Insights
I've got valuable information and resources to share. Explore away! And check back often.
Prepárese para los tres días más importantes de su vida asistiendo al taller gratuito Base financiera: su plan para avanzar. Lugar: St. Francis de Sales, Iglesia católica en Moorhead, MN Fecha y hora: 2 de junio a la 1:30 pm Más detalles aquí: https://connect.thrivent.com/alexander-aldrich/events. No se venderán productos.
Prepárese para los tres días más importantes de su vida asistiendo al taller gratuito Base financiera: su plan para avanzar. Lugar: St. Francis de Sales, Iglesia católica en Moorhead, MN Fecha y hora: 2 de junio a la 1:30 pm Más detalles aquí: https://connect.thrivent.com/alexander-aldrich/events. No se venderán productos.
Hey grandmas and grandpas! I have a charitable giving strategy for you. 💝 Did you know that you can purchase life insurance on anyone, so long as you have an insurable interest in them? 🤯 This means that you can buy life insurance on your grandchildren! Why would you want to do this? - Life insurance can be an inexpensive way to leave behind a legacy to your descendants. - It can also give them the gift of insurability for their entire life. Life insurance may also accumulate equity ("cash value") that can be used as tax-free income for your grandkids to: - 🎓 help fund college - 🏡 go toward the purchase of a home - 📈 invest in the stock market Importantly, it can leave behind a tax-free gift to your great-grandchildren when your grandchildren pass away, leaving behind a legacy long after you're gone. Have any of you done this for your grandkids yet? See Thrivent.com/social for important disclosures.
Hey grandmas and grandpas! I have a charitable giving strategy for you. 💝 Did you know that you can purchase life insurance on anyone, so long as you have an insurable interest in them? 🤯 This means that you can buy life insurance on your grandchildren! Why would you want to do this? - Life insurance can be an inexpensive way to leave behind a legacy to your descendants. - It can also give them the gift of insurability for their entire life. Life insurance may also accumulate equity ("cash value") that can be used as tax-free income for your grandkids to: - 🎓 help fund college - 🏡 go toward the purchase of a home - 📈 invest in the stock market Importantly, it can leave behind a tax-free gift to your great-grandchildren when your grandchildren pass away, leaving behind a legacy long after you're gone. Have any of you done this for your grandkids yet? See Thrivent.com/social for important disclosures.
One day in late 2022 while I was wrestling with the idea of changing careers, I went to the gym and decided to find a podcast to listen to. Were there any about the life and work of financial advisors? Sure enough, I found the Becoming an Elite Financial Advisor podcast. Last week, I invested in myself and in my business and joined Sten Morgan and Andy Traub, of that same podcast, for a coaching seminar. Their voices have been planting in me, for nearly a year and a half now, the seeds of curiosity on what it means to be an effective and successful financial advisor. I have a clearer vision now than ever of what that will look like for me and the communities I serve. What’s one podcast that has had a significant impact on your career trajectory? See thrivent .com/social for important disclosures.
One day in late 2022 while I was wrestling with the idea of changing careers, I went to the gym and decided to find a podcast to listen to. Were there any about the life and work of financial advisors? Sure enough, I found the Becoming an Elite Financial Advisor podcast. Last week, I invested in myself and in my business and joined Sten Morgan and Andy Traub, of that same podcast, for a coaching seminar. Their voices have been planting in me, for nearly a year and a half now, the seeds of curiosity on what it means to be an effective and successful financial advisor. I have a clearer vision now than ever of what that will look like for me and the communities I serve. What’s one podcast that has had a significant impact on your career trajectory? See thrivent .com/social for important disclosures.
One of my clients contacted me recently about an investing strategy they had heard about on social media wanting to know if they could implement it. “We’d like to open a Roth IRA for our kids,” they told me. This is such a good idea! If your child qualifies, opening a Roth for him/her can be powerful. Here’s what we went over together: 🧙♂️ *Anyone* of *any* age can open and contribute to a Traditional or Roth IRA. 🛠️ However, you must have what is called "earned" income to contribute. 🏡 Their kids could use the earnings from their Roth IRA later in life to help fund the purchasing of their first home, even before they're 59 1/2. Here's how it applied to their family: ❌ Unfortunately, the money their kids were hoping to contribute to a Roth IRA came from some money that was gifted to them, not money they earned by working. 🎓 They are considering investing that money into the kids' 529 education savings accounts instead, since new rules may allow some unused 529 dollars to be converted to Roth later in life. (A topic for another day.) This just one example of how personalized advice from a licensed professional can be so beneficial. I'm proud of my clients for reaching out! 👊 See Thrivent.com/social for important disclosures.
