Curious about annuities and how they can create a source of retirement income? There are two main stages of an annuity:
1) Accumulation Stage: This is when you invest and grow your savings. You can contribute a lump sum or make payments over time—whatever fits your financial situation.
2) Distribution Stage: Once you’re ready to start receiving income, you may choose how and when you receive the payouts, which could be paid for a set number of years or last a lifetime.
Together, we can discuss how an annuity may fit in your overall financial plan.
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Managing risks to your retirement savings doesn't have to be complicated. You can maximize your guaranteed income sources, prepare for market volatility and have a mindful withdrawal plan. Here are important things to consider: https://bit.ly/4idtvKz
If you'd like to discuss your unique retirement risk factors, let's set up a meeting.
How to invest for retirement: Account types & strategic moves
Investing for retirement takes planning, but it doesn't have to be complex. Once you know your retirement goals and investment style, you can make a solid, long-term plan for retirement. Let's connect to talk more about this important topic.
As retirement nears, it’s worth reevaluating your investments. Life changes can shift your goals, and revisiting your risk tolerance could help protect your savings.
Ready to ensure your investments align with your goals? ➡️ https://bit.ly/4hspAZT
Investing basics: The complete guide for beginners
Investing may seem complex, but learning the basics can help prepare you to take the next step. From terminology 101 to learning how to assess your risk tolerance, this guide will help give you a foundational understanding of investing. If you’d like to align your investments with your financial goals, let’s set up a meeting.
Spreading love can be as simple as sharing a warm smile or a kind word. Happy Valentine's Day.
Thrivent's 2025 Business Development Conference just wrapped! This annual gathering brings hundreds of financial advisors from across the country together for three jam-packed days of learning, growth and development. Discover all the ways Thrivent financial advisors are supported (and how you can attend next year’s conference): thriventcareers.com/41geTEt
#BDC25
Today we recognize the life and leadership of Dr. Martin Luther King Jr. What acts of service can you do in your community to honor his legacy?
Start the new year off with an investment in your health and wellness:
• hit the gym
• shop the produce aisles
• improve your work-life balance
• update your financial plan and stick with it >> https://bit.ly/3BZFDyZ
Let's connect if you'd like to have a discussion about your finances.
There’s still time to get your one-of-a-kind 2025 Thrivent calendar. The calendar features beautiful photography from Thrivent clients. Order your calendar today and discover a year filled with everyday blessings: https://bit.ly/4eBsNVe
Happy New Year! Wishing your family a very blessed 2025.
Merry Christmas to you and yours! Hope your day is filled with special moments and all your favorite traditions. 🎄
Teaching children about money starts within your home. Talking about money regularly and openly can help kids learn the basics about handling budgets and financial challenges.
