Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
Help your money last in retirementA long life is a gift—let’s help make sure your finances can keep up. Start by building financial resilience against inflation, market swings, and rising health and care costs.
Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO
5 financial risks (and how to adapt your financial plan)Are you prepared for financial changes? With proactive planning and flexible strategies, you can manage risks and habits that could impact your financial plan. Learn more about protecting your finances from what-ifs. ⬇️
Investing in volatile markets: Smart strategies for confident investingMarket volatility can be hard to predict and difficult to navigate. During these times, having the guidance of a qualified professional can make a difference. Let’s connect and make sure you have back-up plans for periods of economic growth and strain.
Is early retirement right for you?Curious how you can start your retirement sooner? Depending on your current income and expenses, it's possible. Here are things to keep in mind when considering if early retirement is right for you. ⬇️
Enjoy retirement income without the guessworkYou've spent years building your retirement nest egg—now let's make it work for you. Let's discuss how to turn your savings into steady, reliable income that lasts.
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.
Make generosity central to your estate plan.
Get guaranteed income for the rest of your life and know the charity or organization you care about will be taken care of when you pass.
That’s the power of a charitable gift annuity.
Plus, it could help reduce income, estate and inheritance taxes.
Guarantees based on the financial strength and claims paying ability of the product’s issuer. See thrivent.com/social for important disclosures.
Thrivent Market & Economic updateGet our investment leaders’ thoughts on inflation, employment and the geopolitical environment during this quarter’s Thrivent Market & Economic Update.
Multi-year guaranteed annuity (MYGA) vs. certificate of deposit (CD)Certificates of deposit and multi-year guarantee annuities can both help offer predictability to your portfolio, particularly in an uncertain market. Here’s how to know which might make sense for you.
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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.
Life insurance & living benefits: Ways to use permanent life insuranceDid you know there are more ways permanent life insurance can be part of your financial plan? Here are 5 living benefits of life insurance.
August 2024 Market Update: Volatility surgesLearn why Thrivent Asset Management expects market volatility will continue through the remainder of the year in the August 2024 Market Update.
Thrivent ranked among Barron’s Best Fund FamiliesThrivent Mutual Funds was ranked among Barron’s Best Fund Families of 2023. Learn more about this ranking. 👇
Multi-year guaranteed annuity (MYGA) vs. certificate of deposit (CD)Certificates of deposit and multi-year guarantee annuities can both help offer predictability to your portfolio, particularly in an uncertain market. Here’s how to know which might make sense for you.
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Life insurance for estate planning: 5 things it can help you accomplishDid you know permanent life insurance can support a range of estate planning goals?
From paying down estate taxes to creating generational wealth, here are 5 ways it can help support your legacy. 👇🏼
Wealth transfer strategies: How to leave assets to your loved onesRemember, wealth transfer isn’t just about money and assets; it’s about passing down your values and aspirations.
Let’s work together to create a lasting legacy. 👇🏼
An act of love: Tips for aging parentsHelping your loved ones understand your end-of-life plan can alleviate their future stress.
Here are some tips to guide you in deciding when and how to initiate this essential conversation. 👇
