Finances + Generosity | ThriventEven though your personal finances likely start with your personal goals, they can also be a way to support the people, causes and community you love. Who are you building your legacy for?
With rates starting to decline, now is a great time to think about what's next for your cash.
Whether you want to keep funds liquid, generate income or save for a future goal, now’s a great time to put your savings to work.
Together, let’s review your goals and liquidity needs to maximize your money’s potential.
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The transition from being your parents’ child to being their protector isn’t easy—but having open conversations is essential. Understanding their wishes and knowing where key estate planning documents are kept can make all the difference when it matters most.
Here’s how to approach these conversations with empathy and clarity. ⬇️
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Managing risks to your retirement savings doesn't have to be complicated. You can maximize your guaranteed income sources, prepare for market volatility and have a mindful withdrawal plan. Here are important things to consider: https://bit.ly/4idtvKz
If you'd like to discuss your unique retirement risk factors, let's set up a meeting.
Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere for the 14th year in a row. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity.
Learn more about this recognition: https://bit.ly/43B6P2o
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/4jpD7Ss
S&P Global Ratings Affirms Thrivent’s AA+ (Very Strong) Rating with Stable OutlookProud to be part of a financially strong and stable organization committed to serving clients for the long-term! S&P, an independent rating agency, recently affirmed Thrivent’s AA+ (Very Strong) rating along with a stable outlook. Learn more. ⬇️
Gifting money and assets to your grandchildren requires careful planning. Learn more about tax implications, gifting limitations and other considerations when it comes to gifting to grandchildren: https://bit.ly/4ddhWlb
1st Quarter 2025 Market Review: From optimism to uncertaintyFirst quarter 2025 tested financial markets across the globe. Thrivent Asset Management breaks down the key volatility points in this first quarter market review.
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.
Investing in volatile markets: Smart strategies for confident investingMarket volatility is a natural part of investing, which means risk and reward go hand in hand as markets rise and fall. Here are 7 ways to deal with a volatile stock market.
5 simple retirement planning questions to ask yourselfLiving your best life post-retirement requires planning. Are you on track? Check-in with yourself using these questions. ⬇️
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
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.
How to make financial decisions that reflect your valuesMoney 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. 👇
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.
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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
