June 2025 Market Update: Confidence reboundsThe mixed economic data of May highlighted our economy is still slowing. Read Thrivent Asset Management's thoughts on how our outlook has changed in the June market update.
June 2025 Market Update: Confidence reboundsThe mixed economic data of May highlighted our economy is still slowing. Read Thrivent Asset Management's thoughts on how our outlook has changed in the June market update.
If you fall into any of the categories below, you may want to consider how disability income insurance can help you when you most need it:
>> Family breadwinners
>> Stay-at-home parents
>> People with physically demanding jobs
>> Self-employed workers
>> Workers with insufficient coverage
For more information on disability income insurance: https://bit.ly/44JFBY0
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: https://bit.ly/44L4CSw
Thrivent Charitable celebrates 2024 Voices in PhilanthropyI am honored to be inducted into the Voices in Philanthropy (VIP) Hall of Honor by Thrivent Charitable. Thank you to my clients who live out their values by creating the change in their communities and the world that matters most to them.
Join me in reading the full news article, announcing this year’s honorees:
thriventcharitable.com/2024-VIPs.
For important disclosures see thriventcharitable.com/social
The 3 advantages of life insurance for childrenDid you know that purchasing life insurance for children while they are young is more beneficial than waiting until they are older? Here are three reasons to insure them now.
Leave a legacy of generosityWant to leave the most to the people and causes you love? You can minimize taxes and maximize your impact with these smart adjustments to your financial strategy.
Take a look at these options and let’s connect. 👇🏼
Bring your retirement into focusTrue, you can't control how markets behave. But don't let that stop you from taking charge of your retirement savings strategy.
Explore opportunities to help keep your retirement goals within reach.
How to make financial decisions that reflect your valuesMoney decisions aren't just about numbers; they're about your heartstrings! 💓
Discover how to align your financial decisions with your values in Thrivent’s latest article. 📰
Learn:
1. Identify your core values through self-reflection.
2. Set SMART goals in line with your values.
3. Seek professional advice for a purpose-driven financial strategy.
Read more. 👇
Life insurance for estate planning: 5 things it can help you accomplishDid you know permanent life insurance can support a range of estate planning goals?
From paying down estate taxes to creating generational wealth, here are 5 ways it can help support your legacy. 👇🏼
Thrivent Multi-Year Guarantee Annuity™️Want growth you can count on? Get a locked-in interest rate for the guarantee period you choose – either 3, 5, 7 or 9 years – with Thrivent’s Multi-Year Guarantee Annuity.
For more information, let's connect today.
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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 lasting a legacy. 👇🏼
An act of love: Tips for aging parentsHelping your loved ones understand your end-of-life plan can alleviate their future stress.
Here are some tips to guide you in deciding when and how to initiate this essential conversation. 👇
As a Thrivent market vice president, Josh integrates his faith into his work. He’s built a career serving clients who value the purpose-based advice he gives that helps them reach their financial goals.
Explore the opportunity to work with purpose as a Thrivent financial advisor: thriventcareers.com/3sQPHFN
Investing time and energy into financial self-care can help you feel more empowered about your finances, enable you to manage ups and downs better and take control of emotional decision making. Check out these 8 tips for creating a financial self-care routine: bit.ly/3DlzLNS
Planning for retirement as a couple can be challenging, but it doesn’t have to be. Check out these 4 steps to creating a retirement plan that works for both of you: https://bit.ly/3V0Jxwz
9 myths about disability insuranceNot sure if disability income insurance is something you need? Here are 9 common assumptions to reconsider. Let's connect if you're ready to take the next step.
Not sure what type of life insurance coverage your family needs? Here are the key things you need to know about short- and long-term life insurance: https://bit.ly/3PE1waZ
Take a look, then let’s schedule a time to talk about your family’s needs.
#LifeInsuranceAwarenessMonth #LIAM23
Do you need life insurance? Questions to ask yourself & your familyWondering how life insurance can benefit your loved ones when you’re gone? Here's a conversation guide to help you in planning for the unexpected. 👇
Together, we can make sure your family is covered for the future.
#LifeInsuranceAwarenessMonth #LIAM23
