I'm proud of this one. Becoming a CERTIFIED FINANCIAL PLANNER™️ Professional was one of the most difficult challenges I've faced and I had to work for years toward this goal. This week I officially received my credential after meeting all the requirements of the CFP Board.
There are lots of degrees, certifications, and licenses out there but to me becoming a CERTIFIED FINANCIAL PLANNER™️ Professional has always been the gold standard. I look forward to putting the expertise and competency this credential represents to work for real people who are trying to make wise financial decisions that lead to living more generous, more secure, and less anxious lives.
https://certificates.cfp.net/77d248c0-5148-4c9e-a946-429585167030
5 powerful retirement lessons from current retireesLooking for additional ways to prepare for a comfortable retirement? Recent retirees offer these 5 tips.
Recurring subscriptions can be an expense that quickly builds up over time. When was the last time you reviewed which ones you are paying for? Take some time today to cancel the ones you no longer need.
Ready, set, retire: Thrivent looks at retirement readinessWhether your retirement savings are on track or behind schedule, these 6 steps can help boost your retirement readiness in 2023 and beyond.
Do you tend to wait until the last minute to file your tax returns? Here are some reasons you should file earlier:
1) Protect your tax refund from falling into the hands of a tax return fraudster
2) Book an appointment more easily with a tax professional (they get busier as Tax Day approaches)
3) If you owe any money to the IRS, you have more time to prepare the payment before the deadline
What is the best way to save for retirement?While preparing for retirement looks different for everyone, a holistic savings strategy often has three key components:
1. Investments
2. Social Security
3. Other guaranteed income sources
Check out this article to learn more about each, plus common retirement saving roadblocks to avoid.
Investing time and energy into financial self-care can help you feel more empowered about your finances, enable you to manage ups and downs better and take control of emotional decision making. Check out these 8 tips for creating a financial self-care routine: bit.ly/3DlzLNS
As January comes to an end, take some time for reflection. What are some achievements—big or small—that have happened during this first month of the year?
Developing a healthy relationship with money is a lifelong process. Here are some opportunities you can use to teach your kids how to use money as a tool to support their well-being: bit.ly/3VrYExR
Did you use any funds from your emergency savings last year? Don’t forget to replenish it—you can help prevent financial strain in case you need to tap into it again this year due to unplanned expenses.
The life and legacy of Dr. Martin Luther King Jr. is one of hope, inspiration and activation. How are you honoring his dream and making a difference in your community?
Looking ahead into the upcoming year, do you have any large expenses that you need to factor into your budget? Make sure to readjust your budget as necessary.
Take time to review the financial goals that you set for yourself this year. What goals did you achieve? Are there any that need to be reprioritized for next year?
Keep a close eye on your holiday spending budget. It can be tempting to overindulge during this season, but do a favor for your future self and avoid spending more than you are comfortable with.
Find a gift for everyone on your list with the 2022 Holiday Gift Guide! 🎁 Shop from the comfort of your home knowing that each purchase you make supports a worthy cause. Also, enter for a chance to win Thrivent’s Holiday Gift Giveaway valued at $210. Deadline to enter is Dec. 8, so don’t wait!
Here's the link to download the Gift Guide and enter the Giveaway: bit.ly/3G3t59s 🎄
#giftsthatgiveback #giveback #thrivent #Christmas #shopwithpurpose
