Financial News and Articles with Adam P Burden in Houston TX

Insights

The benefits of life insurance: What you need to knowThere are 7 key benefits of including life insurance in your overall financial strategy. Want to discuss further? Let's set up time to talk more about your life insurance options.

Great news! Thrivent is maintaining its strong financial ratings from Moody’s Ratings, reflecting our ongoing financial strength and stability. These ratings reflect our excellent financial profile, business fundamentals and performance. Proud to be part of an organization that is financially strong and committed to serving clients for the long-term! Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

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"Education is the most powerful weapon which you can use to change the world." — Nelson Mandela Being able to rub elbows and talk with the wonderful people at various Habitat for Humanity chapters over the past two days has been amazing and eye opening. Our biggest takeaway is hearing the need for education and information as it pertains to finances and financial literacy. I love getting to be a part of an organization that is willing and able to arm folks with the appropriate knowledge to live lives of purpose! Can’t wait to connect further!

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Thrivent is partnering with three organizations providing both immediate relief and long-term recovery support in Texas. When you make a donation through the online giving platform, Thrivent will add $1 to every $2 donated. Thrivent also pays the processing fees so 100% of your donation goes directly to the cause. To help today 👉 https://bit.ly/3U57K56

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🏭 Small Business Owner? Here’s Why a Financial Advisor Matters: Running a business means wearing many hats — but your finances shouldn’t be one you wear alone. Here’s how a financial advisor can help: 🔎Strategic Planning – Align your personal and business goals 🗃️ Tax Efficiency – Structure wisely and reduce your tax burden 💵 Cash Flow Management – Stay in control and plan ahead 🔒 Risk Protection – Safeguard what you’ve built 📑 Succession Planning – Be ready for retirement or transition ⏳ Retirement Plans – Don’t forget about your own future 👓 Clear Guidance – Make smart, informed decisions Your business is your passion. A financial advisor helps protect it — and helps it grow. 💬 Ready to talk? Let’s connect.

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S&P Global Ratings Affirms Thrivent’s AA+ (Very Strong) Rating with Stable OutlookProud to be part of a financially strong and stable organization committed to serving clients for the long-term! S&P, an independent rating agency, recently affirmed Thrivent’s AA+ (Very Strong) rating along with a stable outlook. Learn more. ⬇️

Thrivent Action Teams in…ACTION! An amazing opportunity to serve alongside some incredible people for an even better cause. We packed almost 14,000 apple cinnamon oatmeal meals for a couple of great organizations in the Sugar Land area. Knowing that high school students will have a decent breakfast is something that certainly hits close to home. I’ll probably be smelling cinnamon in my dreams tonight…

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Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere for the 14th year in a row. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity. Learn more about this recognition: https://bit.ly/43B6P2o

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May 2025 Market Update: Volatility goes up and downMixed economic data in April presents a lot of uncertainty in the economic markets. Read Thrivent Asset Management's analysis on what this means for investors in the May Market Update.

How to invest for retirement: Account types & strategic movesInvesting for retirement takes planning, but it doesn't have to be complex. Once you know your retirement goals and investment style, you can make a solid, long-term plan for retirement. Let's connect to talk more about this important topic.

February 2025 Market Update: A strong but volatile startThrivent’s latest market update shares our leadership’s views on the key risks the U.S. economy is facing.

Looking to build a meaningful career as a financial advisor? Thrivent offers multiple paths to help you serve clients and reach your goals. You can: ⭐ build a financial advice business ⭐ join an established practice ⭐ become part of our Virtual Advice team Find your career fit >> thriventcareers.com/4gdXRLM

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November 2024 Market Update: Stocks and bonds take a breathLearn why we think the economy is still slowing but see signs of growth stabilizing in the markets in Thrivent's November Market Update.

One of my favorite parts of being a Thrivent Advisor is working for a company that is so involved in the community and getting to join in that. Service has always been a core value of mine and working for Thrivent has only enriched that. Look at those smiles!

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Wishing you and your loved ones a safe and relaxing Labor Day.

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Fellowship is just as important as talking finances. It's a real treat for me to break bread in such an amazing venue with old friends and new faces alike. I would love to see you at the next one! Let's connect! See thrivent.com/social for important disclosures.

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Providing value, service and building relationships. The cornerstones of my practice. I love being able to talk with people comprehensively and provide a sense of reassurance. Here we are addressing estate planning, wills and trusts. Sounds complicated, right? It can be without the right knowledge or tools. Let's connect and get the right tools in the right place FOR the right time. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for important disclosures.

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Basics of a financial plan: What it is & getting startedLet's pursue your financial goals, together. I can help you get started by providing insight on three important steps to establishing a financial plan. 1. Identify where you are. 2. Define financial success so you can outline your goals. 3. Uncover some events that might move you further away from your goals. Learn more about what makes up a solid financial plan and the process for creating your own. Disclosures: thrivent.com/social

Happy to share that Thrivent has been named to Fortune magazine’s Fortune 500 List for the 30th consecutive year! Honored to be part of this organization whose financial strength and stability is guided by purpose and good stewardship.

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TCJA set to expire: Tax moves to consider if you're nearing or in retirementWhat effect could tax bracket changes have on your retirement income? Explore how to help make your dollars last. 👇