Spring is a chance to refocus on what’s really important to you. In this season of new beginnings, how can you limit distractions and seek true renewal?
Parenting is: contributing to their 529 college savings plan even when you find them like this. Need help getting started? Let’s set up some time to talk.
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A proactive approachIf you want to avoid tax surprises in retirement, it helps to implement tax efficient strategies into your financial plan. George and Judy became Thrivent clients in 1968 to prepare for their financial futures. Learn more about their proactive approach and the different ways you can be more tax efficient.
What is a deferred annuity & how does it work?Curious if a deferred annuity might be a fit in your retirement strategy? Here are some of its possible benefits:
👉 Builds income for retirement
👉 Investment flexibility
👉 Tax savings potential
👉 Extra rider benefits
For more information on deferred annuities, take a look at this article. Let’s connect if you want to discuss how an annuity could help you reach your retirement goals.
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.
Life insuranceWho do you want to provide for today and tomorrow? Having the right amount of coverage and type of life insurance for your situation can make all the difference, when the unexpected happens.
Learn more about Thrivent’s insurance solutions. ⬇️
Have you ordered your 2025 Thrivent calendar yet? This unique calendar features photos submitted by Thrivent clients reflecting on life and their everyday blessings. Order yours today: https://bit.ly/4eBsNVe
The holiday season is a great time to give back. Let’s connect and discuss ways you can amplify your impact and maximize your tax benefits when giving.
Here are resources to help you plan, give and grant: https://bit.ly/3XX4Hh4
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How do taxes on Social Security work?Wondering how and if you will be taxed on your Social Security income? It depends on your income and filing status. Let’s connect and discuss how to be strategic about where you pull your retirement income from. There’s potential you may be able to reduce the amount of taxes you owe on Social Security.
Balancing today’s priorities with tomorrow’s goalsPlanning for the future can be overwhelming and stressful, but it doesn’t have to be. Working with a financial advisor can help you set and meet your financial goals through every stage of your life.
Take a look at how your financial needs and priorities can change in your 30s through retirement. ⬇️
Basics of a financial plan: What it is & getting startedLet's pursue your financial goals, together. We 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.
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Navigating open enrollment: 5 ways to make the best choices for your familyWith open enrollment season beginning soon, make sure to review the current plans you’re enrolled in with your employer and assess if they still meet your current needs. This guide is a helpful starting point to help you consider what changes are needed.
3rd Quarter 2024 Market Review: Monetary policy turnsRead Thrivent's quarterly market review, covering third quarter's rocky start with rising volatility, and July’s employment data that shocked markets, casting doubt on a soft landing.
It’s a powerful thing to see Thrivent clients come together in times of great need. Join us in supporting victims of Hurricane Helene and Hurricane Milton. Thrivent increased the match to $750,000 so when you give to hurricane relief efforts, Thrivent will add $1 to every $2 you donate through the online giving platform to our featured organizations. Thrivent also pays all processing fees, so 100% of your donation goes directly to the cause. To help today, visit https://bit.ly/4f0Ki1I.
4th Quarter 2024 Market Outlook: Coming out of the turnLearn why Thrivent Asset Management leadership considers the risk of a recession unlikely in the 4th Quarter Market Outlook.
Make the most out of your empty nestIt’s a milestone to celebrate when your children are adults and no longer financially dependent on you. But now what? From rebalancing your budget to reviewing your savings strategy, take a look at these tips to refocus your finances now that your nest is empty.
Hurricane Helene caused widespread destruction in multiple states and your support can provide hope to the individuals and communities most impacted. For every $2 you donate through Thrivent’s online giving platform, Thrivent will add $1 and pays all the processing fees, so 100% of your donation goes directly to the cause. To help today, visit https://bit.ly/3ZL630O.
