News and Insights
Tax diversification = more control over your future income and tax brackets.
#TaxStrategy #RetirementPlanning #SmartInvesting
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While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.
Let’s work on building resilience into your portfolio.
#RetirementPlanning #RiskMitigation #InvestSmart
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Have you covered your bases? Let’s talk.
#RiskManagement #PlanForTheUnexpected #SmartMoneyMoves
For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
Let's navigate changes in your financial journey with confidence.
📱(866) 561-2331
For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Even when you retire, inflation continues to rise. This is why it's essential for your retirement plan to incorporate strategies aimed at preserving your purchasing power over time.
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That’s why having our team in your corner is a game-changer.
(866) 561-2331
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Because every great comeback starts with a new day.
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#StrongerTomorrow #FinancialResilience #NewBeginnings
Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.
Just finished taxes? Great! Now is the best time to use that info for smarter planning—whether it’s investing a refund, increasing retirement contributions, or adjusting withholdings.
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While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.
Annuities aren’t one-size-fits-all, and a strategy tailored to your timeline and goals matters most.
#MythBustingMonday #Annuity
For more information, see Annuities (thrivent.com). Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
Guided by your goals and values, I'll use my industry experience to help you plan for a more confident financial future.
📱 (866) 561-2331
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Creating a financial strategy helps you live boldly today — and leave behind a future your #family and #community will be proud of.
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Together, we can discuss which annuity type is the right fit for your financial goals.
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By working with a CAP®️-certified advisor, you get:
✅ Expert guidance on charitable giving & legacy planning
✅ Strategies to maximize tax benefits & impact
✅ A personalized roadmap to align wealth with purpose
For disclosure information, see thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.
Thinking about creating a giving plan? Let's connect!
📱(866) 561-2331
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #finance #livegenerously
Schedule an appointment to review your finances.
📱(866) 561-2331
https://connect.thrivent.com/capstone-financial-group
For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
#finances #wealth #financialfreedom #tipoftheday
Risk tolerance varies from person to person and often changes throughout your life. It’s important to understand your risk tolerance so you can select investments that are most right for you.
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Effective planning begins with an understanding of the various types of income.
📱(866) 561-2331
While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. For disclosure information, see thrivent.com/social
WOW!!! Can you believe these numbers? Total financial impact of over $26.1 million, along with over 423,969 volunteer hours contributed by our clients.❤️❤️ #livegenerously
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As a Thrivent member, you gain access to numerous benefits that offer compassionate care, support, and stability during life events.
https://www.thrivent.com/insights/magazine/spring-2025/the-power-of-membership
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