Thinking about extending your life insurance coverage? Learn more about what to expect when your term life insurance expires and the pros and cons of term-to-life conversions: https://bit.ly/459jpXb
Investing in volatile markets: Smart strategies for confident investingMarket volatility can be hard to predict and difficult to navigate. During these times, having the guidance of a qualified professional can make a difference. Let’s connect and make sure you have back-up plans for periods of economic growth and strain.
Life insurance may be an important resource for your small business. It can help secure your loved ones' financial futures, provide a clear succession plan and protect your business from financial harm. Learn more about how life insurance can help protect your small business: https://bit.ly/4ds6lgB
Big news! AM Best has reaffirmed Thrivent's A++ (Superior) rating for 2024! 🌟 This demonstrates our continued strength and stability and commitment to serve our clients for generations to come.
Rating is based on Thrivent's financial strength and claims-paying ability and does not apply to investment product performance.
August 2024 Market Update: Volatility surgesLearn why Thrivent Asset Management expects market volatility will continue through the remainder of the year in the August 2024 Market Update.
Want to uncover tax-saving opportunities? Let's review your most recent tax return to identify ways to save so you can fund what matters most. Reach out to schedule an appointment.
Are you prepared for the tax impact of taking money out of your IRA and other tax-deferred accounts?
Let’s connect to make sure you’re doing all you can to maximize your retirement income and reduce your tax burden.
See thrivent.com/social for important disclosures.
It takes the contributions of every family member to make a household run. If a stay-at-home spouse gets injured or sick, life and finances can be affected just as much as if a primary income earner’s ability to earn is affected.
Disability insurance coverage for a stay-at-home spouse could be right for your family.
See thrivent.com/social for important disclosures.
#DIAM24
Do you need disability insurance?What happens when you don’t have income protection and a sudden illness or injury prevents you from working? Here are some key facts to know about disability income insurance and how it can benefit you.
#DIAM24
May 2024 Market Update: April showers dampen investors’ optimismMarkets experienced a bit of bumpy road in April. Read more about why Thrivent Asset Management is promoting patience for both stock and bond investing in the May 2024 Market Update.
With house prices skyrocketing, the decision of buying vs. renting a home has become even more complex. There’s no one-size-fits-all answer when deciding.
Check out this article to help you evaluate your short- and long-term needs along with your financial considerations: https://bit.ly/3VQwPTD
Bring your retirement into focusWhether retirement is far off or fast approaching, now’s the time to plan. Here’s how you can take charge of the four stages of the retirement journey. 👇
If you’d like to have a discussion about retirement planning, let’s connect.
1st Quarter 2024 Market Review: Surging stocks and sticky inflationRead Thrivent Asset Management leadership’s thoughts on stock and bond markets after the first quarter of 2024, as well as their concerns about inflation looking forward.
Thrivent Market & Economic updateAs we move into 2024. Inflation is slowing yet prices remain high. Rate cuts are anticipated, but when? Investing opportunities exist, but where? Check out Thrivent’s March Market & Economic Update to hear our investment leaders’ perspectives. Watch the full recording or just the highlights. 👇
TCJA set to expire: Tax moves to consider if you're nearing or in retirementWith tax brackets changing at the end of 2025, now is a good time to tune-up your retirement strategy. Consider these tax moves to get started. 👇
Wealth transfer strategies: How to leave assets to your loved onesRemember, wealth transfer isn’t just about money and assets; it’s about passing down your values and aspirations.
Let’s work together to create a lasting legacy. 👇🏼
How to protect your family financially over the yearsThinking about purchasing life insurance and not sure where to start? Here are the different types of life insurance and reasons why you may want to get coverage.
The New Year has arrived! What's your top financial goal for 2024? Are you looking to save or invest? A little of both? Take a moment to think about your priorities and then let’s connect.
2024 Market Outlook: Getting back to businessRead Thrivent's 2024 Market Outlook to learn more about why despite uncertainties, a resilient U.S. economy and easing inflation hint at a positive 2024.
November 2023 Market Update: Rising rates take their tollThe end of the prolonged increase in U.S. policy rates may be in sight, but the economic consequences are only beginning to show and 2024 could bring more challenges. Read the November 2023 Market Update to learn more.
