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.
Estate planning for blended familiesHave you thought about how you’d like to leave behind your money and assets? Creating an estate plan in a blended family can be more complex, but in the end it may help your loved ones avoid probate, confusion and conflict.
Here are things to consider if you are creating an estate plan for the first time or need to update an existing one. ⬇️
Celebrating 20 years of Thrivent Asset Allocation FundsThrivent Asset Allocation Funds is celebrating its 20th anniversary! This milestone builds on over 50 years of Thrivent offering mutual funds to help clients achieve long-term growth.
If you’re looking for flexible, convenient investment solutions that evolve with life’s changes and your financial needs, let’s connect. Together, we can review your financial plan and support your investing goals.
Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere for the 14th year in a row. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity.
Learn more about this recognition: https://bit.ly/43B6P2o
Is winter weather still keeping you inside? ❄️ Use the time to check a few things off your list:
✅ Organize your financial documents
✅ Make a tax filing plan
✅ Understand how your taxes fit into your bigger picture
See thrivent.com/social for important disclosures.
I recently earned the Certified Exit Planning Advisor (“CEPA”) credential granted by the Exit Planning Institute.
This unique designation will allow me to advise business owner clients on how to successfully sell or transition their businesses and prepare to leave.
I am excited to apply this knowledge to the needs of my clients who own businesses. As we go through this process together, I can guide my clients toward achieving financial clarity, enabling them to move ahead with confidence.
See thrivent.com/social for important disclosures
I recently earned the Certified Exit Planning Advisor (“CEPA”) credential granted by the Exit Planning Institute.
This unique designation will allow me to advise business owner clients on how to successfully sell or transition their businesses and prepare to leave.
I am excited to apply this knowledge to the needs of my clients who own businesses. As we go through this process together, I can guide my clients toward achieving financial clarity, enabling them to move ahead with confidence.
February 2025 Market Update: A strong but volatile startThrivent’s latest market update shares our leadership’s views on the key risks the U.S. economy is facing.
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.
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.
How many times have you seen someone worry about finances while grieving the loss of a loved one?
With life insurance, families can protect their financial futures—so they can focus on grieving and healing together during times of loss.
Let’s connect and discuss how life insurance can be tailored to your needs.
See thrivent.com/social for important disclosures.
Wildfires across California have caused widespread devastation to homes, businesses and communities. Let’s send a message that help is on the way by volunteering or donating. For every $2 you donate through Thrivent's online giving platform Thrivent will add $1. Thrivent will also pay all the processing fees so 100% will go directly to the cause.
Learn how you can amplify your impact: https://bit.ly/3Wg8iGV
"Today in the town of David a Savior has been born to you; he is the Messiah, the Lord." - Luke 2:11
Merry Christmas! We rejoice in the birth of Jesus, the greatest gift the world ever received.
Summer financial tip coming in hot: Start planning for the holidays now. Tickets are cheaper. You’re more relaxed. And planning by the pool when school’s out is much easier than it will be later this year when you’re slammed with school and work events.
Here’s a simple summer financial tip: Take advantage of hot interest rates! 🔥☀️
If you have money in a checking account or other low-interest investment, consider moving it to a high yield savings account or CD where it can earn more. Always nice to earn a little extra by doing (almost) nothing! 😎
The average person will spend 90,000 hours at work over a lifetime. Where will you spend your 90,000? Discover a purpose-driven career and values-based culture at Thrivent.
Explore the Thrivent financial advisor role: thriventcareers.com/4bDhYAD
Source: Jessica Pryce-Jones, Happiness at Work
Thrivent Multi-Year Guarantee Annuity™️Want growth you can count on? Get a locked-in interest rate for the guarantee period you choose – either 3, 5, 7 or 9 years – with Thrivent’s Multi-Year Guarantee Annuity.
For more information, let's connect today.
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Thrivent Multi-Year Guarantee Annuity™️When you're looking for solutions that help offer predictability and security – especially in an uncertain market – your options aren't just limited to CDs, high-yield savings accounts and traditional fixed annuities. Thrivent's Multi-Year Guarantee Annuity is another strong option.
See how much you could earn and view the current rates.
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Happy to share that Thrivent has been named to Fortune magazine’s Fortune 500 List for the 30th consecutive year! Honored to be part of this organization whose financial strength and stability is guided by purpose and good stewardship.
