6 year-end financial tasksThe hustle and bustle of the holiday season can distract us from other action items on our checklist. End the year on a strong note by refocusing on your finances. Take a look at these tasks to complete before Dec. 31.
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#FinancialFriday
Before the ball drops on Dec. 31, make sure your retirement income is protected. Take these 3 essential steps:
1️⃣ Take your required minimum distributions (RMDs). Missing the Dec. 31 deadline can trigger a 25% penalty.
2️⃣ Watch your modified adjusted gross income (MAGI). Even small increases could raise future Medicare premiums.
3️⃣ Consider a qualified charitable distribution (QCD). It can satisfy your RMD, lower your MAGI and help you support the causes you care about.
A few simple moves today can help you avoid penalties, manage future healthcare costs and protect your retirement income.
Get in touch if you’d like help reviewing your year-end strategy.
See thrivent.com/social for important disclosures. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.
First, what are you still doing up? Second, you can still enjoy the Northern Lights tonight if you live in Indiana. (PS: This is how God lives generously.)
There’s a lot of need out there today… don’t forget your opportunity to do good by bringing people together!
We’re at 86 Thrivent Action Teams for 2025 and on pace to eclipse last year’s high of 113. In other words, that’s another $25K+ impact year!!
Thank you!
($250 x 113 = A lot!)
2026 Social Security COLA increase: What future retirees should knowYou may have heard that the Social Security Administration has announced a 2.8% cost of living adjustment (COLA) for 2026. Here’s a little more on what that means.
The choices you make during open enrollment can have a big impact on your financial goals for 2026 and beyond. Discover how to navigate open enrollment with confidence: http://bit.ly/4o0ESIt
Welcome new friends! Yes, we were blessed to speak at St Johns Fundraiser and indeed, we are doing a donation for likes campaign. St Johns is foundational to Aurora and we are very fortunate to be a proud partner. #LiveGenerously
Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA
Are you curious about qualified charitable distributions (QCDs)? Reach out to learn more about tax-smart charitable giving at age 70½ or older.
See thrivent.com/social for important disclosures.
Does your retirement plan need a boost? Reach out to discuss catch-up contributions after age 50 and how We can help you reach your retirement goals.
See thrivent.com/social for important disclosures.
Great news! Thrivent is maintaining its strong financial ratings from Moody’s Ratings, reflecting our ongoing financial strength and stability. These ratings reflect our excellent financial profile, business fundamentals and performance. Proud to be part of an organization that is financially strong and committed to serving clients for the long-term!
Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.
“My first pumpkin showed up… and I found out that pumpkins show up when they want to show up! So I guess Krogers Halloween displays isnt really all that early!” - Ben 🎃
#BensDay #WednesdayWisdom
Prepped and ready for another great day of helping clients navigate their financial journey! Enjoying the new office space and praying your day is equally blessed! 😇
How cool is this? Thrivent sponsored a litter of puppies for the non-profit 4-Paws-For-Abilities. This non-profit trains dogs to become service dogs. Volunteers "adopt" dogs for 2-3 years before they are put into service. These seven dogs are part of the Live Generously Litter and will be back at Kings Island next Thrivent Day! In a few years, they will be making a difference throughout Ohio! #LiveGenerously
