News and Insights
Thank you to everyone who came out to our very informative event this past weekend. Keep an eye out for future events!
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.
See thrivent.com/social for important disclosures.
If you’re thinking about using an annuity as a source of retirement income, two important factors to weigh are when you’d like payouts to begin and how long you’d like them to last.
There are multiple annuity payout options to consider, allowing you to find the right fit for your financial situation. Learn more about the different annuity types and payout options available: https://bit.ly/3DMhbC0
Looking for another way to supplement your retirement income? An annuity can provide an income stream to pair with other retirement savings. There are 4 different types:
1️⃣ Fixed Annuity
2️⃣ Variable Annuity
3️⃣ Indexed Annuity
4️⃣ Immediate Annuity
Feeling overwhelmed with the different options? This resource breaks it down with additional information on each type: https://bit.ly/3FrmSpH
Join Martin Cox RICP BFA FIC, Thrivent Dulles Group, for a distinctive look into What's Your Retirement Style?
Saturday, March 29 at 11:00 a.m. - 01:00 p.m.
Chantilly National Golf & Country Club
14901 Braddock Rd
Centreville, VA 20120
Explore strategies that are as unique as you are. Learn how identifying your style and crafting the right plan today can help ensure you’re ready for the journey ahead.
Climbing a mountain takes different skills than getting back down. It’s the same with retirement. You spend decades saving, only to discover you need a strategy to make your money last. At “What’s Your Retirement Style?” learn from Dr. Wade Pfau how creating the right plan for you prepares you for what’s next.
Lunch will be served. Seating is limited so RSVP today by calling 703-631-3898.
No products will be sold at this event
Lent is a chance to refocus on what’s really important to you. What comforts can you give up to grow closer to God?
There is so much joy in just being there, fully present with the ones you love. How can you be more present in this season of life?
Thrivent financial advisors provide expert advice, helping people navigate uncertainty with confidence and clarity.
Join us for a deeply purposeful and financially rewarding career: thriventcareers.com/4hWlMQP
Martin spent the week in San Diego keeping up with the cutting-edge information, studies and concepts focused on retirement and legacy planning.
Tax season is the perfect time to reflect on your financial goals and plan ahead. From retirement savings to tax efficient strategies, learn more about managing taxes year-round. >>> https://bit.ly/4htwqyn
Every financial decision comes with risk, and everyone's comfort levels are different. Understanding your risk tolerance is vital to making smart investments. Learn more: https://bit.ly/3Qbi8GU
Risk tolerance. Investment budget. Diversification. Tax implications.
Have these topics been on your mind lately? Together, we can review your financial picture and design a plan that can help you reach your short- and long-term goals.
See thrivent.com/social for important disclosures.
Do you have experience in real estate, education, social ministry or the military? You already have the skills needed to be a successful financial advisor.
If you’re looking for a change of scenery, check out Thrivent’s financial advisor career opportunities: thriventcareers.com/4aD7rGr
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
It's never too late to start investing. Whether you're nearing retirement or just beginning to plan, here are some questions to get you started:
1️⃣ What are you investing for?
2️⃣ What is your time horizon?
3️⃣ What is your risk tolerance?
If you’re looking for a professional to help you with your investing strategy, let’s talk.
See thrivent.com/social for important disclosures.
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.
“In this career, when you do the right thing for people and they trust you, you are rewarded beyond measure.” – Bryan Jansen, Financial Advisor
Learn more about the Thrivent financial advisor career: thriventcareers.com/4hzZOCM