Financial News and Articles with Caleb Whicker in Carmel IN

Insights

The differences between real estate, stocks, bonds & mutual fundsWondering what types of investments you should make? Learn more about the different options available and then let’s connect and discuss which ones may be right for you.

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.

🔎I recently began working with a business owner in his 60s who absolutely loves what he does. He isn’t looking to retire tomorrow — but he wants to retire well, both personally and in how he passes the business on. Through planning, we’ve helped him: 🔹 Increase 401(k) savings through the business — catching up on retirement goals and saving over $8,000/year in taxes 🔹 Reallocate his current investment portfolio to better align with his timeline and goals 🔹 Review and begin planning for extended care — the biggest potential risk to his financial future - while accomplishing additional tax savings 🔹 Start the business valuation process to lay the groundwork for a thoughtful and strategic transition ➡️ Retirement isn’t a finish line — it’s a transition that deserves clarity, care, and a plan. #financialplanning #financialadvice #retirement See thrivent.com/social for important disclosures.

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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.

Market uncertainty: Tariffs and economic policy drive volatilityUncertainty around economic and trade policies is weighing on confidence for both individuals and businesses. Read more from Thrivent's Chief Investment Strategist on current volatility and other market conditions.

2024 IRA contribution deadline: There's still time to maximize your savingsIt may be 2025, but you still have time to maximize your savings for the 2024 tax year. Explore how contributing to an IRA can help boost your retirement savings and find answers to the most common IRA questions.

Social Security Fairness Act: How the WEP & GPO repeal may affect your benefitsEarlier this year, the Social Security Fairness Act was signed into law. If you or a loved one has ever worked in the public sector, the SSFA may impact retirement income and prompt you to consider some strategy adjustments. Take a look at this resource for more information. If you’d like to discuss how this act may impact your retirement plans, let’s set up a meeting.

March 2025 Market Update: Volatility returnsThe early economic data for 2025 has shown volatility. Thrivent Asset Management discusses how this changes our outlook in the March Market Update.

5 simple retirement planning questions to ask yourselfLiving your best life post-retirement requires planning. Are you on track? Check-in with yourself using these questions. ⬇️

Thrivent Market & Economic updateGet Thrivent’s take on the post-election market, the future of artificial intelligence, inflation, employment and more during this quarter’s Market & Economic Update.

November 2024 Market Update: Stocks and bonds take a breathLearn why we think the economy is still slowing but see signs of growth stabilizing in the markets in Thrivent's November Market Update.

Is your retirement strategy built for the long run?A resilient retirement strategy accounts for the unexpected-including market volatility, inflation and extended care costs. Here are some steps you can take to protect your next chapter.

Basics of a financial plan: What it is & getting startedLet's pursue your financial goals, together. I 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. Disclosures: thrivent.com/social

August 2024 Market Update: Volatility surgesLearn why Thrivent Asset Management expects market volatility will continue through the remainder of the year in the August 2024 Market Update.

Have a fun and memorable 4th of July celebration!

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TCJA set to expire: Tax moves to consider if you're nearing or in retirementWith tax brackets changing at the end of 2025, now is a good time to tune-up your retirement strategy. Consider these tax moves to get started. 👇

How to avoid running out of money in retirement“Will I outlast my retirement savings?” It’s a common concern, but planning for retirement shouldn’t be a guessing game. Check out these four actionable steps to stretch your money further in retirement. 👇

The 5 Love Languages®️ by Dr. Gary Chapman - IndianapolisBe our guest for this special free event on July 19th! Learn about “The 5 Love Languages®️” live from Dr. Gary Chapman. Dessert is on us so come have a sweet time with your loved ones, get your book signed, and enjoy an evening of learning how to better connect with the people you care about most. This is a free event open to the public - invite a friend! Hosted by the Thrivent Member Network in partnership with Venture Christian Church. Very limited spots available! RSVP today: bit.ly/5chapman No products will be sold. Gary Chapman is not affiliated with or endorsed by Thrivent. The views Dr. Chapman expresses in this presentation are his own and not necessarily those of Thrivent or its affiliates. The material presented has been obtained from sources we believe to be reliable and is current. See additional disclosures at thrivent.com/social.

Do you need life insurance? Questions to ask yourself & your familyWondering how life insurance can benefit your loved ones when you’re gone? Here's a conversation guide to help you in planning for the unexpected. 👇 Together, we can make sure your family is covered for the future.

June 2024 Market Update: April showers brought May flowersStrong first quarter earnings helped boost the economy in May, but there is potential for additional market volatility. Learn more in Thrivent’s June 2024 Market Update.