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Merry Christmas from Brenda, Harry, and Me! 🎄🐾 Wishing you a season filled with love, laughter, and joy. May your holidays be as warm and wonderful as a cuddle with Harry! ❤️✨
Merry Christmas from Brenda, Harry, and Me! 🎄🐾 Wishing you a season filled with love, laughter, and joy. May your holidays be as warm and wonderful as a cuddle with Harry! ❤️✨
You must complete QCDs by Dec. 31 for them to count toward your annual RMD. 📱(805) 375-3258 For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
You must complete QCDs by Dec. 31 for them to count toward your annual RMD. 📱(805) 375-3258 For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Life changes—so should your paperwork. Take a moment to update beneficiaries on your financial accounts. It’s a simple step with a significant impact. 📝 📱(805) 375-3258 For disclosure information, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #finance #wealth #community
Life changes—so should your paperwork. Take a moment to update beneficiaries on your financial accounts. It’s a simple step with a significant impact. 📝 📱(805) 375-3258 For disclosure information, see thrivent.com/social If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. #finance #wealth #community
This holiday season, give yourself the gift that keeps on giving: financial confidence. Whether it's planning for retirement, saving for a big purchase, or just making sure you're covered for the unexpected, a solid financial plan can help you feel secure and confident. Reach out to learn how I can help you prepare for a prosperous 2025! #HolidaySeason #FinancialWellness For disclosure information, see thrivent.com/social
This holiday season, give yourself the gift that keeps on giving: financial confidence. Whether it's planning for retirement, saving for a big purchase, or just making sure you're covered for the unexpected, a solid financial plan can help you feel secure and confident. Reach out to learn how I can help you prepare for a prosperous 2025! #HolidaySeason #FinancialWellness For disclosure information, see thrivent.com/social
Giving money💲 to important causes is in keeping with the spirit of the holidays, and doing so before year-end can give you an extra write-off at tax time. 📱 (805) 375-3258 See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
Giving money💲 to important causes is in keeping with the spirit of the holidays, and doing so before year-end can give you an extra write-off at tax time. 📱 (805) 375-3258 See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
Get ahead on tax season by organizing your documents and looking for potential deductions or credits. April will thank you. 📂 For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.
Get ahead on tax season by organizing your documents and looking for potential deductions or credits. April will thank you. 📂 For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.
Are misconceptions about annuities holding you back from securing the income protection and tax-deferred growth your plan is missing? For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
Are misconceptions about annuities holding you back from securing the income protection and tax-deferred growth your plan is missing? For disclosure information, see thrivent.com/social. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future. 📱(805) 375-3258 For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future. 📱(805) 375-3258 For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Happy Thanksgiving! Enjoy your day and give thanks for the blessings in your life.
Happy Thanksgiving! Enjoy your day and give thanks for the blessings in your life.
Getting it done early helps reduce stress and gets your financial plans are on track. Have questions or need help? I'm here to guide you through it. Let's make sure you're ready before time runs out! For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Getting it done early helps reduce stress and gets your financial plans are on track. Have questions or need help? I'm here to guide you through it. Let's make sure you're ready before time runs out! For disclosure information, see thrivent.com/social While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.