Your financial strategy—and how you structure it—has tax implications that are worth considering now, not just when it comes time to file your taxes. A balance of assets that are taxed now, taxed later, or taxed never can help you leave more to the people, places and causes you care about. For disclosure information, see thrivent.com/social.
There's still space available at our free [8/18/2021] workshop, Financial Foundations: Investing for Retirement, where you’ll learn how to build a strong and adaptable financial strategy. No products will be sold. [https://us02web.zoom.us/meeting/register/tZIqduCrpj4rHNJieUgiWCcaly-LbtDmsDzW]
Join us for Financial Foundations: Investing for Retirement, to learn how to build the retirement you want. No products will be sold. Join us August 18th at 7:00 by clicking the link to register.
(https://us02web.zoom.us/meeting/register/tZIqduCrpj4rHNJieUgiWCcaly-LbtDmsDzW0)
How do I know if I need life insurance?Four life insurance questions you may want to ask yourself. These four questions helped a family make a timely decision.
Want to learn a proven approach to retirement that is tailored to your priorities?
Join us for a free special event on Aug. 12th or 17th with national financial expert Tom Hegna, author of Paychecks and Playchecks: Retirement Solutions for Life. Reserve a spot for you and a guest today. https://bit.ly/3hHRqoG
No products will be sold. For additional disclosures, see Thrivent.com/social.
Updating Your Life Insurance: 7 Life Events That May Affect Your CoverageIf you’re in one of these 7 life stages, it may be time to update your life insurance
coverage.
What if budgeting could feel more manageable—and even enjoyable? Use Money Canvas, a free Thrivent program, to access visual learning tools and game-like experiences to help you set achievable goals and stay accountable to reach
them. Visit thrivent.com/moneycanvas.
Blueprint to better prepare for retirementRetirement is one of the biggest life decisions you’ll ever make. And it comes with plenty of questions. Help bring your vision of retirement to life with these 8 steps. ☟
Imagine your career meaning more by becoming a financial advisor. In this role, you’ll have the opportunity to make an impact, earn an attractive income and get the support you need to help you succeed. We’re hiring financial advisors in Janesville. Let’s connect today, and if you know anyone who may be interested, please share this opportunity with them: thriventcareers.com/meaningful-work
Thrivent Wins 2 Lipper Awards in 2021Sharing some great insight from Thrivent’s chief investment officer: How Thrivent’s long-term investment view helped lead to its success, winning two Lipper Awards in 2021.
Looking for ways to support front-line workers through a virtual or socially distanced Thrivent Action Team? Create snack kits to support local vaccine and testing sites, or write thank you cards. Check out more ideas here: https://bit.ly/3sEx82h
A 7-Point Financial Checklist for New ParentsStarting a family can come with a lot of uncharted financial territory. Use these 7 key steps to help you determine what’s needed so you can stay focused on enjoying this new stage of life.
If you have life insurance through your employer, it may not be enough to cover the financial needs of your loved ones. Let’s talk more about your coverage and identify any gaps you may want to fill. #HelpProtectOurFamilies
(If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited.)
Want to understand how taxes might affect your retirement? Join us March 23 at 12:30pm & 6:30pm for our Savvy Tax Strategies webinar that will provide a fundamental overview of the topic, including:
-The critical tax question you must answer before retirement.
-The Social Security “tax trap,” and ways to avoid it.
-Mistakes to avoid when it comes to your investment portfolio, health care, and estate.
Reserve your virtual seat here! http://bit.ly/SavvyTax
No products will be sold at the event. For additional information, see Thrivent.com/social
What safeguards have you put in place to help your family navigate the unexpected? If you’d like to explore your options, let’s connect. #HelpProtectOurFamilies
(If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited.)
Join us next week for our free workshop, Social Security: Timing Is Everything. Find out how you can optimize Social Security and know how much you can expect to receive from other income sources. No products will be sold.[https://bit.ly/SocialSecurityFeb22]
Build a Healthy Financial Relationship with Your Boomerang ChildA recent study shows that more young adults are moving back home with their parents. If your empty nest is no longer empty, use these tips to help sort through how to support your children.
Smart Strategies for Grandparents Funding College CostsGrandparents are contributing more to their grandchildren's education than ever before. If you’re one of them, here are some considerations to help make the most of your support—for both your benefit and your grandchild’s. ☟
