Insights
What is portfolio rebalancing? Tips to maintain your target investment mixIs now the time to rebalance your portfolio? Over time, market shifts can expose you to more risk than you intended. Rebalancing is usually necessary on a periodic basis to help restore your portfolio to your target allocations. Here are 3 reasons why it may be time to rebalance. 👇
6 year-end financial tasksThe hustle and bustle of the holiday season can distract us from other action items on our checklist. End the year on a strong note by refocusing on your finances. Take a look at these tasks to complete before Dec. 31.
Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
Social Security Fairness Act: How the WEP & GPO repeal may affect your benefitsEarlier this year, the Social Security Fairness Act was signed into law. If you or a loved one has ever worked in the public sector, the SSFA may impact retirement income and prompt you to consider some strategy adjustments.Take a look at this resource for more information. If you’d like to discuss how this act may impact your retirement plans, let’s set up a meeting.
Join us for 5 Keys to Retiring Fearlessly, a free workshop on May 6, 2025 from 6:00 pm to 8:00 pm at The Renaissance in Tiffin. Learn insights that can help you achieve your retirement goals. Register today: https://connect.thrivent.com/abundance-financial-group/eventsNo products will be sold.
Navigating your finances after a spouse passes can be challenging. Social Security survivor benefits may be available to you depending on your age and if you care for a dependent child. Discover more here: https://bit.ly/42XZDNrHere to connect you or your loved ones to resources that can help.
If you:• Value generosity and making a community impact.• Want a support network and access to mentorship.• Have a desire to help people reach their financial goals.💼 You could have a lucrative career as a Thrivent financial advisor. Explore opportunities: thriventcareers.com/3EtoBdj
Chris Lewis (a member of our team) recently earned the Certified Exit Planning Advisor (“CEPA”) credential granted by the Exit Planning Institute.This unique designation will allow him to advise business owner clients on how to successfully sell or transition their businesses and prepare to leave. We are excited to apply this knowledge to the needs of our clients who own businesses. As we go through this process together, he can guide our clients toward achieving financial clarity, enabling them to move ahead with confidence.See thrivent.com/social for important disclosures.
How to plan for taxes in retirementHow tax-efficient is your retirement saving? Consider these strategies to boost your retirement readiness. 👇
How to save more money in 2025: Tips, goals & accounts you can useMake a plan to thrive in 2025 👏
Protecting yourself from identity theftDid you know? December is Identity Theft and Protection Awareness Month.Scammers are more active during the holiday season. Make sure to take proactive measures to guard yourself against identity theft. Here are some ways to protect yourself. ⬇️
Money moves to make before the end of 2024Check out these 8 money moves you can make to end the year on a strong note. ⤵️
Boomer Bash Fall 2024. Margaritaville ThemeHad the opportunity to represent Thrivent at northern Ohio's Boomer Bash. I great Happy Hour setting to meet new people, sample great food and have a drink or two for those of us that are 55+. My team mate Rob Janik and I met some great people. I even had a great conversation with one of my dad's high school classmates!
AG 2024 Celebration TourChris Lewis and Justin Petty were happy to sponsor the AG 2024 Celebration throughout Ohio.
Whatever grade they’re in, there’s a game plan that can help you save for their college education. Need some help? Let’s talk through your options. There are products and tools that can meet you where you’re at.See thrivent.com/social for important disclosures.
It’s a powerful thing to see Thrivent clients come together in times of great need. Join us in supporting victims of Hurricane Helene and Hurricane Milton. Thrivent increased the match to $750,000 so when you give to hurricane relief efforts, Thrivent will add $1 to every $2 you donate through the online giving platform to our featured organizations. Thrivent also pays all processing fees, so 100% of your donation goes directly to the cause. To help today, visit https://bit.ly/4f0Ki1I.
Now that our information is more accessible online, it’s important to protect that data. During Cybersecurity Awareness Month, commit to helping keep your data protected. Here are 5 ways to start boosting your online security: https://bit.ly/3rCO6mH
Hurricane Helene caused widespread destruction in multiple states and your support can provide hope to the individuals and communities most impacted. For every $2 you donate through Thrivent’s online giving platform, Thrivent will add $1 and pays all the processing fees, so 100% of your donation goes directly to the cause. To help today, visit https://bit.ly/3ZL630O.
Our financial advisors are invested in their community's success and have a heart for helping others. Does that sound like you?No prior financial experience needed. Explore this opportunity today: thriventcareers.com/4efmx5Q
Preparing for retirement checklist: Are you retirement ready?Retirement planning can feel like a lot. Here’s a simple checklist to help you get started. 👇