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

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Investing for the first time? Don’t stress about optimizing every account upfront. Focus on developing the *habit* first. Keep it simple by starting with just *one* account. Here's how I'd choose: • 401k (or 403b): I'd start with this account if my employer offers one with a match or I make too much money to contribute directly to a Roth IRA. • Roth IRA: I'd start with this account if I'm earning money, make less than the income restrictions, and employer doesn't have a 401k with a match. • Brokerage: I'd start with this account if I'm not currently working. Build the habit first, then optimize it later. Keeping it simple is key. -- Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. See thrivent.com/social for important disclosures.

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Investing for the first time? Don’t stress about optimizing every account upfront. Focus on developing the *habit* first. Keep it simple by starting with just *one* account. Here's how I'd choose: • 401k (or 403b): I'd start with this account if my employer offers one with a match or I make too much money to contribute directly to a Roth IRA. • Roth IRA: I'd start with this account if I'm earning money, make less than the income restrictions, and employer doesn't have a 401k with a match. • Brokerage: I'd start with this account if I'm not currently working. Build the habit first, then optimize it later. Keeping it simple is key. -- Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. See thrivent.com/social for important disclosures.

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This week I hosted my Pickleball crew at Pickle & Taps in downtown Wilmington. It was a great way to spend a cold fall morning. As we played, we came up with the following Pickleball related financial advice. 💰 Master the Money Court: Your Financial Pickleball Strategy 🏓 Ready to move beyond the non-volley zone? Winning with money, like winning on the court, demands a strategic Game Plan. Your Quick Financial Playbook: Serve for Savings: Automate deposits for consistent wealth growth. Volley Your Debts: Aggressively eliminate high-interest debts (financial "faults"). Dink to Diversify: Use varied investments to stabilize your portfolio against market volatility. Stay Out of the Kitchen: Stick to your budget's Non-Spending Zone to avoid impulse "splurges." Game on! What successful financial "shot" are you making this week? 👇 #PickleballLife #FinancialFitness #GamePlan #MoneyGoals Comment to join our next open play in Wilmington! Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. See thrivent.com/social for important disclosures.

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This week I hosted my Pickleball crew at Pickle & Taps in downtown Wilmington. It was a great way to spend a cold fall morning. As we played, we came up with the following Pickleball related financial advice. 💰 Master the Money Court: Your Financial Pickleball Strategy 🏓 Ready to move beyond the non-volley zone? Winning with money, like winning on the court, demands a strategic Game Plan. Your Quick Financial Playbook: Serve for Savings: Automate deposits for consistent wealth growth. Volley Your Debts: Aggressively eliminate high-interest debts (financial "faults"). Dink to Diversify: Use varied investments to stabilize your portfolio against market volatility. Stay Out of the Kitchen: Stick to your budget's Non-Spending Zone to avoid impulse "splurges." Game on! What successful financial "shot" are you making this week? 👇 #PickleballLife #FinancialFitness #GamePlan #MoneyGoals Comment to join our next open play in Wilmington! Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. See thrivent.com/social for important disclosures.

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⚓ The Captain & The Financial Navigator = Financial Success Out on the water, you're the Captain—you set the destination. But even the best captains need a great crew and a precise GPS to navigate safely. In your financial life, you are the Captain. We, your Financial Advisors, are the dedicated Navigator. You Set the Course: Define your dreams (retirement, new home, legacy). We Chart the Route: Using our expertise and financial "GPS," we analyze the currents and plot the most efficient path to your goals. The Partnership: You steer; we ensure the systems run smoothly. Never boat alone! Let's work together to make sure your financial future arrives exactly where you intend it to. #FinancialCaptain #CrewGoals #BoatingLife #FinancialAdvice #Partnership Let's Connect Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. See thrivent.com/social for important disclosures.

