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.👇
Help your money last in retirementA long life is a gift—let’s help make sure your finances can keep up. Start by building financial resilience against inflation, market swings, and rising health and care costs.
We had an incredible day at the annual DSACO Buddy Walk, joining hundreds of others in supporting the Down Syndrome Association of Central Ohio! 💙✨
It was a day filled with joy, community, and purpose — raising awareness about Down syndrome, promoting inclusivity, and celebrating the amazing accomplishments of individuals with Down syndrome. #BuddyWalk #InclusionMatters #DSACO
How an allowance for kids teaches financial lessons for adulthoodLooking for a way to teach your children the value of money? An allowance can help them understand the basics of budgeting and saving. Here are some things to consider before giving out an allowance. ⬇️
Celebrating 20 years of Thrivent Asset Allocation FundsThrivent Asset Allocation Funds is celebrating its 20th anniversary! This milestone builds on over 50 years of Thrivent offering mutual funds to help clients achieve long-term growth.
If you’re looking for flexible, convenient investment solutions that evolve with life’s changes and your financial needs, let’s connect. Together, we can review your financial plan and support your investing goals.
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.
So you’ve graduated college. 🎓Congratulations! Now what? Start with updating or creating your budget. Your financial situation may have changed after graduating and you’ll want to revisit your spending and saving goals.
Here are additional financial considerations for recent grads: https://bit.ly/4lQH195
Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO
The right financial product is the one that aligns with where you’re at in life. An annuity can provide stable, predictable income. Resonate with where you’re at and what your needs are? Let’s talk about how an annuity can fit into your overall financial plan.
Guarantees based on the financial strength and claims paying ability of the product’s issuer. See thrivent.com/social for important disclosures.
5 financial risks (and how to adapt your financial plan)Are you prepared for financial changes? With proactive planning and flexible strategies, you can manage risks and habits that could impact your financial plan. Learn more about protecting your finances from what-ifs. ⬇️
One of my favorite parts of this business is to see the impact we make together! My 2024 impact numbers show the difference we make when we live generously. And it’s all thanks to you, my clients and friends.
A Lifetime Gift hosted by Ritter Financial GroupWe have a few more spots open for pizza on us and to watch a live Webinar on how to prepare for what-if situations in life!
Tuesday, May 6 at 6:15p.m.
Register today: https://bit.ly/LifetimeGift_RitterFinancialGroup
When talking about what-if situations and death, the hardest part is knowing where to start. Get the tools to help you talk and prepare.
We plan for weddings, college, vacation, and retirement. Why is it so hard to plan for death? Get tools to help you talk to loved ones and prepare at A Lifetime Gift when Certified Celebrant Shelly Halverson suggests open conversation and offers a practical checklist filled with encouraging instructions.
Dinner will begin at 6:15p.m. follow by the Lifetime Gift presentation at 7:00p.m.
Please register below or Contact Jessie or Kelly at 614.626.2778
No products will be sold. For additional disclosures see thrivent.com/social. Speaker is not affiliated with Thrivent. Views are their own. 6034751.1
A Lifetime Gift hosted by Ritter Financial GroupA Lifetime Gift
Tuesday, May 6 at 6:15p.m.
Register today: https://bit.ly/LifetimeGift_RitterFinancialGroup
When talking about what-if situations and death, the hardest part is knowing where to start. Get the tools to help you talk and prepare.
We plan for weddings, college, vacation, and retirement. Why is it so hard to plan for death? Get tools to help you talk to loved ones and prepare at A Lifetime Gift when Certified Celebrant Shelly Halverson suggests open conversation and offers a practical checklist filled with encouraging instructions.
Dinner will begin at 6:15p.m. follow by the Lifetime Gift presentation at 7:00p.m.
Please register by Friday, April 25. Questions? Contact Jessie or Kelly at 614.626.2778
No products will be sold. For additional disclosures see thrivent.com/social. Speaker is not affiliated with Thrivent. Views are their own. 6034751.1
How to start investing with little moneyYou don’t need a fortune to start investing—just a plan. Even small, consistent investments can grow into something big over time. The key? Getting started. ⬇️
2nd Quarter 2025 Market Outlook: Uncertainty strikes backMarket volatility rose in Q1 2025 amid heightened uncertainty around trade policy, immigration, government layoffs, and shifting geopolitical dynamics. Thrivent remains focused on long-term fundamentals as we head into Q2.
Market uncertainty: Tariffs and economic policy drive volatilityUncertainty around economic and trade policies is weighing on confidence for both individuals and businesses. Read more from Thrivent's Chief Investment Strategist on current volatility and other market conditions.
Is early retirement right for you?Curious how you can start your retirement sooner? Depending on your current income and expenses, it's possible. Here are things to keep in mind when considering if early retirement is right for you. ⬇️
Enjoy retirement income without the guessworkYou've spent years building your retirement nest egg—now let's make it work for you. Let's discuss how to turn your savings into steady, reliable income that lasts.
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 an “Estate Preservation for the Next Generation” webinar on Tuesday, March 25th at 1:00pm ET or Tuesday, March 25th at 6:00pm ET. Learn about strategies around how to better prepare yourself for the “what-ifs” in life from our special guest speaker. No products will be sold. See thrivent.com/social for additional disclosures. RSVP at bit.ly/bilger115
