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. ⬇️
Tax tips & pitfalls: What to know to maximize your moneyLooking for ways to optimize your income taxes year-round and helpful tips for navigating tax season? From leveraging charitable contributions to common tax errors to avoid, take a look at this helpful guide. ⤵️
Do you need life insurance? Questions to ask yourself & your familyWondering how life insurance can benefit your loved ones when you’re gone? Here's a conversation guide to help you in planning for the unexpected. 👇
Together, we can make sure your family is covered for the future.
How an allowance for kids teaches financial lessons for adulthoodLooking for a way to teach your children the value of money? An allowance can help them understand the basics of budgeting and saving. Here are some things to consider before giving out an allowance. ⬇️
Estate planning for blended familiesHave you thought about how you’d like to leave behind your money and assets? Creating an estate plan in a blended family can be more complex, but in the end it may help your loved ones avoid probate, confusion and conflict.
Here are things to consider if you are creating an estate plan for the first time or need to update an existing one. ⬇️
Taking Social Security early? Reasons to consider (with pros & cons)Should you take Social Security early? It depends on your unique needs. Before deciding, make sure to take the pros and cons into consideration.
Together, we can talk about your Social Security income and retirement savings to help determine whether claiming benefits early makes sense.
Pros & cons of paying off your mortgage before you retireIf you’re nearing retirement with a mortgage in tow, you’re not alone. But should you pay it off before you retire?
While being debt-free can offer a sense of reassurance, in some cases, keeping your mortgage might actually be beneficial. Explore the pros and cons of having a mortgage during retirement.
How a term-to-permanent life insurance contract conversion worksLife changes—your life insurance can, too. Discover how converting a term policy to permanent coverage can offer lifelong protection.
Estate planning guide: Essential documents & checklistAs you plan for the future, consider how you want to leave a legacy for the ones you love. This guide provides a checklist of things you’ll want to include in your estate plan, a list of important documents to consider and frequently asked questions. ⬇️
Celebrating 20 years of Thrivent Asset Allocation FundsThrivent Asset Allocation Funds is celebrating its 20th anniversary! This milestone builds on over 50 years of Thrivent offering mutual funds to help clients achieve long-term growth.
If you’re looking for flexible, convenient investment solutions that evolve with life’s changes and your financial needs, let’s connect. Together, we can review your financial plan and support your investing goals.
Budgeting 101: Definition, purpose & typesYour budget should work for you, not against you. Align your spending, saving and giving with your values—without guilt or stress. Start building a budget that supports your goals today.
