Working Tax Efficiency into Your Financial StrategyHow tax-efficient is your financial strategy? Here are some basic steps you can take to ensure you’re making the most of your money.
Updating Your Life Insurance: 7 Life Events That May Affect Your CoverageIf you’re in one of these 7 life stages, it may be time to update your life insurance coverage.
Important tax filing change: The IRS has extended the deadline for filing individual federal tax returns and making 2020 contributions to an IRA. The new deadline is May 17, 2021. Here are other key dates to keep in mind: https://bit.ly/3wr0OSZ
Thrivent Wins 2 Lipper Awards in 2021Sharing some great insight from Thrivent’s chief investment officer: How Thrivent’s long-term investment view helped lead to its success, winning two Lipper Awards in 2021.
Looking for ways to support front-line workers through a virtual or socially distanced Thrivent Action Team? Create snack kits to support local vaccine and testing sites, or write thank you cards. Check out more ideas here: https://bit.ly/3sEx82h
How does a home equity loan work?Home improvement projects on your to-do list? Learn more about home equity loan options and which may be able to help you best cover your expenses.
When it comes to addressing financial needs, women can face some unique challenges. But together, we can help identify those challenges and find solutions to help fill the gaps. #HelpProtectOurFamilies(If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited.)
Are you prepared to provide for your family if the unimaginable occurs? Let’s make sure you have the coverage you need. #HelpProtectOurFamilies (If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited.)
If you have life insurance through your employer, it may not be enough to cover the financial needs of your loved ones. Let’s talk more about your coverage and identify any gaps you may want to fill. #HelpProtectOurFamilies(If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited.)
Women who manage moneyWomen can face unique challenges that can keep them from learning about and being involved in money matters. What are the keys to overcoming? Understand what’s holding you back and then begin taking these steps toward empowerment.
Smart money moves when buying a houseLooking to purchase a home soon? Check out these 6 dos and don’ts to help reduce the costs—and potential headaches—of the home buying process.
-Do you use the standard deduction when you file your federal taxes?-Are you over 70 ½ years of age?-Do you have an IRA?-Do you make charitable deductions? If you answer yes to all of these if you could benefit from a qualified charitable distribution and potentially reduce your taxes. Are your parents and/or grandparents in this situation?With a qualified charitable distribution, you can transfer up to one hundred thousand dollars annually from your IRA directly to a qualifying charity such as InFaith Community Foundation.In addition to meeting your minimum required distributions, a QCD may also help you avoid some disadvantages of a larger income such as higher Medicare premiums or social security taxes. All while supporting your favorite charities and causes through your custom charitable fund. Learn more: https://bit.ly/30bMjnbInFaith Community Foundation is a public charity that services individuals, organizations and the community through charitable planning, donor-advised funds and endowments. InFaith works collaboratively with Thrivent and its financial professionals. For more disclosures, see Thrivent.com/social.
Sharing a great achievement for Thrivent! Our mutual funds team received a 2021 Refinitiv Lipper Fund Award for our Mid Cap Stock Fund (TMSIX)! Learn more: https://bit.ly/3vi3ody
Potential for inflation continues to riseIf inflation rises, which investments may make the most sense? Find out what Thrivent’s chief investment officer suggests.
What safeguards have you put in place to help your family navigate the unexpected? If you’d like to explore your options, let’s connect. #HelpProtectOurFamilies(If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited.)
How confident are you that the amount of life insurance you have is enough? Let’s connect to take a closer look at your needs and identify any gaps you may have. #HelpProtectOurFamilies(If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited.)
2020 Impact ReportRead the 2020 Impact Report, and find out more about how the Thrivent Church Loan and Income Fund continues to make a difference in the Christian community. http://bit.ly/2RG2JzwVisit ThriventIntervalFunds.com for more information on the Fund, and reach out with any questions!
