Supplemental disability insurance: What it is and when you need itUnsure if you need supplemental disability insurance? Disability insurance through your employer only covers a portion of your salary, leaving a gap in financial support for your family, if you're unable to work for an extended period of time. Let's connect if you'd like to add an additional layer of income protection.
Disability insurance: What it covers, exceptions & alternativesYour income supports your family—what happens if it stops? Disability income insurance can provide a safety net during difficult times. Together, we can discuss how adding coverage can fit into your current financial plan.
Why disability insurance matters & who should get itWondering if disability income insurance is something you need? This resource contains commonly asked questions so you can decide what is right for you. ⬇️
Financial literacy: Preparing teens for financial freedomMoney habits start early. Teaching teens how to budget, save, and give builds confidence they’ll carry for life.Here are 6 great money lessons for teens:https://www.thrivent.com/insights/budgeting-saving/financial-literacy-for-teens-6-lessons-about-money-managementWant help building financial confidence as a family? We’d love to help.See thrivent.com/social for disclosures
Ever feel like investing is its own language? You’re not alone.If you’ve ever nodded along at words like “ETF” or “dollar-cost averaging” without really knowing what they meant, this guide is for you.Get the basics of investing explained simply—no jargon required. ➡️ https://bit.ly/49t3WCi
When you're focused on running your company, retirement can feel like a distant concern. But your business exit isn't just a transaction. It's a major life milestone that impacts your legacy, your finances and your next chapter.Whether you're thinking of selling your business or transferring ownership, the structure of your exit will shape your future outcomes. And the earlier you start planning, the more choices you'll have.If you're thinking about your transition strategy, let's connect and walk through your options-step by step.See thrivent.com/social for important disclosures.
Retirement can feel like a seismic shift for business owners—especially when your identity has been closely tied to your work. You've poured years of time and energy into building a business, and you may not be sure what comes next.If you're feeling overwhelmed, here's one way to prepare: Spend time reflecting on your retirement goals across three key areas—lifestyle, opportunity and legacy. This simple exercise can help provide clarity and confidence as you plan your next chapter.Are you thinking about retirement? Let's connect to create a personalized financial plan that aligns with your goals, values and aspirations.See thrivent.com/social for important disclosures.
Did you know life insurance can do more than just provide a death benefit? It also can help you build wealth during your lifetime and help your family build generational wealth after you pass away. Learn more here: https://bit.ly/3zAzMyO
Not sure what type of life insurance coverage your family needs? Here are the key things you need to know about short- and long-term life insurance: https://bit.ly/3PE1waZTake a look, then let’s schedule a time to talk about your family’s needs.
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. ⬇️
Taking Social Security early? Reasons to consider (with pros & cons)Should you take Social Security early? It depends on your unique needs. Before deciding, make sure to take the pros and cons into consideration.Together, we can talk about your Social Security income and retirement savings to help determine whether claiming benefits early makes sense.
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.
Understanding how dividends, interest and capital gains are taxed can help you make smarter investment decisions. Get the basics here >> https://bit.ly/4j1GQWX
The differences between real estate, stocks, bonds & mutual fundsWondering what types of investments you should make? Learn more about the different options available and then let’s connect and discuss which ones may be right for you.
Did you know it’s possible to have more than one life insurance policy? Significant life events, like an increase in income or getting married, may be a reason to consider additional coverage for you and your loved ones. Find more information on supplemental life insurance and how you can create a ladder of multiple life insurance policies here >> https://bit.ly/4ioAws3
How the cash value of life insurance worksYour life insurance could be more than protection—it could be a financial asset. 💡 A permanent life insurance policy has the ability to accumulate cash value, which you can possibly use to help fund your retirement, college education or new home.Take a look at this resource to learn more about the cash value feature and what type of life insurance policy may be right for you.
Market uncertainty: Tariffs and economic policy drive volatilityUncertainty around economic and trade policies is weighing on confidence for both individuals and businesses. Read more from Thrivent's Chief Investment Strategist on current volatility and other market conditions.
How do taxes on Social Security work?Wondering how and if you will be taxed on your Social Security income? It depends on your income and filing status. Let’s connect and discuss how to be strategic about where you pull your retirement income from. There’s potential you may be able to reduce the amount of taxes you owe on Social Security.
Investing basics: The complete guide for beginnersInvesting 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.
As tax season approaches, here’s your reminder to get started ahead of time.Here are four reasons to file early:✅ Faster tax refunds✅ Extra time to make a payment if you owe✅ Reduce risk of someone else pocketing your refund✅ Avoid tax deadline stress or having to file an extensionSee thrivent.com/social for important disclosures.
