News and Insights
Before retiring, consider ways you will spend your time that will keep you engaged and feeling good while providing a sense of purpose and accomplishment. How will you redirect the hours previously spent at work?
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Time to review the 2025 updates, together!
For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
The age at which you retire can have an enormous impact on your overall retirement income situation, so you'll want to make sure you've considered your decision from every angle. In fact, you may find that deciding when to retire is actually the product of a series of smaller decisions and calculations. Connect with us so we can go through these important details.
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
This is a lesson that Phil has learned personally. #tipoftheday
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Let's review these changes together.
See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
Learn more about our team by visiting our website!
https://connect.thrivent.com/capstone-financial-group
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Let's review the 2025 updates, together!
📱(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. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.
Prior to joining Thrivent, Phil worked at USAA insurance, focusing on the property and casualty side of financial services. He graduated from Austin College in Sherman, Texas, with a bachelor’s degree in economics. Phil also played baseball in college.
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. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
Happy New Year! Wishing your family a very blessed 2025.
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Learn more by reading this short article!
https://www.thrivent.com/insights/magazine/winter-2024/whats-happening-at-thrivent
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Wishing you a wonderful Christmas Eve. Let’s celebrate the miracle and hope of the season!
This holiday season, give yourself the gift that keeps on giving: financial confidence. Whether it's planning for retirement, saving for a big purchase, or just making sure you're covered for the unexpected, a solid financial plan can help you feel secure and confident. Reach out to learn how we can help you prepare for a prosperous 2025!
#HolidaySeason #FinancialWellness
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Qualified Charitable Distributions can be a smart way to give back during the season of gratitude. Reach out to us to learn how QCD's can potentially work in your strategy.
For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Melanie dressed up her dogs and attempted to take Christmas Card photos.
➡️Share your favorite Christmas Sweaters in the comments!
For more than 120 years, Thrivent has helped people build their financial futures and live more generous lives. Today, Thrivent is a Fortune 500 company, offering a full range of expert financial solutions, serving more than 2.4 million clients, as well as the communities in which they live and work.
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Melanie loves decorating for Christmas! This year she discovered her grandmother’s candy dish is the perfect ornament holder.
#FunFact: Veselé Vánoce means “Merry Christmas” in Czech. Did you know Melanie & Jesse are both of Czech bohemian descent? Melanie feels most connected to her culture around the holidays when she’s eating traditional food with family.
Have you considered Roth conversions? Let's analyze your options! Schedule an appointment to dive deeper into your personalized strategy.
#TaxPlanning #RothConversion #RetirementPlanning #FinancialFreedom
For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Even a small amount each month can make a huge impact over time. Let’s talk about easy ways to get started!
📱(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.
#RetirementPlanning #FutureYou
We hope everyone enjoyed their Thanksgiving with their loved ones.
This year looked a little different for Mike and his family as they went on a cruise!