Insights
I've got valuable information and resources to share. Explore away! And check back often.
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Ready to simplify your retirement? Get started with 3 questions to help determine if downsizing is right for you: 1. Do I want to simplify my living? 2. Is my retirement income sufficient for my desired lifestyle? 3. Will my current neighborhood continue to meet my needs as I age? Then let’s connect to talk through these questions and more.
![Image](https://hsl-pnw-downloadable-files.s3.amazonaws.com/256/e37f5f47d7804f76a584aaea74388a86.png)
Ready to simplify your retirement? Get started with 3 questions to help determine if downsizing is right for you: 1. Do I want to simplify my living? 2. Is my retirement income sufficient for my desired lifestyle? 3. Will my current neighborhood continue to meet my needs as I age? Then let’s connect to talk through these questions and more.
![Image](/themes/custom/hearsay_thrivent/images/eye-icon.png)
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The latest survey from Thrivent finds that 46%—nearly half—of parents surveyed report they’ve had their adult children boomerang back home to live with them.* If you have adult kids living at home with you, see it as an opportunity to: - Set clear rules and stick to them. - Teach good money habits. - Be a role model. And in the meantime, don’t forget to make use of an extra set of hands to help around the house. 👏🏼 Need help prioritizing financial goals in this season? Let’s talk. *Thrivent 2024 Boomerang survey
![Image](https://hsl-pnw-downloadable-files.s3.amazonaws.com/256/1c9ee898cb094eb0845922db9c96084d.png)
The latest survey from Thrivent finds that 46%—nearly half—of parents surveyed report they’ve had their adult children boomerang back home to live with them.* If you have adult kids living at home with you, see it as an opportunity to: - Set clear rules and stick to them. - Teach good money habits. - Be a role model. And in the meantime, don’t forget to make use of an extra set of hands to help around the house. 👏🏼 Need help prioritizing financial goals in this season? Let’s talk. *Thrivent 2024 Boomerang survey
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It's time for a summer financial check-in. How are you feeling about your finances? Always here for a quick check-in to talk through any financial concerns you’re experiencing—and to celebrate the wins, too!
![Image](https://hsl-pnw-downloadable-files.s3.amazonaws.com/256/ad7832045c8b4d17ac47fa37c6d0bf6d.jpg)
It's time for a summer financial check-in. How are you feeling about your finances? Always here for a quick check-in to talk through any financial concerns you’re experiencing—and to celebrate the wins, too!
![Image](/themes/custom/hearsay_thrivent/images/eye-icon.png)
![Image](https://hsl-pnw-downloadable-files.s3.amazonaws.com/256/d4926116662e407190f48670b319af4a.jpg)
Annuities can help you take care of your family after you retire, by supporting your needs in a flexible way. Learn more: https://bit.ly/4drbE0T #AnnuityAwarenessMonth
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Annuities can help you take care of your family after you retire, by supporting your needs in a flexible way. Learn more: https://bit.ly/4drbE0T #AnnuityAwarenessMonth
![Image](/themes/custom/hearsay_thrivent/images/eye-icon.png)
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The right financial product is the one that aligns with where you’re at in life. An annuity can provide stable, predictable income. Resonate with where you’re at and what your needs are? Let’s talk about how an annuity can fit into your overall financial plan. Guarantees based on the financial strength and claims paying ability of the product’s issuer. See thrivent.com/social for important disclosures. #AnnuityAwarenessMonth
![Image](https://hsl-pnw-downloadable-files.s3.amazonaws.com/256/42cf364ed40145d2bbd970bded0d353b.png)
The right financial product is the one that aligns with where you’re at in life. An annuity can provide stable, predictable income. Resonate with where you’re at and what your needs are? Let’s talk about how an annuity can fit into your overall financial plan. Guarantees based on the financial strength and claims paying ability of the product’s issuer. See thrivent.com/social for important disclosures. #AnnuityAwarenessMonth
![Image](/themes/custom/hearsay_thrivent/images/eye-icon.png)
![Image](https://hsl-pnw-downloadable-files.s3.amazonaws.com/256/195cb887531f4a52a39338dc2e0db398.png)
Wondering if you should add a fixed annuity to your retirement strategy? Consider these possibilities: 👉 It may help you accumulate retirement savings without an annual tax bill cutting into your earnings 👉 It could supplement other sources of guaranteed income, like Social Security or a pension 👉 It could provide a stable income to cover your essential expenses in retirement no matter how the investments in your IRA are performing To learn more about fixed annuities: https://bit.ly/3OGKUj3 #AnnuityAwarenessMonth
![Image](https://hsl-pnw-downloadable-files.s3.amazonaws.com/256/195cb887531f4a52a39338dc2e0db398.png)
Wondering if you should add a fixed annuity to your retirement strategy? Consider these possibilities: 👉 It may help you accumulate retirement savings without an annual tax bill cutting into your earnings 👉 It could supplement other sources of guaranteed income, like Social Security or a pension 👉 It could provide a stable income to cover your essential expenses in retirement no matter how the investments in your IRA are performing To learn more about fixed annuities: https://bit.ly/3OGKUj3 #AnnuityAwarenessMonth
![Image](/themes/custom/hearsay_thrivent/images/eye-icon.png)
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Do you have a financial plan that's personalized to your goals and priorities? No matter what stage of life you're in, together we can create a plan that helps you feel confident. Here are six steps you can take to get started: 1. Use SMART goals to establish clarity. 2. Get a full understanding of your current financial situation. 3. Check the strength of your financial foundation. 4. Grow what you have today into what you need for tomorrow. 5. Build a mindful spending strategy for the years ahead. 6. Establish your legacy. Learn more about the six steps and how you can use them to build your plan: https://bit.ly/3V0AXQg Disclosures: thrivent.com/social
![Image](https://hsl-pnw-downloadable-files.s3.amazonaws.com/256/6ae54c593ccb4f39be194920ed780f1f.png)
Do you have a financial plan that's personalized to your goals and priorities? No matter what stage of life you're in, together we can create a plan that helps you feel confident. Here are six steps you can take to get started: 1. Use SMART goals to establish clarity. 2. Get a full understanding of your current financial situation. 3. Check the strength of your financial foundation. 4. Grow what you have today into what you need for tomorrow. 5. Build a mindful spending strategy for the years ahead. 6. Establish your legacy. Learn more about the six steps and how you can use them to build your plan: https://bit.ly/3V0AXQg Disclosures: thrivent.com/social