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. ⬇️
Market & Economic UpdateGet the latest economic and market data at [my/our] free Economic Update workshop on Apr 29th at Fort Worth Office. Find out Thrivent’s perspective on the economy and how it could affect your financial strategy. Register now: https://bit.ly/FWEconomicUpdate
No products will be sold.
Market & Economic UpdateGet the latest economic and market data at our free Economic Update workshop on Apr 28th at Allen Office. Find out Thrivent’s perspective on the economy and how it could affect your financial strategy. Register now:
https://bit.ly/DallasEconomicUpdate
No products will be sold.
Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere for the 14th year in a row. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity.
Learn more about this recognition: https://bit.ly/43B6P2o
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.
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 movesInvesting 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.
Retirement savings by age: How much should you have?Planning for retirement can seem like a long and complex journey. Knowing how much to save is a foundational piece of achieving your retirement goals—check out these planning milestones based on your age.
2024 IRA contribution deadline: There's still time to maximize your savingsIt may be 2025, but you still have time to maximize your savings for the 2024 tax year. Explore how contributing to an IRA can help boost your retirement savings and find answers to the most common IRA questions.
The 3 advantages of life insurance for childrenDid you know that purchasing life insurance for children while they are young is more beneficial than waiting until they are older? Here are 3 reasons to insure them now.
Have you ordered your 2025 Thrivent calendar yet? This unique calendar features photos submitted by Thrivent clients reflecting on life and their everyday blessings. Order yours today: https://bit.ly/4eBsNVe
Balancing today’s priorities with tomorrow’s goalsPlanning for the future can be overwhelming and stressful, but it doesn’t have to be. Working with a financial advisor can help you set and meet your financial goals through every stage of your life.
Take a look at how your financial needs and priorities can change in your 30s through retirement. ⬇️
Is your retirement strategy built for the long run?A resilient retirement strategy accounts for the unexpected-including market volatility, inflation and extended care costs. Here are some steps you can take to protect your next chapter.
Longevity risk: What it is & how to prepare for it in retirementA long life is a blessing to enjoy, but it also requires careful preparation. Living longer than expected (also known as longevity risk), can put pressure on your retirement savings. Here's how to protect your future. ⬇️
