News and Insights
What are common mistakes people make when investing?
1️⃣ Lacking diversification
2️⃣ Trying to time the market
3️⃣ Investing with your emotions
4️⃣ Ignoring fees and taxes
For more mistakes to watch out for and smart strategies to consider: https://bit.ly/4cpFT8s
Understanding how dividends, interest and capital gains are taxed can help you make smarter investment decisions. Get the basics here >> https://bit.ly/4j1GQWX
Here are questions to consider when investing:
✔️ What are your financial goals?
✔️ How much can you afford to invest?
✔️ What is your risk tolerance?
✔️ How can you help ensure your portfolio is diversified for long-term growth?
Understanding your financial goals and preferences can inform your strategy. Let’s set up time to discuss your investing goals and what you can do to reach them.
See thrivent.com/social for important disclosures.
What kind of financial goals do you have for your future retirement? If you’d like to have an additional income stream to supplement your retirement savings for unplanned expenses or spontaneous trips, consider an annuity.
Annuities can be customized for your unique needs. Let’s discuss if an annuity may be right for you.
See thrivent.com/social for important disclosures.
What if your career could be about more than just a paycheck? At Thrivent, our financial advisors help individuals and communities thrive by providing guidance with purpose. If you’re looking for a career that blends business expertise with impact, this might be your next step.
Learn more: thriventcareers.com/3D9h6Z7
Thinking about switching careers? Do you …
✅ Want a job with purpose
✅ Enjoy building relationships
✅ Have an interest in financial planning
✅ Desire to grow your skills (and maybe your coffee intake ☕)
If this sounds like you, let's talk. Thrivent is looking for financial advisors who want to make an impact. Explore more about this career opportunity: thriventcareers.com/3QNPKut
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.
