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Investing for retirement can feel overwhelming. No matter where you are on your journey, the key is to be consistent and stick with it. A strong retirement investment strategy includes: ✔️ Portfolio diversification ✔️ Understanding your risk tolerance and adjusting over time ✔️ Investing in tax-advantaged accounts like IRAs and 401(k)s Learn more about investing for retirement: https://bit.ly/4iYmfCX

Investing for retirement can feel overwhelming. No matter where you are on your journey, the key is to be consistent and stick with it. A strong retirement investment strategy includes: ✔️ Portfolio diversification ✔️ Understanding your risk tolerance and adjusting over time ✔️ Investing in tax-advantaged accounts like IRAs and 401(k)s Learn more about investing for retirement: https://bit.ly/4iYmfCX


Savvy Social Security 6:30PM Sept. 15th at Calvary Church: 820 Route 113, Souderton, PA 18964 It's all about the when. Social Security is a vital income source—but timing is everything. When should I file for Social Security benefits? If I file and I continue to work, how will my benefits be affected? Will I pay taxes on my Social Security benefits? When it comes to Social Security and your retirement, a little knowledge can go a long way. Join us for this in person workshop, Savvy Social Security. During this presentation you will learn how to determine the ideal time to apply and ways to maximize your Social Security benefits while minimizing taxes on those benefits. Careful planning can help you get the most of your Social Security. Presented by Bridgit Holly, Financial Consultant and hosted by Herald Financial Group: Anthony Spangler, Brook Williams, Amanda Schulenberg, Rebecca Wise, Bridgit Holly, Ryan Rapp, Cheryl Berry, and Kay DeMito No products will be sold at this event. For additional disclosures, see Thrivent.com/social. No products will be sold. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Thrivent.com/disclosures. RSVP: Call 215-361-2810 or email Cheryl.berry@thrivent.com

Savvy Social Security 6:30PM Sept. 15th at Calvary Church: 820 Route 113, Souderton, PA 18964 It's all about the when. Social Security is a vital income source—but timing is everything. When should I file for Social Security benefits? If I file and I continue to work, how will my benefits be affected? Will I pay taxes on my Social Security benefits? When it comes to Social Security and your retirement, a little knowledge can go a long way. Join us for this in person workshop, Savvy Social Security. During this presentation you will learn how to determine the ideal time to apply and ways to maximize your Social Security benefits while minimizing taxes on those benefits. Careful planning can help you get the most of your Social Security. Presented by Bridgit Holly, Financial Consultant and hosted by Herald Financial Group: Anthony Spangler, Brook Williams, Amanda Schulenberg, Rebecca Wise, Bridgit Holly, Ryan Rapp, Cheryl Berry, and Kay DeMito No products will be sold at this event. For additional disclosures, see Thrivent.com/social. No products will be sold. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Thrivent.com/disclosures. RSVP: Call 215-361-2810 or email Cheryl.berry@thrivent.com


Understanding how dividends, interest and capital gains are taxed can help you make smarter investment decisions. Get the basics here >> https://bit.ly/4j1GQWX

Understanding how dividends, interest and capital gains are taxed can help you make smarter investment decisions. Get the basics here >> https://bit.ly/4j1GQWX


What are common mistakes people make when investing? 1️⃣ Lacking diversification 2️⃣ Trying to time the market 3️⃣ Investing with your emotions 4️⃣ Ignoring fees and taxes For more mistakes to watch out for and smart strategies to consider: https://bit.ly/4cpFT8s

What are common mistakes people make when investing? 1️⃣ Lacking diversification 2️⃣ Trying to time the market 3️⃣ Investing with your emotions 4️⃣ Ignoring fees and taxes For more mistakes to watch out for and smart strategies to consider: https://bit.ly/4cpFT8s


Did you know 1 in 4 of today’s adults in their 20s may experience an illness or injury that prevents them from being able to work? Having disability income insurance can help replace income, preserve your savings and pay expenses in the event that you are no longer able to work. Learn more: https://bit.ly/4juYPoG

Did you know 1 in 4 of today’s adults in their 20s may experience an illness or injury that prevents them from being able to work? Having disability income insurance can help replace income, preserve your savings and pay expenses in the event that you are no longer able to work. Learn more: https://bit.ly/4juYPoG


Thinking of selling your home and renting during retirement? Whether you’re nearing retirement or already there, here are a few pros and cons to consider before making the move. 🏠 Owning provides stability, but home maintenance and the rising cost of utilities and insurance can be challenging. 🔑 Renting may offer greater flexibility and fewer responsibilities, but rising rents and housing uncertainty may pose a risk. Weighing your options? Let’s connect. Together, we can evaluate your goals, finances and future plans and determine the best path forward for you. See thrivent.com/social for important disclosures.

Thinking of selling your home and renting during retirement? Whether you’re nearing retirement or already there, here are a few pros and cons to consider before making the move. 🏠 Owning provides stability, but home maintenance and the rising cost of utilities and insurance can be challenging. 🔑 Renting may offer greater flexibility and fewer responsibilities, but rising rents and housing uncertainty may pose a risk. Weighing your options? Let’s connect. Together, we can evaluate your goals, finances and future plans and determine the best path forward for you. See thrivent.com/social for important disclosures.


Here are questions to consider when investing: ✔️ What are your financial goals? ✔️ How much can you afford to invest? ✔️ What is your risk tolerance? ✔️ How can you help ensure your portfolio is diversified for long-term growth? Understanding your financial goals and preferences can inform your strategy. Let’s set up time to discuss your investing goals and what you can do to reach them. See thrivent.com/social for important disclosures.

Here are questions to consider when investing: ✔️ What are your financial goals? ✔️ How much can you afford to invest? ✔️ What is your risk tolerance? ✔️ How can you help ensure your portfolio is diversified for long-term growth? Understanding your financial goals and preferences can inform your strategy. Let’s set up time to discuss your investing goals and what you can do to reach them. See thrivent.com/social for important disclosures.