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.👇
What is a multi-year guaranteed annuity (MYGA) & how does it work?Which one of the following tools have you used to help add predictability to your portfolio during periods of market uncertainty?
1. Certificate of deposit (CD)
2. High-yield savings account
3. Multi-Year Guarantee Annuity (MYGA)
If you’ve never heard of a MYGA before, you’re not alone. Let’s explore what it is and how it might work for you.
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Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™.
This single premium fixed deferred annuity offers:
• Dependable interest
• Tax-deferred earnings
• Protection from market risk
Contact me today if you want to discuss if this is right for you.
For additional interest rates and other important information: https://bit.ly/4fFumVI
See thrivent.com/social for important disclosures.
Building a business often means sacrificing your time, energy—and even your financial security—to bring your vision to life. That's why personal financial planning is so important, especially early on.
Early-stage entrepreneurs may face:
✅ Unpredictable income
✅ Tax complexity
✅ Blurred lines between personal and business finances
✅ High debt levels
✅ Difficulty saving for the future
A thoughtful plan can help protect what you're building and support your long-term goals. Not sure where to start? Let's talk. Together, we can create a financial plan that helps you grow your business with confidence.
See thrivent.com/social for important disclosures.
Wealth transfer strategies: How to leave assets to your loved onesPassing on assets is more than drafting a will—it’s an opportunity to share the beliefs and goals that shape your legacy. By planning now, your legacy is shaped by intention, not left to chance. Let’s schedule time to connect and help ensure your values carry forward in a lasting way.
Life insurance checkupDoes your life insurance still fit your life? A lot can change over time. Here’s when to consider a review and what it could uncover. ⬇️
June 2025 Market Update: Confidence reboundsThe mixed economic data of May highlighted our economy is still slowing. Read Thrivent Asset Management's thoughts on how our outlook has changed in the June market update.
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.
Gifting money and assets to your grandchildren requires careful planning. Learn more about tax implications, gifting limitations and other considerations when it comes to gifting to grandchildren: https://bit.ly/4ddhWlb
Have you thought about business succession planning? What happens when you retire? Here are some things to consider when planning for the future: https://bit.ly/3YiOC6S
Investing in volatile markets: Smart strategies for confident investingMarket volatility can be hard to predict and difficult to navigate. During these times, having the guidance of a qualified professional can make a difference. Let’s connect and make sure you have back-up plans for periods of economic growth and strain.
