Have you taken advantage of all available opportunities?
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#financialplanning #retirementplanning #insuranceplanning #investmentplanning #CDFA #endofyearplanning #thrivent
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Have an attitude of gratitude! Focus on:
Achievements you’re proud of
Lessons learned from challenges
Ways you’ve supported others (and how others have supported you)
A mindful approach can help you plan confidently for the months ahead.
#financialplanning #retirementplanning #insuranceplanning #investmentplanning #thrivent
Estate Planning Isn’t Just for the Wealthy, It’s a Gift to The People You LoveEstate planning isn’t something we think about every day, but the steps you take now can make life easier, more transparent, and less stressful for the people you love.
#financialplanning #estateplanning
A new chapter means new financial considerations. Let’s build a strategy to help you move forward with confidence.
https://connect.thrivent.com/jennifer-bahr
#financialplanning #retirementplanning #insuranceplanning #investmentplanning #CDFA #thrivent
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Women are no longer just overseeing household budgets; they are also making strategic investment decisions, building long-term wealth, and reshaping the economy.
#financialplanning #womenfinances #wealthplanning
The timing of your Social Security benefits can impact your retirement income. Let’s make sure you maximize it.
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#financialplanning #retirementplanning #insuranceplanning #investmentplanning #CDFA #socialsecurity #thrivent
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The holiday season can sneak up fast, and financial stress often follows. Now’s a great time to set expectations for gifts, celebrations, and spending. Consider:
What’s realistic for your budget?
How many gifts or events make sense?
Which traditions bring joy without pressure?
Small planning steps now can make the holidays feel intentional instead of overwhelming.
#financialplanning #retirementplanning #holidaybudget
Going through separation or divorce often brings up more than emotional uncertainty… finances become part of the questions, too. As a CDFA®️ (Certified Divorce Financial Analyst®️), my role is to help you and your advisor or attorney understand how the financial decisions you’re making today may impact your future.
Let’s talk about how your financial picture fits into your next chapter.
https://connect.thrivent.com/jennifer-bahr
#cdfa #divorce
Jennifer Bahr, Financial Advisor in Puyallup, WA | ThriventDivorce isn’t just an emotional transition; it’s a financial one as well. If you need to discuss sorting property, evaluating retirement plans, understanding support obligations, or thinking about taxes, I’m here to help.
Start here: https://connect.thrivent.com/jennifer-bahr
#cdfa #divorce
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Jennifer Bahr, Financial Advisor in Puyallup, WA | ThriventI understand that women’s financial needs can differ from men’s: they often earn less over a lifetime, manage care for multiple generations, and live longer.
My aim: provide a space where you feel heard, and together we explore tailored strategies for your life stage, whether preparing for retirement income, examining asset management, or shaping your charitable and legacy vision.
Let’s connect: https://connect.thrivent.com/jennifer-bahr
#financialplanning #retirementplanning #insuranceplanning #investmentplanning #thrivent
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Jennifer Bahr, Financial Advisor in Puyallup, WA | ThriventThe transition from one chapter of life to another often brings questions — about retirement savings, tax implications, asset management, or legacy gifts.
At my practice, the approach begins with relationship and understanding. Together, we’ll look at where you are and walk through what could matter for you.
If you’re a single, divorced, or widowed woman seeking a financial conversation built around your story, I’d welcome the chance to talk.
#financialplanning #retirementplanning #insuranceplanning #investmentplanning #thrivent
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Jennifer Bahr, Financial Advisor in Puyallup, WA | ThriventAs a CDFA®️, my focus is on helping clients and their legal/financial teams ask the right questions and analyze the financial implications of divorce decisions.
Whether you’re early in the process or nearing a settlement, having reliable financial insight can make a difference in how you plan what comes next.
#cdfa #divorce
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Jennifer Bahr, Financial Advisor in Puyallup, WA | ThriventMany women navigating change, whether single, divorced, or widowed, face unique financial conversations. I’m here to listen, learn what matters to you, and help explore options that reflect your life story.
If you’d like to talk about your financial picture in a way that honors your goals, let’s connect.
Start here: https://connect.thrivent.com/jennifer-bahr
#financialplanning #retirementplanning #insuranceplanning #investmentplanning #thrivent
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Understanding your financial picture is key to making informed decisions.
https://connect.thrivent.com/jennifer-bahr
#financialplanning #retirementplanning #insuranceplanning #investmentplanning #CDFA #thrivent
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Dump your spouse, not your assets: 7 tips for surviving 'gray divorce'Women are more likely to initiate a divorce later in life, but they often face greater financial setbacks afterward. Here are seven tips for managing your finances in a gray divorce:
#divorce #financialplanning #graydivorce #retirementplanning #cdfa
Lifestyle inflation: What it is & how to avoid it“Lifestyle creep” can derail your money management goals. But with careful planning, you can take control of your budget.
#budgeting #lifestylecreep #wealthmanagement #savings #financialplanning
How Do Couples Split Their Finances and Financial Plans?A couple’s financial arrangement can influence everything from daily expenses to long-term savings goals. Whether you keep things 50/50 or blend your budgets, it’s important to find what works for both of you.
#financialplanning
Your estate plan ensures your assets go where you want. Let’s make sure your wishes are documented.
https://connect.thrivent.com/jennifer-bahr
#financialplanning #retirementplanning #insuranceplanning #investmentplanning #estateplanning #CDFA #thrivent
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❤️ Financial planning can feel overwhelming, but I’m here to help. Let’s navigate this journey together.
https://connect.thrivent.com/jennifer-bahr
#financialplanning #retirementplanning #insuranceplanning #investmentplanning #CDFA #thrivent
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Taxes in retirement: A comprehensive guideNearing retirement age? Our taxes in retirement guide will give you tax-efficient strategies and help you understand how to manage your savings.
#taxplanning #thrivent
