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Insights

I've got valuable information and resources to share. Explore away! And check back often.

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Money moves to make before the end of 2024

Check out these 8 money moves you can make to end the year on a strong note. ⤵️

2025 is on the horizon and presents a great time to take a fresh look at your finances. By understanding where your money went and how your investments...

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Wondering if you should add a fixed annuity to your retirement strategy? Consider these possibilities: 👉 It may help you accumulate retirement savings without an annual tax bill cutting into your earnings 👉 It could supplement other sources of guaranteed income, like Social Security or a pension 👉 It could provide a stable income to cover your essential expenses in retirement no matter how the investments in your IRA are performing To learn more about fixed annuities: https://bit.ly/3OGKUj3 #AnnuityAwarenessMonth

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Wondering if you should add a fixed annuity to your retirement strategy? Consider these possibilities: 👉 It may help you accumulate retirement savings without an annual tax bill cutting into your earnings 👉 It could supplement other sources of guaranteed income, like Social Security or a pension 👉 It could provide a stable income to cover your essential expenses in retirement no matter how the investments in your IRA are performing To learn more about fixed annuities: https://bit.ly/3OGKUj3 #AnnuityAwarenessMonth

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“Anxiety weighs down the heart, but a kind word cheers it up.” – Proverbs 12:25

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“Anxiety weighs down the heart, but a kind word cheers it up.” – Proverbs 12:25

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Have you ordered your 2024 Thrivent calendar yet? This unique calendar features photos submitted by Thrivent clients reflecting their perspective on life, family and faith. Order yours today: https://bit.ly/474TWMC Available while supplies last.

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Have you ordered your 2024 Thrivent calendar yet? This unique calendar features photos submitted by Thrivent clients reflecting their perspective on life, family and faith. Order yours today: https://bit.ly/474TWMC Available while supplies last.

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How to make financial decisions that reflect your values

Money decisions aren't just about numbers; they're about your heartstrings! 💓 Discover how to align your financial decisions with your values in Thrivent’s latest article. 📰 Learn: 1. Identify your core values through self-reflection. 2. Set SMART goals in line with your values. 3. Seek professional advice for a purpose-driven financial strategy. Read more. 👇

When it comes to money matters, you may think it’s all about using your head. Crunching numbers, analyzing spreadsheets to figure out how much you have, and...

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Multi-year guaranteed annuity (MYGA) vs. certificate of deposit (CD)

Certificates of deposit and multi-year guarantee annuities can both help offer predictability to your portfolio, particularly in an uncertain market. Here’s how to know which might make sense for you. 36386k-2

Multi-year guaranteed annuities (MYGAs) and certificates of deposit (CDs) are two solutions that help protect your money while providing the opportunity to...

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If you’re looking for an additional retirement income source, consider an annuity. Did you know there are 4 different types? 1. Immediate Annuities 2. Deferred Annuities 3. Fixed Annuities 4. Variable Annuities To learn more about each type 👉 https://bit.ly/3N3AhFR If you’d like to discuss how annuities could enhance your retirement strategy, let’s connect. #AnnuityAwarenessMonth

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If you’re looking for an additional retirement income source, consider an annuity. Did you know there are 4 different types? 1. Immediate Annuities 2. Deferred Annuities 3. Fixed Annuities 4. Variable Annuities To learn more about each type 👉 https://bit.ly/3N3AhFR If you’d like to discuss how annuities could enhance your retirement strategy, let’s connect. #AnnuityAwarenessMonth

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