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Here are the states that I am currently licensed in! If you aren’t one of those highlighted, I’d be glad to get licensed in your state too! . . . Disclosures: Thrivent .com/social
Here are the states that I am currently licensed in! If you aren’t one of those highlighted, I’d be glad to get licensed in your state too! . . . Disclosures: Thrivent .com/social
Met with a couple who recently got married Here's the situation 👇 → Maxing out Roth IRA & HSA → Maxing out pre-tax 401k → Own their home with a 2.5% mortgage → Have extra cash on hand Here are the questions we're helping them plan around: 🗣️ "Should we switch my 401k contributions to Roth?" 🗣️ "Should our HSA funds be in cash or invested?" 🗣️ "Is it a good idea to turn our primary residence into a rental with these interest rates?" 🗣️ "What should we do with extra cash on hand?" 🗣️ "Which health insurance plan should I go on?" 🗣️ "Is there a way to save for kids college before they are born?" . . . Disclosures: Thrivent .com/social
Met with a couple who recently got married Here's the situation 👇 → Maxing out Roth IRA & HSA → Maxing out pre-tax 401k → Own their home with a 2.5% mortgage → Have extra cash on hand Here are the questions we're helping them plan around: 🗣️ "Should we switch my 401k contributions to Roth?" 🗣️ "Should our HSA funds be in cash or invested?" 🗣️ "Is it a good idea to turn our primary residence into a rental with these interest rates?" 🗣️ "What should we do with extra cash on hand?" 🗣️ "Which health insurance plan should I go on?" 🗣️ "Is there a way to save for kids college before they are born?" . . . Disclosures: Thrivent .com/social
Happy Leap Year! This is your reminder that if you are born on a leap year, instead of being able to access your retirement accounts at 59 ½, you actually have to wait till you're 238! . . P.S. This is satire and there is no accuracy to the claim above. . . Disclosures: Thrivent .com/social
Happy Leap Year! This is your reminder that if you are born on a leap year, instead of being able to access your retirement accounts at 59 ½, you actually have to wait till you're 238! . . P.S. This is satire and there is no accuracy to the claim above. . . Disclosures: Thrivent .com/social
Happy Leap Year! This is your reminder that if you are born on a leap year, instead of being able to access your retirement accounts at 59 ½, you actually have to wait till your 238! . . . P.S. This is satire and there is no accuracy to the claim above. Disclosures: Thrivent .com/social
Happy Leap Year! This is your reminder that if you are born on a leap year, instead of being able to access your retirement accounts at 59 ½, you actually have to wait till your 238! . . . P.S. This is satire and there is no accuracy to the claim above. Disclosures: Thrivent .com/social