Join us next Tuesday, September 10 for 21st Century Medicare Planning with expert Emily Gang, for tips you can use before you're eligible for Medicare and after you're enrolled.Register here: https://bit.ly/3MutFPzNo products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See Thrivent.com/social for additional disclosures.
401(k) Rollovers: The Complete GuideWhether you're changing jobs or eyeing retirement, understanding your 401(k) rollover options can help you navigate this crucial decision with confidence. Let’s start a conversation to break down what a 401(k) rollover entails, explore your options, and weigh the pros and cons.For disclosure information, see Thrivent.com/social. There may be benefits to leaving your account in your employer plan, if allowed. You will continue to benefit from tax deferral, there may be investment options unique to your plan, fees and expenses may be lower, plan assets have unlimited protection from creditors under Federal law, there is a possibility for loans, and distributions are penalty free if you terminate service at age 55+. Consult your tax professional prior to requesting a rollover from your employer plan.
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.Disclosures: thrivent.com/social
The Importance of Emergency Funds and How to Build YoursLife is unpredictable, and a financial strategy must be flexible enough to accommodate unexpected twists and turns. An emergency fund provides the flexibility to adapt to changing circumstances without derailing one’s overall financial strategy.For disclosure information, see Thrivent.com/social.
August 26th is #NationalDogDay! Today is a perfect opportunity for dog lovers all over the world to celebrate our furry family members. Foster love and kindness through ownership, adoption, or volunteering at a local animal shelter. Share a favorite photo of your lifelong companion below!
Fun fact Friday: While income and wealth contribute towards life satisfaction, it’s not the size of income, but rather the perceived financial situation and control over life that seem to make us happier.
Five Things You Must Do to Retire With ConfidenceGet guidance strategizing your savings and learn how much you need to sustain your lifestyle to retire comfortably. Let’s connect to explore your retirement roadmap.For disclosure information, see Thrivent.com/social.
When Should Parents Start Saving For College?Whether your child is an infant or a teen, there is no better time to start saving for college than now. Fortunately, there are plenty of ways to get started wherever you're at — and Crane Financial Group of Thrivent is here to help.For disclosure information, see Thrivent.com/social.
Understanding Financial WellnessFinancial wellness is a relative measure of how well a person manages their financial life. Improving financial wellness is about practicing better money habits, setting goals, and taking steps to achieve them—all with the aim of improving your overall quality of life.
August 17th is #NonprofitDay! Today we recognize philanthropic organizations’ ongoing efforts to serve our local and global communities. This day celebrates the power of working together for the common good. Let’s build a better tomorrow together! #LiveGenerously
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.
August 14th is a day to celebrate and spread financial awareness—it's National Financial Awareness Day! From employing personal savings strategies to planning for a comfortable retirement, today encourages individuals to focus on the importance of fostering savvy money management skills.
How To Save Big on Back-to-School ShoppingBack-to-school season is one of the most significant shopping events for consumers and retailers alike. Click below for expert tips to simplify and save on back-to-school necessities.
At Thrivent, we’re committed to helping our clients live more generous lives. And we believe our Live Generously®️ T-shirts help represent your heart for generosity. That’s why we’re excited to share the new Live Generously T-shirt designs. Check out the design options and vote at thrivent.com/theshirt.NOW - Friday, August 16th, share this opportunity with your friends, family and those you volunteer with to ensure everyone gets to vote!No products will be sold. For additional disclosures see Thrivent.com/social.
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.
Celebrate National Wellness Month throughout the entire month of August. It's time to prioritize your self-care, reduce stress, and create healthier habits to feel like your best self. Building a healthy relationship with money is an important virtue to achieving wholesome wellness. Take this month as an opportunity to begin creating and integrating healthy spending habits into your daily life.
