October 2019 – Honoring Heather: A. Jack Nussbaum Distinguished Service Award

On behalf of Woodmen Financial Resources I would like to congratulate our fellow colleague, Heather Lindsley, on receiving the A. Jack Nussbaum Distinguished Service Award presented by NAIFA (National Association of Insurance and Financial Advisors). This award is the highest honor presented by NAIFA-Wisconsin.

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September 2019 – A Day in the Life…

No day is ever the same when I come into the office. But, as with most jobs, there are specific tasks that have to be done on a daily, weekly, monthly, quarterly and yearly basis. Some are easier than others, some take longer, and some of them rely on you – our fantastic clients!

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August 2019 – Jamboree Part Two

Two years ago I wrote a short article about my involvement with the 2017 National Boy Scout Jamboree, where I helped instruct scouts how to do basic scuba diving in a pool. I enjoyed that so much I decided to do it again, but on a more global level for the 24th World Scout Jamboree in 2019.

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July 2019 – One Down One to Go

I am very proud to share that my daughter, the older of my 2 children, has graduated with her Masters of Occupational Therapy. My wife and I are very proud of her accomplishments. This is the moment we’ve dreamt about since she was a little girl.

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June 2019 – A-B-C Adventures

You can ask my co-workers if I like to travel and they will say – yes, absolutely! I am thankful to have the number of vacation days I have, but always feel like it’s never enough as I want to do EVERYTHING and go EVERYWHERE!

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May 2019 – I Was Reminiscing the Other Day…

It has been 10 years, since I returned from my one year reserve assignment where I was stationed in Baghdad, Iraq. I have told many of you the story, but for some who have become clients afterwards I will share it again.

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April 2019 – Continuous Learning

I recently had the opportunity to speak about my career at my high school alma mater. My wife Katie is a business teacher at Seymour high school and she asked if I would give a presentation on all of the career opportunities available within the field of financial planning.

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March 2019 – Don’t Worry, Beach Happy…

I hate to make any of you jealous but I’m writing this newsletter while sitting on a sandy beach at St. Pete Beach Florida. The temperature is 76 degrees and I’m finding it hard to concentrate with the sounds of the waves crashing in and seagulls squawking, but I will tough it out and hopefully deliver a message you can relate to.

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February 2019 – Winter Blues

Happy Valentine’s Day (soon)… Are you keeping warm? What a crazy winter! If you’re a snow bird and haven’t been keeping on eye on temps here, one day it is 18 below with a minus 50 windchill and a couple days later it is 39 degrees and everything is melting.

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January 2019 – We Make Travel More Fun

My husband and I are about to take our first of two vacations this year and “Bert” is on our packing checklist. Bert was gifted to us by a long-time friend because of our last name, Siebert (and my husband’s college nickname – Bert).

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December 2018 – Spending the Holidays with Loved Ones

It’s my turn to write an article and it falls again during the Christmas period. Time flies when you are having fun because it seems like just yesterday I wrote my article for last year’s December newsletter. The team at Woodmen Financial Resources wishes you and your families a very Blessed and Joyous Christmas Season and all other special Holidays as well that fall during this period.

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November 2018 – Change of the Season

Fall is my favorite time of the year, and for me it stirs up the thoughts that change is coming.  The leaves are changing color, the sunsets seem more intense, and the harvest moon appears over Heritage Hill as I drive home east bound over the Hwy 172 bridge.

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October 2018 – A Cause for You

I recently overheard someone complaining that she can’t get volunteers for one of her organizations, and was very upset that no one can dedicate their time for her cause. I could empathize with her, but I also wanted to share that most people spend their time and energy on causes that mean something to them.

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September 2018 – Accomplishing a Goal Decades Later

After 37 years, I finally accomplished a goal – riding a bicycle across Iowa. When I was young, my uncle mentioned an annual bike ride across Iowa called RAGBRAI (Register’s Annual Great Bike Ride Across Iowa). The week long ride starts by dipping your rear bike tire in the Missouri River and ends dipping your front wheel in the Mississippi River. When I heard about the bike ride I remembered thinking “I want to do that someday”. Years later (as I realize I am no longer a spring chicken), I decided to get it done. So this past May I began making Fridays and Sundays my training days, biking approximately sixty miles each time.

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June 2018 – Bucket List…

Do you have a bucket list? You know – the list of things you want to see or do before you die? Swim in the ocean, take a family trip, have a vacation home may be some you have heard. Sometimes the items on the list require saving money, but sometimes they simply mean taking the time and doing them. Either way the team at Woodmen Financial would love to help you achieve your goals.

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May 2018 – How I Almost Became Really Wealthy at Age 10

In the third grade, I joined Cub Scout Pack 4130 while enrolled at St Matthews Elementary School in Allouez. I really enjoyed it and was excited to work on my advancement booklet – earning Bobcat, Wolf, the gold arrow point and the subsequent silver arrow point badges. I was always eager to complete requirements in the book.

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April 2018 – A “Financial” Sea Story

I laugh at a picture I received from my Navy days when I completed my 3-year sea tour onboard USS KLAKRING. My colleagues signed around the frame and the Disbursing Officer (the money person) wrote: “Thanks for your great financial advice Rich!” A foretelling that 10 years later I’d be joining my father in the financial business. I have a quick sea story to share with you from my Navy days…

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March 2018 – Welcome Todd to the Family

Hello! My name is Todd Gerbig, and while new to Woodmen Financial Resources, I’m not new to the financial services industry. I have over 12 years of experience in the insurance and investment business, and currently hold a series 7,6,65 investment licenses as well as licenses for life and health insurance. I enjoy all aspects of being a financial advisor and especially the client relationships I’ve built over the years. Relationships are built on trust so if you can give continued sound financial advice to your clients and help them achieve their financial goals you have built a long lasting relationship.

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February 2018 – Be  Kind

Did you make any resolutions for 2018? Have you kept them? What were they? Eat better? Exercise more? Spend more time with family & friends? Year after year, I set goals for the “new year” and have trouble keeping them. I chose things I thought were attainable and not stressful (reading 1 book a month, sending a “real” birthday card to family/friends, etc). Turns out, I failed at those too. This year, my decision was to take a moment of every day to be DELIBERATELY kind.

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January 2018 – Being Present & Traditions

Did you make any resolutions for 2018? Have you kept them? What were they? Eat better? Exercise more? Spend more time with family & friends? Year after year, I set goals for the “new year” and have trouble keeping them. I chose things I thought were attainable and not stressful (reading 1 book a month, sending a “real” birthday card to family/friends, etc). Turns out, I failed at those too. This year, my decision was to take a moment of every day to be DELIBERATELY kind.

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December 2017 – Happy Holidays and Merry Christmas to you all!

You have made it very special for our team at Woodmen Financial Resources as we progress another year working together. Now we conclude another year with the Christmas and New Year’s celebrations. I realize the season can be stressful as we rush around to set up Christmas lighting decorations and tree, bake treats, attend parties, shop for presents, and visit with friends and families. Please take time and enjoy the special period and create some lasting memories.

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November 2017 – Grateful Hearts

When November (Thanksgiving) approaches, I try to show how grateful I am for the people, experiences and things in my life. Each year, I make a valiant attempt to do a Facebook/Instagram photo challenge and take a photo or mention at least one thing I’m thankful for during November. Some people might consider it bragging. But it reminds me that there will always be one thing, each day that I am grateful for – no matter how tough the day has been.

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