(OnFocus) Holidays are a time when finances can be strained, but it can also be a time to take a step back and reflect on financial goals for the upcoming year.
“Heading into the next year, it’s a good time to reflect on what financial goals you have,” said Nate Heeg, Thrivent Financial Professional. “In the hustle and bustle of the holidays, it’s important to take a moment and reflect on accomplishments and goals for next year.”
A financial professional can help you reflect on the previous year and set up for success in achieving next year’s goals.
“We can review your saving and spending habits,” said Heeg. “We can review your life insurance and disability insurance to see if you are in the right spot for protection.”
“Maybe you are nearing retirement. I can help you assess how long it might take or if we might need to make some changes,” he said. “Really understanding and reviewing the situation that people are in can help spur questions that they have but maybe didn’t know how to ask. Through our discussion, we are able to uncover the goals and needs of what the client wants and desires and build a road map to help achieve that.”
Social Security, the IRS, IRA’s, and anything government-related can be complicated, so having someone that can help decode complex financial situations is valuable.
“They can be very daunting. It can help to have somebody you have confidence in to explain and decipher this stuff,” said Heeg. “I like to give the comparison of ‘Would you go get your tooth pulled from somebody not in a dental world?’ The same concept applies to finances. Would you really make a Social Security decision without a financial professional to help you?”
Whether a teenager or nearing retirement, anyone can benefit from a financial professional.
“If you are really reflecting on your financial position — maybe you are a parent who has kids that are getting a little bit older or are in an empty nest situation or thinking about changing jobs — any of that is a good time to come talk,” said Heeg. “I can help you understand the financial implications of what you’re about to do.”
Contact Heeg at (715) 898-2561.
Thrivent Financial professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
THRIVENT IS THE MARKETING NAME FOR THRIVENT FINANCIAL FOR LUTHERANS. Insurance products issued by Thrivent Financial for Lutherans. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. Advisory services available through investment adviser representatives only. Thrivent.com/disclosures.
Author: News Desk
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