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We can help with that!
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December has a way of showing up before we're ready. 🍂 Before the holiday rush takes over, take a closer look at your financial goals, retirement contributions, charitable giving, and potential tax-saving strategies.
A little planning now could make a meaningful difference in how you finish the year.
Let's talk about your year-end checklist before the calendar runs out.
#YearEndPlanning #FinancialStrategy #PlanWithPurpose
For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional
Ready to make a difference? Preparation is key.
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This coming month, give your future self one less thing to worry about. Let's review how estate planning fits into your bigger financial picture.
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#EstatePlanning #FinancialWellness #PlanAhead
So many great Action Teams our members are hosting!❤️
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That’s the idea behind charitable bunching—combining multiple years of charitable gifts into one tax year to potentially increase your itemized deductions.
Same generosity.
Different strategy.
Let’s talk about whether charitable bunching could make sense for your financial plan.
https://connect.thrivent.com/piedmont-financial-associates
#CharitableGiving #TaxStrategy #Generosity #FinancialPlanning #GiveWithPurpose
For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional.
Have you used your Action Teams yet? Get involved in the community and make an impact ❤️
https://www.thrivent.com/about-us/membership/thrivent-action-teams
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Because a good financial plan isn’t just about what you have.
It’s about what you want your life to look like.
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#FinancialPlanning #LifeAndMoney #WealthPlanning #FinancialGoals
When you work with Piedmont Financial Associates, you will have an entire team of professionals focusing on what is important to you.
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Growth and stocks remain resilient, but rates rise: Q4 2026 market outlookHigher rates. Resilient growth. New opportunities. Thrivent's Q4 2026 Market Outlook highlights why staying invested and maintaining a diversified portfolio remains important in today’s market environment. ⬇️
Connect with our team of professionals.
https://connect.thrivent.com/piedmont-financial-associates
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Free financial coaching that’s actually free.
https://bit.ly/4AHV2xB
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A new job. A move. A divorce. A loss. A change of heart about retirement.
Our flexible approach helps you respond to change instead of being overwhelmed by it.
https://connect.thrivent.com/piedmont-financial-associates
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A little planning today could leave more of your hard-earned money where it belongs—with you and your family.
#WealthManagement #TaxEfficient #FinancialPlanning
For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional
Good tax planning connects the dots.
#TaxPlanning #RothConversion #RetirementPlanning #TaxStrategy
For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional
State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
Make sure you direct yours!
https://www.thrivent.com/about-us/membership/thrivent-choice
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Buying a financial product is one decision.
Building a financial plan is a process.
That's why we've chosen to focus our time where we believe we make the biggest difference: helping families create a strategy that works together—not just checking another item off a list.
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#FinancialConfidence #PurposeDrivenPlanning
The numbers matter. But they only matter because of the people behind them.
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Life moves fast, and your financial decisions matter.
Whether you're building wealth, protecting your family, preparing for retirement, or navigating life's unexpected turns, we're here to help you create a strategy that fits your goals—not someone else's.
Our job isn't to tell you what to do. It's to guide you with experience, thoughtful planning, and advice you can have confidence in.
Let's make your next financial decision your best one yet.
For more information visit Thrivent.com/social.
#FinancialConfidence #FinancialPlanning #RetirementReady #InvestWithPurpose