Basics of a financial plan: What it is & getting startedLet's pursue your financial goals, together. I can help you get started by providing insight on three important steps to establishing a financial plan.
1. Identify where you are.
2. Define financial success so you can outline your goals.
3. Uncover some events that might move you further away from your goals.
Learn more about what makes up a solid financial plan and the process for creating your own.
Disclosures: thrivent.com/social
June 2024 Market Update: April showers brought May flowersStrong first quarter earnings helped boost the economy in May, but there is potential for additional market volatility. Learn more in Thrivent’s June 2024 Market Update.
Happy to share that Thrivent has been named to Fortune magazine’s Fortune 500 List for the 30th consecutive year! Honored to be part of this organization whose financial strength and stability is guided by purpose and good stewardship.
Are you prepared for the tax impact of taking money out of your IRA and other tax-deferred accounts?
Let’s connect to make sure you’re doing all you can to maximize your retirement income and reduce your tax burden.
See thrivent.com/social for important disclosures.
There are different types of annuities, and it’s important to understand which one is right for your financial situation. For more information about annuities 👉 https://bit.ly/42gGcf6
#AnnuityAwarenessMonth
Do you have a financial plan that's personalized to your goals and priorities?
No matter what stage of life you're in, together we can create a plan that helps you feel confident. Here are six steps you can take to get started:
1. Use SMART goals to establish clarity.
2. Get a full understanding of your current financial situation.
3. Check the strength of your financial foundation.
4. Grow what you have today into what you need for tomorrow.
5. Build a mindful spending strategy for the years ahead.
6. Establish your legacy.
Learn more about the six steps and how you can use them to build your plan: https://bit.ly/3V0AXQg
Disclosures: thrivent.com/social
Annuities have grown in popularity. This flexible financial tool could be right for you. Let’s schedule some time to take a fresh look at what your income needs will be in retirement—and if an annuity is right to help meet those income needs.
Guarantees based on the financial strength and claims paying ability of the product's issuer. See thrivent.com/social for important disclosures.
#AnnuityAwarenessMonth
You can’t go wrong with these 3 tips—as a new grad, or at any time in your life. If there’s anything you want to talk through as a new grad (or a parent of a new grad), let’s chat about what’s on your mind.
Protection for the asset your family relies on most: Your income. That’s what disability insurance covers. Let’s find the coverage solution right for you.
See thrivent.com/social for important disclosures.
#DIAM24
Income Match Assessment | ThriventWhen it comes to spending your hard-earned dollars in retirement, are you a Protector, Optimizer or Explorer? Take this short quiz to find out.
When should you get life insurance?Not sure when you should get life insurance? Here are different factors to consider that will help you decide when to take the next step.
Do you need disability insurance?What happens when you don’t have income protection and a sudden illness or injury prevents you from working? Here are some key facts to know about disability income insurance and how it can benefit you.
#DIAM24
Tornadoes across the US have caused widespread devastation to homes, businesses and communities. Let’s send a message that help is on the way by volunteering, donating or helping to rebuild. For every $2 you donate through Thrivent's online giving platform Thrivent will add $1. Thrivent will also pay all the processing fees so 100% will go directly to the cause. Learn how you can amplify your impact, visit https://bit.ly/48cO5W6.
May 2024 Market Update: April showers dampen investors’ optimismMarkets experienced a bit of bumpy road in April. Read more about why Thrivent Asset Management is promoting patience for both stock and bond investing in the May 2024 Market Update.
What special moments are you cherishing today? When it comes to financial advice, your family (including the four-legged members) is always at the center. Let’s connect!
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 three reasons to insure them now.
Thrivent Multi-Year Guarantee Annuity™️When you're looking for solutions that help offer predictability and security – especially in an uncertain market – your options aren't just limited to CDs, high-yield savings accounts and traditional fixed annuities. Thrivent's Multi-Year Guarantee Annuity is another strong option.
See how much you could earn and view the current rates.
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