It’s hard to believe the year is already winding down! While shopping, baking and holiday gatherings may be at the top of your to-do list, don’t forget to carve out time for a year-end financial checkup.
Taking these 6 steps now can help you minimize your taxes, strengthen your savings and start the new year on solid footing.
👉 If you’d like personalized guidance, let’s connect.
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.
6 year-end financial tasksThe hustle and bustle of the holiday season can distract us from other action items on our checklist. End the year on a strong note by refocusing on your finances. Take a look at these tasks to complete before Dec. 31.
Congrats to our clients Joe & Kathy Bush for winning our 'Dog Basket' during our Fall Diaper Drive.
A huge thank you to all our clients who gave willingly to the cause and raised over 1,725 diapers for our local Clarity!
Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
Fall is in the air. Farmers are gathering their harvest, friends are laughing around bonfires, sweaters are coming out of the wardrobe and the World Series is here.
Yep, one of the best times of the year. Enjoy!
Help your money last in retirementA long life is a gift—let’s help make sure your finances can keep up. Start by building financial resilience against inflation, market swings, and rising health and care costs.
There is still time for you to make an impact with our local diaper drive to benefit Clarity!
Be it adult or infant diaper donation of any size, Thrivent will donate $1 per diaper, up to a total of $150 to Clarity right here in Columbus.
Drop off your donation of any size and we will enter you into a drawing for one of these gift baskets.
Wealth transfer strategies: How to leave assets to your loved onesPassing on assets is more than drafting a will—it’s an opportunity to share the beliefs and goals that shape your legacy. By planning now, your legacy is shaped by intention, not left to chance. Let’s schedule time to connect and help ensure your values carry forward in a lasting way.
Are you ready for penalty-free retirement withdrawals? Reach out to learn more about taking withdrawals starting at age 59½ and how we can help you reach your retirement goals.
See thrivent.com/social for important disclosures.
"He has made everything beautiful in its time. He has also set eternity in the human heart; yet no one can fathom what God has done from beginning to end." - Ecclesiastes 3:11
Life insurance checkupDoes your life insurance still fit your life? A lot can change over time. Here’s when to consider a review and what it could uncover. ⬇️
Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA
How many times have you seen someone worry about finances while grieving the loss of a loved one?
With life insurance, families can protect their financial futures—so they can focus on grieving and healing together during times of loss.
Let’s connect and discuss how life insurance can be tailored to your needs.
See thrivent.com/social for important disclosures.
Great news! Thrivent is maintaining its strong financial ratings from Moody’s Ratings, reflecting our ongoing financial strength and stability. These ratings reflect our excellent financial profile, business fundamentals and performance. Proud to be part of an organization that is financially strong and committed to serving clients for the long-term!
Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.
What is a deferred annuity & how does it work?Curious if a deferred annuity might be a fit in your retirement strategy? Here are some of its possible benefits:
👉 Income in retirement
👉 Risk-based options
👉 Tax-deferred growth
👉 Optional rider benefits
For more information on deferred annuities, take a look at this article. Let’s connect if you want to discuss how an annuity could help you reach your retirement goals.
7 ways to help reduce your taxable incomeSeeing your hard-earned money go towards taxes can be frustrating. However, there are ways you can help reduce your tax burdens and become more tax efficient. ⬇️
Pros & cons of paying off your mortgage before you retireIf 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.
Maximizing Social Security for married couples: How it works & spousal strategies to considerDifferences in each spouse’s Social Security retirement benefits and estimated life expectancy can affect your retirement strategy. Take a look at 4 strategies you can use to help maximize your Social Security benefits as a couple. ⬇️
