hope you and your loved ones enjoy a safe and relaxing Labor Day weekend. The markets and our office will be closed, in observance of the holiday.

09/02/2022

Are you planning to buy a new home in the next few years? Check out these 9 helpful strategies that can get you closer to your goal.

Buying a home is a major step in life—and an equally major purchase. An inflated housing market,low inventoryand a pandemic have only complicated matters, however. These modern factors have influenced some traditional wisdom about how to save money for a house.

08/31/2022

Retirement on your mind? Here are eight steps to help you move more confidently toward the years ahead.

Retirement is one of the biggest life decisions you’ll ever make.

08/29/2022

Sometimes a talk with someone you trust is all you need to keep your finances on track. Anytime you’d like to go further with your strategy, reach out and we can talk more.