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⚓ The Captain & The Financial Navigator = Financial Success Out on the water, you're the Captain—you set the destination. But even the best captains need a great crew and a precise GPS to navigate safely. In your financial life, you are the Captain. We, your Financial Advisors, are the dedicated Navigator. You Set the Course: Define your dreams (retirement, new home, legacy). We Chart the Route: Using our expertise and financial "GPS," we analyze the currents and plot the most efficient path to your goals. The Partnership: You steer; we ensure the systems run smoothly. Never boat alone! Let's work together to make sure your financial future arrives exactly where you intend it to. #FinancialCaptain #CrewGoals #BoatingLife #FinancialAdvice #Partnership Let's Connect Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. See thrivent.com/social for important disclosures.

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As a highly comped W-2 employee, a self-employed spouse is one of the biggest tax-planning cheat codes you can have. - They can open a Solo 401k and contribute as both employee and employer (Potentially up to ~$70k a year). - Business expenses can reduce taxable income. - You get more control over deductions. - An added bonus is that the spouse's schedule will typically be much more flexible than if they had a normal W2 job. It’s one of the most overlooked ways for high income earners to generate real tax savings. If your spouse has side-income or is doing consulting work, don’t miss this. Comment to Connect Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. See thrivent.com/social for important disclosures.

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As a highly comped W-2 employee, a self-employed spouse is one of the biggest tax-planning cheat codes you can have. - They can open a Solo 401k and contribute as both employee and employer (Potentially up to ~$70k a year). - Business expenses can reduce taxable income. - You get more control over deductions. - An added bonus is that the spouse's schedule will typically be much more flexible than if they had a normal W2 job. It’s one of the most overlooked ways for high income earners to generate real tax savings. If your spouse has side-income or is doing consulting work, don’t miss this. Comment to Connect Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. See thrivent.com/social for important disclosures.

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How to invest for retirement: Account types & strategic moves

Investing for retirement takes planning, but it doesn't have to be complex. Once you know your retirement goals and investment style, you can make a solid, long-term plan for retirement. Let's connect to talk more about this important topic.

Investing for retirement takes planning, but it doesn't have to be complex. Lay the foundation by learning the basic strategies, investment types and tax...

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Sequence of returns risk: What it means for your retirement

The market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇

As you set out on your retirement journey, you want to make the most of your money and stay on the road to financial stability. That's why, if you have...

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Investing basics: The complete guide for beginners

Investing may seem complex, but learning the basics can help prepare you to take the next step. From terminology 101 to learning how to assess your risk tolerance, this guide will help give you a foundational understanding of investing.​ If you’d like to align your investments with your financial goals, let’s set up a meeting.

Investments can seem complex, but with a foundational understanding, anyone can start building a brighter financial future. Here are the essentials to get you...

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Ready to launch the next phase of your career—or take it in a new direction? As a Thrivent Virtual Advisor, you’ll benefit from learning and development designed to elevate your skills. As your confidence grows, you’ll have opportunities to step into leadership—or even build your own practice. Discover where your career could take you: thriventcareers.com/3VJ7UQH

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Ready to launch the next phase of your career—or take it in a new direction? As a Thrivent Virtual Advisor, you’ll benefit from learning and development designed to elevate your skills. As your confidence grows, you’ll have opportunities to step into leadership—or even build your own practice. Discover where your career could take you: thriventcareers.com/3VJ7UQH

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Help your money last in retirement

A long life is a gift—let’s help make sure your finances can keep up. Start by building financial resilience against inflation, market swings, and rising health and care costs.

Discover how to help your savings go the distance, support your future health and care needs, and give you more freedom in retirement.

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2024 IRA contribution deadline: There's still time to maximize your savings

It may be 2025, but you still have time to maximize your savings for the 2024 tax year. Explore how contributing to an IRA can help boost your retirement savings and find answers to the most common IRA questions.

The calendar has officially flipped to 2025, but you can still contribute to an Individual Retirement Account (IRA) for the 2024 tax year.

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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