One of my clients contacted me recently about an investing strategy they had heard about on social media wanting to know if they could implement it. “We’d like to open a Roth IRA for our kids,” they told me. This is such a good idea! If your child qualifies, opening a Roth for him/her can be powerful. Here’s what we went over together: 🧙♂️ *Anyone* of *any* age can open and contribute to a Traditional or Roth IRA. 🛠️ However, you must have what is called "earned" income to contribute. 🏡 Their kids could use the earnings from their Roth IRA later in life to help fund the purchasing of their first home, even before they're 59 1/2. Here's how it applied to their family: ❌ Unfortunately, the money their kids were hoping to contribute to a Roth IRA came from some money that was gifted to them, not money they earned by working. 🎓 They are considering investing that money into the kids' 529 education savings accounts instead, since new rules may allow some unused 529 dollars to be converted to Roth later in life. (A topic for another day.) This just one example of how personalized advice from a licensed professional can be so beneficial. I'm proud of my clients for reaching out! 👊 See Thrivent.com/social for important disclosures.
Thrivent advisors SHOWED UP at the Elite Advisor Network in-person training this week! I came away from this experience humbled about the progress that lies before me, but energized to know I have so many more resources to be the best advisor to retiring higher ed professionals, small business owners, and the Hispanic community. See Thrivent .com/social for important disclosures.
Thrivent advisors SHOWED UP at the Elite Advisor Network in-person training this week! I came away from this experience humbled about the progress that lies before me, but energized to know I have so many more resources to be the best advisor to retiring higher ed professionals, small business owners, and the Hispanic community. See Thrivent .com/social for important disclosures.
Concordia Faculty and Staff! I want to invite you to attend my upcoming workshop on called "5 Keys to Retiring Fearlessly" to learn insights that can help you figure out what steps to take next. When: Wednesday, May 8 starting at 5 pm. Check in from 5:00 - 5:30 pm. Dinner served at 5:30 pm. Presentation at 6:00 pm. Where: Jones C/D, Concordia College Dinner will be served. Registration is free. Seating is limited. Reserve a spot for you and a guest today. Please call 218-712-1138, email alexander.aldrich@thrivent.com or visit connect.thrivent.com/alexander-aldrich/events by May 2, 2024. No products will be sold. See thrivent .com/social for important information.
Concordia Faculty and Staff! I want to invite you to attend my upcoming workshop on called "5 Keys to Retiring Fearlessly" to learn insights that can help you figure out what steps to take next. When: Wednesday, May 8 starting at 5 pm. Check in from 5:00 - 5:30 pm. Dinner served at 5:30 pm. Presentation at 6:00 pm. Where: Jones C/D, Concordia College Dinner will be served. Registration is free. Seating is limited. Reserve a spot for you and a guest today. Please call 218-712-1138, email alexander.aldrich@thrivent.com or visit connect.thrivent.com/alexander-aldrich/events by May 2, 2024. No products will be sold. See thrivent .com/social for important information.
Nashville is beautiful! Here is the view out my hotel window. (My photography skills don’t do it justice.) I’ll be here in Tennessee with a cohort of “advicers” from all over the country for the next two days, learning from some of the industry’s very best minds in financial planning. I’m choosing to invest in myself and in my business as a financial advisor so that I can better serve my current and future clients. Sometimes the very best investments we can make are in ourselves and in our future. What has been your experience with investing in yourself? How has it paid off? See thrivent. com/social for important disclosures.
Nashville is beautiful! Here is the view out my hotel window. (My photography skills don’t do it justice.) I’ll be here in Tennessee with a cohort of “advicers” from all over the country for the next two days, learning from some of the industry’s very best minds in financial planning. I’m choosing to invest in myself and in my business as a financial advisor so that I can better serve my current and future clients. Sometimes the very best investments we can make are in ourselves and in our future. What has been your experience with investing in yourself? How has it paid off? See thrivent. com/social for important disclosures.