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I've got valuable information and resources to share. Explore away! And check back often.

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Wealth transfer

You’ve worked hard to build a life you love—now it’s time to decide what your money is meant to do. How it’s set up today is already shaping what reaches the people and causes closest to your heart tomorrow. Take a closer look at your money, so it can support your life now and benefit those you care about.

Maximize your impact with a financial strategy that minimizes taxes.

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Thinking about purchasing an annuity and want to learn more? Start with these 3 resources:​ 1) Discover annuity basics: https://bit.ly/4goM2pe 2) Learn how annuities are taxed: https://bit.ly/4ozlVOi 3) Explore different types of annuities: https://bit.ly/4vRyUgO ​ Feel free to reach out with any questions you might have as you research. Here to be a resource for you.

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Thinking about purchasing an annuity and want to learn more? Start with these 3 resources:​ 1) Discover annuity basics: https://bit.ly/4goM2pe 2) Learn how annuities are taxed: https://bit.ly/4ozlVOi 3) Explore different types of annuities: https://bit.ly/4vRyUgO ​ Feel free to reach out with any questions you might have as you research. Here to be a resource for you.

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Have you thought about which assets are meant for living today and which ones you hope to pass on? Let’s connect to explore what each piece is supporting today and how it could show up for the people and causes you care about. See thrivent.com/social for important disclosures.

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Have you thought about which assets are meant for living today and which ones you hope to pass on? Let’s connect to explore what each piece is supporting today and how it could show up for the people and causes you care about. See thrivent.com/social for important disclosures.

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The great wealth transfer: What baby boomers need to know

Trillions of dollars are expected to pass to the next generation in what’s being called the great wealth transfer. Taking time to think about how you’d like your assets to be passed on can bring greater clarity for you and the people and causes you care about. It can also help you: • Align your assets with what matters most. • Set clearer expectations for loved ones. • Reduce uncertainty with intentional planning. Discover how to help secure your legacy for your loved ones ⬇️

Use estate planning, trust strategies and tax‑smart moves to pass wealth with clarity and set future generations up for lasting security.

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Discover how strategies like dollar-cost averaging and diversification can help you avoid these common investing mistakes: https://bit.ly/4op2W9k

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Discover how strategies like dollar-cost averaging and diversification can help you avoid these common investing mistakes: https://bit.ly/4op2W9k

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An investment portfolio is a mix of assets and usually includes stocks, bonds and other securities. Choosing the right combination of assets for your portfolio can help you meet your needs and enjoy life to the fullest. But which assets do you pick and how do you get started? Find out here: https://bit.ly/4xlH3vs ​ Interested in creating an investment portfolio that meets your needs? Let’s set up a meeting.

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An investment portfolio is a mix of assets and usually includes stocks, bonds and other securities. Choosing the right combination of assets for your portfolio can help you meet your needs and enjoy life to the fullest. But which assets do you pick and how do you get started? Find out here: https://bit.ly/4xlH3vs ​ Interested in creating an investment portfolio that meets your needs? Let’s set up a meeting.

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"Rejoice in the Lord always. I will say it again: Rejoice!" - Philippians 4:4

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"Rejoice in the Lord always. I will say it again: Rejoice!" - Philippians 4:4

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"He is before all things, and in him all things hold together." - Colossians 1:17

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"He is before all things, and in him all things hold together." - Colossians 1:17

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One of the biggest barriers to feeling confident about your investments can be not knowing some of the terms involved. This article helps break down investing basics—from stocks and bonds, to diversification and risk tolerance—in an easy-to-understand way: https://bit.ly/4vNRzdE

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One of the biggest barriers to feeling confident about your investments can be not knowing some of the terms involved. This article helps break down investing basics—from stocks and bonds, to diversification and risk tolerance—in an easy-to-understand way: https://bit.ly/4vNRzdE

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This beginner-friendly guide breaks down the components that can make up your portfolio like stocks, bonds, ETFs and more: https://bit.ly/4xlH3vs ​ And if you want to talk one-on-one about creating an investment portfolio that fits with your goals and risk tolerance, let’s chat.

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This beginner-friendly guide breaks down the components that can make up your portfolio like stocks, bonds, ETFs and more: https://bit.ly/4xlH3vs ​ And if you want to talk one-on-one about creating an investment portfolio that fits with your goals and risk tolerance, let’s chat.

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For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

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