Insights
I've got valuable information and resources to share. Explore away! And check back often.
"Every good and perfect gift is from above."
"Every good and perfect gift is from above."
Today, we celebrate #NationalLifeInsuranceDay. Did you know there are so many benefits of having life insurance? Here are just a few. - Provide income replacement for loved ones - Help you leave a memorable legacy - Be tax-effiecient for you and your heirs - Serve as a source of cash - Help with business succession. When you’re ready to look at your life insurance coverage and make sure that you are set up to prepare and protect your family for whatever lies ahead, let’s connect. https://connect.thrivent.com/gene-elder • • • • • See thrivent.com/social for important disclosures.
Today, we celebrate #NationalLifeInsuranceDay. Did you know there are so many benefits of having life insurance? Here are just a few. - Provide income replacement for loved ones - Help you leave a memorable legacy - Be tax-effiecient for you and your heirs - Serve as a source of cash - Help with business succession. When you’re ready to look at your life insurance coverage and make sure that you are set up to prepare and protect your family for whatever lies ahead, let’s connect. https://connect.thrivent.com/gene-elder • • • • • See thrivent.com/social for important disclosures.
Join the Rocky Mountain Region Thrivent Member Network for this exclusive event, Keeping the Tax Man Away with Debbie Taylor. You can join us... In person on Friday, May 3rd at 3:30pm at the Embassy Suites in Loveland, CO OR Virtually on Tuesday, May 14th at 6:30pm MT No matter your tax bracket, there are steps you can take now to help minimize the taxes you'll owe in retirement. If you file your taxes in the spring and forget about it the rest of the year, you could be missing out. If taxes are a topic you avoid, this event is for you. Join us for our free workshop, Keeping the Tax Man Away. Register today! In person: https://bit.ly/3Pn19RO Virtual: https://thrivent.zoom.us/webinar/register/1817065544645/WN_j35uVFXYRWGYEEmlVyWY4g#/registration No products will be sold at this event. For additional disclosures, see thrivent.com/social. Speaker is not affiliated with Thrivent. Views are their own.
Join the Rocky Mountain Region Thrivent Member Network for this exclusive event, Keeping the Tax Man Away with Debbie Taylor. You can join us... In person on Friday, May 3rd at 3:30pm at the Embassy Suites in Loveland, CO OR Virtually on Tuesday, May 14th at 6:30pm MT No matter your tax bracket, there are steps you can take now to help minimize the taxes you'll owe in retirement. If you file your taxes in the spring and forget about it the rest of the year, you could be missing out. If taxes are a topic you avoid, this event is for you. Join us for our free workshop, Keeping the Tax Man Away. Register today! In person: https://bit.ly/3Pn19RO Virtual: https://thrivent.zoom.us/webinar/register/1817065544645/WN_j35uVFXYRWGYEEmlVyWY4g#/registration No products will be sold at this event. For additional disclosures, see thrivent.com/social. Speaker is not affiliated with Thrivent. Views are their own.
Not sure what to do with your tax refund? You could spend on something fun or you could put the money toward a financial goal. Here are some ideas to consider.
Not sure what to do with your tax refund? You could spend on something fun or you could put the money toward a financial goal. Here are some ideas to consider.
As we continue with #FinancialLiteracyMonth, today we celebrate Teach Your Children to Save Day! Teaching kids to save is very unique to each family - some give allowances or offer pay for household contributions - both are great options. Working with your kids to understand the value of money and work are equally important. Since our girls are older now and in college, we've stressed the importance of having summer jobs and saving that money to carry them through the school year when they don't work as much. Maddie has done a great job adding odd jobs like babysitting, substitute teaching and doing delivery jobs via apps like Door Dash and Instacart. My advice would be, don't be afraid to talk to your kids about money and how your family navigates the monthly budget. The sooner they learn and ask questions, the more prepared they will be when they are on their own. Also, throwback picture to when the girls were little....and the Rockies were actually competitive!
As we continue with #FinancialLiteracyMonth, today we celebrate Teach Your Children to Save Day! Teaching kids to save is very unique to each family - some give allowances or offer pay for household contributions - both are great options. Working with your kids to understand the value of money and work are equally important. Since our girls are older now and in college, we've stressed the importance of having summer jobs and saving that money to carry them through the school year when they don't work as much. Maddie has done a great job adding odd jobs like babysitting, substitute teaching and doing delivery jobs via apps like Door Dash and Instacart. My advice would be, don't be afraid to talk to your kids about money and how your family navigates the monthly budget. The sooner they learn and ask questions, the more prepared they will be when they are on their own. Also, throwback picture to when the girls were little....and the Rockies were actually competitive!
Let's remember to #LiveGenerously this #FinancialLiteracyMonth.
Let's remember to #LiveGenerously this #FinancialLiteracyMonth.
Who can you nominate for the Live Generously®️ award? This award recognizes significant acts of service and generosity. Nominate a friend, family member, neighbor or colleague who embraces a lifestyle of generosity or who saw a challenge and came up with a creative solution to help. Nominations are open through April 27. Send yours in today! 👉 https://bit.ly/3IY117J
Who can you nominate for the Live Generously®️ award? This award recognizes significant acts of service and generosity. Nominate a friend, family member, neighbor or colleague who embraces a lifestyle of generosity or who saw a challenge and came up with a creative solution to help. Nominations are open through April 27. Send yours in today! 👉 https://bit.ly/3IY117J
#FinancialLiteracyMonth What is something you would go back and tell your younger self? As a young married couple, here are 3 things I would go back and tell myself... 👉Talk about your finances with your spouse! Yeah, I know, fun date night...but if you aren't on the same page with your finances, it can create conflict for you in your new marriage. 👉Start saving early. Saving is like exercise - it gets easier the more you do it. If you have to start with $10 per week, start. But just make sure you start! 👉Have a plan you are working towards. Even if you don't know what retirement will look like (ask the 23-year-old in the picture above if he knew what he wanted for retirement!) put something together as a map and a target. If you are on track with your plan, it gives you permission to spend on the fun things like vacations, eating out, buying fun stuff, etc. If you don't have a plan, you won't know how much you should be saving, and you'll never be confident in your spending. If you are a young couple or just starting your family, I'd love to help put together your plan for the future. https://connect.thrivent.com/gene-elder
#FinancialLiteracyMonth What is something you would go back and tell your younger self? As a young married couple, here are 3 things I would go back and tell myself... 👉Talk about your finances with your spouse! Yeah, I know, fun date night...but if you aren't on the same page with your finances, it can create conflict for you in your new marriage. 👉Start saving early. Saving is like exercise - it gets easier the more you do it. If you have to start with $10 per week, start. But just make sure you start! 👉Have a plan you are working towards. Even if you don't know what retirement will look like (ask the 23-year-old in the picture above if he knew what he wanted for retirement!) put something together as a map and a target. If you are on track with your plan, it gives you permission to spend on the fun things like vacations, eating out, buying fun stuff, etc. If you don't have a plan, you won't know how much you should be saving, and you'll never be confident in your spending. If you are a young couple or just starting your family, I'd love to help put together your plan for the future. https://connect.thrivent.com/gene-elder
Want to uncover tax-saving opportunities? Let's review your most recent tax return to identify ways to save so you can fund what matters most. Reach out to schedule an appointment.
Want to uncover tax-saving opportunities? Let's review your most recent tax return to identify ways to save so you can fund what matters most. Reach out to schedule an appointment.