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Insights

I've got valuable information and resources to share. Explore away! And check back often.

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From retirement strategies to life insurance and investment options, let’s work together to take charge of your financial future. Start here: https://connect.thrivent.com/jennifer-bahr #financialplanning #retirementplanning #insuranceplanning #investmentplanning #thrivent

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From retirement strategies to life insurance and investment options, let’s work together to take charge of your financial future. Start here: https://connect.thrivent.com/jennifer-bahr #financialplanning #retirementplanning #insuranceplanning #investmentplanning #thrivent

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Pros & cons of paying off your mortgage before you retire

If 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.

If you bought or refinanced your home when you were in your mid-30s or older, you may find yourself headed into retirement with a mortgage in tow. You may have...

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18 fun (and affordable) ways to make the most of summer

A fun summer doesn’t have to break the bank. Here are 18 affordable ways to make the most out of the season. #budgeting #vacation #financialplanning

The sweetest moments of summer don’t have to be expensive ones. Even if you’ve put pricey vacation plans on hold while you’re working toward other financial...

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The right investment mix can provide both growth and stability. Are you diversified? Let’s review. https://connect.thrivent.com/jennifer-bahr #financialplanning #retirementplanning #insuranceplanning #investmentplanning #CDFA #thrivent See thrivent.com/social for important disclosures While diversification can help reduce market risk, it does not eliminate it. Diversification does not assure a profit or protect against loss in a declining market.

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The right investment mix can provide both growth and stability. Are you diversified? Let’s review. https://connect.thrivent.com/jennifer-bahr #financialplanning #retirementplanning #insuranceplanning #investmentplanning #CDFA #thrivent See thrivent.com/social for important disclosures While diversification can help reduce market risk, it does not eliminate it. Diversification does not assure a profit or protect against loss in a declining market.

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September is Life Insurance Awareness Month, and it’s the perfect time to review your coverage! Thrivent offers a variety of life insurance policy options so you can have financial confidence knowing the people you love will be protected. Let’s talk about what’s right for you. https://connect.thrivent.com/jennifer-bahr #financialplanning #retirementplanning #insuranceplanning #investmentplanning #thrivent

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September is Life Insurance Awareness Month, and it’s the perfect time to review your coverage! Thrivent offers a variety of life insurance policy options so you can have financial confidence knowing the people you love will be protected. Let’s talk about what’s right for you. https://connect.thrivent.com/jennifer-bahr #financialplanning #retirementplanning #insuranceplanning #investmentplanning #thrivent

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If you have a retirement account, Required Minimum Distributions (RMDs) can impact your taxes and cash flow. https://connect.thrivent.com/jennifer-bahr See thrivent.com/social for important disclosures. #financialplanning #retirementplanning #insuranceplanning #investmentplanning #CDFA #thrivent

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If you have a retirement account, Required Minimum Distributions (RMDs) can impact your taxes and cash flow. https://connect.thrivent.com/jennifer-bahr See thrivent.com/social for important disclosures. #financialplanning #retirementplanning #insuranceplanning #investmentplanning #CDFA #thrivent

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About Jennifer Bahr, Financial Advisor in Puyallup, WA | Thrivent

A later-in-life divorce doesn’t have to ruin your retirement plan. If you need financial expertise during your divorce proceedings, I can help. #cdfa #financialplanning #retirementplanning See thrivent.com/social for important disclosures.

Learn about Jennifer Bahr, a financial advisor in Puyallup, WA with Thrivent, a Fortune 500 financial services organization with a 100+ year history.

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Who Pays the Bill When You're Dating After 50?

Dating after 50? These five tips can help you approach talking about finances when dating as an older adult. #finances #financialplanning

Here's how to handle who pays when you're jumping back into the dating...

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7 Ways To Plan A Budget-Friendly Family Vacation Without Skimping On Fun

Want to travel eco-consciously without breaking the bank? Here are budget-friendly tips for a sustainable vacation. #travel #budgeting #saving #financialplanning

From using credit card points to booking a trip in the off-season, here's how you can plan a family vacation for less.

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Passive income, investments, Social Security, and tax-efficient withdrawals all play a role in retirement. Let’s explore your options. https://connect.thrivent.com/jennifer-bahr See thrivent.com/social for important disclosures. #financialplanning #retirementplanning #insuranceplanning #investmentplanning #CDFA #socialsecurity #thrivent

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Passive income, investments, Social Security, and tax-efficient withdrawals all play a role in retirement. Let’s explore your options. https://connect.thrivent.com/jennifer-bahr See thrivent.com/social for important disclosures. #financialplanning #retirementplanning #insuranceplanning #investmentplanning #CDFA #socialsecurity #thrivent

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

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