Estate planning guide: Essential documents & checklistAs you plan for the future, consider how you want to leave a legacy for the ones you love. This guide provides a checklist of things you’ll want to include in your estate plan, a list of important documents to consider and frequently asked questions. ⬇️
A valued Thrivent member hosted a Thrivent Action Team in celebration of Koinonia Service Day. Forty-five student groups of Concordia Lutheran High School Koinonia Ministry spent the day volunteering, offering their support to more than 35 organizations located within the Fort Wayne region. Whether sorting clothes or restocking a local food pantry, students contributed their time and efforts to making a lasting impact on those who need it most. #MemberMonday #LiveGenerously
With the end of Daylight Saving Time, clocks will soon "fall back" one hour this Sunday, November 5, 2023, at 2:00 AM. A gentle reminder to check your smoke and carbon monoxide detector batteries when you're resetting those clocks.
Celebrated every November, National Family Caregivers Month is a time to recognize and honor the deeds of family caregivers across the country. Join Clarity Financial Group in showing our appreciation for the selfless individuals who provide essential care and support for their loved ones. #ThankACaregiver
Trick or treat! Wishing you a happy Halloween full of spooky fun, lots of treats, and hopefully very few tricks, from Clarity Financial Group of Thrivent.
Three Strategies to Build Wealth and Secure Your Financial FutureWhen you start investing for your future, the possibilities can seem overwhelming. While it’s important to maintain diversity in your investments, some options are going to work better for client’s individual needs. At Clarity Financial Group of Thrivent, our skilled team of professionals are here to offer insightful guidance as you embark on your path to wealth accumulation and financial security.For disclosure information, see Thrivent.com/social. Investing involves risk, including the possible loss of principal. The content published should not be considered as a recommendation, advertisement, endorsement or advice regarding specific products and services.
Welcome to Clarity Financial Group of Thrivent! https://bit.ly/3QcyePNOur team of skilled professionals will help you discover the opportunities that are available when you take a proactive approach to your unique financial situation. At Clarity Financial Group, we are dedicated to helping clients gain a better understanding of the financial concepts behind retirement planning, investing, insurance, estate planning, wealth preservation, and more.Contact us today to help bring clarity to your financial situation (260) 442-3611.For disclosure information, see Thrivent.com/social.
Benefits of Doing Roth IRA Conversions Early in RetirementRetirement is a stage of life just like going to college or having children. At Clarity Financial Group of Thrivent, we recognize the importance of having a well-thought-out plan for how to optimally fund those golden years. Allow our team of professionals to help determine if an IRA Roth conversion is right for you.For disclosure information, see Thrivent.com/social.
October 24th celebrates Make a Difference Day! Whether volunteering in your local community for a not-for-profit organization or saying a kind word of support to someone who needs it the most, your contributions are invaluable. How can you #MakeADifference?
The Free Application for Federal Student Aid — commonly known as the FAFSA — has been extensively redesigned for the 2024‒2025 school year. The new, simplified FAFSA contains a number of changes that will affect the calculation of financial need for low-, middle-, and high-income students. Learn more about what’s in store for the Financial Aid Application Process here: https://bit.ly/3PEfB75.For disclosure information, see Thrivent.com/social.
4th Quarter 2023 Market Outlook: Entering the turnThe stress of higher interest rates is beginning to take its toll on the economy. Under these conditions, bonds have become increasingly attractive. Read Thrivent's 4th Quarter 2023 Outlook for more.
What's happening at Thrivent: Fall 2023Exciting news at Thrivent this Fall 2023! 🍁🖥️ Enhanced Online Experience: Thrivent.com has a fresh look, making it easier to manage your accounts. Expect improvements like quick access to actions, simplified Thrivent Choice®️, and more for Mutual Funds. The rollout is ongoing.🏆 Gold Stevie®️ Award: Thrivent wins Company of the Year for its financial performance and purpose-based approach.📈 Strength and Stability: Top rating agencies, like AM Best, S&P Global Ratings, and Moody’s Investor’s Service, reaffirm our financial strength.Dive deeper into what's happening at Thrivent this Fall. 👇#Thrivent #FinancialStability #ClientEmpowerment
There’s still time to attend our free online workshop, Navigating Awkward Financial Conversations with Erin Lowry, on October 17th at 1:00 and 8:30 PM EDT or October 19th at 8:30 PM EDT to get tools you need to initiate awkward money conversations with your loved ones.Register today: https://bit.ly/3BLRT2eNo products will be sold at this event. For additional disclosures, see Thrivent.com/social.
October 16th through October 22nd is National Estate Planning Awareness Week! Through careful planning, you can feel confident that your assets will be passed onto loved ones at the time you choose, with as little impact from taxes as possible. At the Thrivent office of Clarity Financial Group, we’re here to help.For disclosure information, see Thrivent.com/social.
October recognizes Extended Care Planning month! The annual observance encourages individuals to consider their potential need for such specialized services down the road. Having a strategy in place before care is needed provides a way to safeguard your savings, while reducing the burden that’s placed on loved ones.For disclosure information, see Thrivent.com/social.
Creating a healthy relationship with money is so important as it affects nearly every decision we are faced with. #NationalSavingsDay on October 12th encourages individuals to reflect on their saving and spending habits and ways which you can seek areas of improvement. At Clarity Financial Group of Thrivent, our priority is to help offset the stress, uncertainty and worry, that often comes with creating and implementing a unique savings strategy.For disclosure information, see Thrivent.com/social.
Want help talking to your parents, adult children, or partner about money? Join Clarity Financial Group on October 17th at 1:00 and 8:30 PM EDT or October 19th at 8:30 PM EDT for a free online workshop, for a free online workshop, Navigating Awkward Financial Conversations with special guest Erin Lowry.Register today: https://bit.ly/3BLRT2eNo products will be sold at this event. For additional disclosures, see Thrivent.com/social.
Join Clarity Financial Group for an upcoming “Golden Strategies” webinar. Register today to learn about managing your retirement income and assets, estate planning and tax efficient investing from our special guest speaker.3 SessionsTuesday, October 10, 2023 at 7:00 PM EDTWednesday, October 11, 2023 at 12:30 PM EDTThursday, October 12, 2023 at 7:00 PM EDTRSVP at https://bit.ly/3BLRT2eNo products will be sold. For more information visit Thrivent.com/social.
