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What are you celebrating this Holiday Season? "And the Word became flesh and dwelt among us, and we have seen his glory, glory as of the only Son from the Father, full of grace and truth" (John 1:14). Merry Christmas everyone!
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Does your retirement plan need a boost? Reach out to discuss catch-up contributions after age 50 and how I can help you reach your retirement goals. See thrivent.com/social for important disclosures.
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Is college getting closer, but your savings aren’t where you’d hoped? With a clear plan, you can still make meaningful progress. Here are some strategies to help you close the gap and move forward with confidence: https://bit.ly/4lmnVpW
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It’s hard to believe the year is already winding down! While shopping, baking and holiday gatherings may be at the top of your to-do list, don’t forget to carve out time for a year-end financial checkup. Taking these 6 steps now can help you minimize your taxes, strengthen your savings and start the new year on solid footing. 👉 If you’d like personalized guidance, let’s connect. See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
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"The LORD is my shepherd, I shall not want." (Psalm 23:1 NASB95)
7 ways to help reduce your taxable income
7 ways to help reduce your taxable incomeSeeing your hard-earned money go towards taxes can be frustrating. However, there are ways you can help reduce your tax burdens and become more tax efficient. ⬇️​
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6 year-end financial tasks
6 year-end financial tasksThe hustle and bustle of the holiday season can distract us from other action items on our checklist. End the year on a strong note by refocusing on your finances. Take a look at these tasks to complete before Dec. 31.
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"If we have food and covering, with these we shall be content." (1 Timothy 6:8 ESV)
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"Do not be anxious about anything, but in everything by prayer and supplication with thanksgiving let your requests be made known to God. And the peace of God, which surpasses all understanding, will guard your hearts and your minds in Christ Jesus." (Philippians 4:6-7 ESV)
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"But seek the welfare of the city where I have sent you into exile, and pray to the LORD on its behalf, for in its welfare you will find your welfare." (Jeremiah 29:7 ESV)
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With rates starting to decline, now is a great time to think about what's next for your cash. Whether you want to keep funds liquid, generate income or save for a future goal, now’s a great time to put your savings to work. Together, let’s review your goals and liquidity needs to maximize your money’s potential. See thrivent.com/social for important disclosures.
Top 7 charitable giving strategies: Maximizing tax benefits and impact
Top 7 charitable giving strategies: Maximizing tax benefits and impactThere are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.
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Here's a cheat sheet with some common terms you might encounter during open enrollment. Keep it handy as you make your benefit decisions.
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There are many different ways to prepare for a college education—whether it's for your child or yourself. Let's set up time to discuss what options are right for you. See thrivent.com/social for important disclosures.
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Free Application for Federal Student Aid, or FAFSA, opens for rising high school seniors October 1. How much do colleges think you and your student can afford? Let's connect.
How much do colleges and universities think your family can afford to pay? With FAFSA for rising high school seniors opening October 1, now is the time to learn what you can expect from your FAFSA. Yours is a rising junior? Even better. Let's connect!
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Estate planning begins with thoughtful decisions about your loved ones, your assets and your wishes for who and what matters most. Here are some tools to help you take the first step: https://bit.ly/4nl6Myk
The benefits of life insurance: What you need to know
The benefits of life insurance: What you need to knowThere are 7 key benefits of including life insurance in your overall financial strategy. Want to discuss further? Let's set up time to talk more about your life insurance options.
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Celebrating the start of Season 13. Here to serve you. Mark 10:43-44.
Updating your life insurance: 7 life events that may affect your coverage
Updating your life insurance: 7 life events that may affect your coverageIf you’re in one of these 7 life stages, it may be time to update your life insurance coverage. ⬇️
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