Insights
As your career grows and life becomes more complex, your financial plan should focus on more than just saving and investing. Understanding how taxes affect your long-term goals is an important step that can help keep more of your hard-earned money working for you.
Learn more here: https://bit.ly/45coYDA
If you’d like help finding opportunities to build more tax efficiency into your overall financial plan, don’t hesitate to get in touch.
What is a charitable bequest and why should you consider one?Did you know there’s more than one way to leave assets to a cause you care about? Your options can include a gift through your will, naming a charity as a beneficiary of a life insurance contract or retirement account, or using certain charitable trust strategies.
If charitable giving is part of the legacy you want to leave behind, this article is a helpful overview of the possibilities. us love to know—what’s one of the causes you hope to support?
Taxes play a big role in how far your money can go in retirement.
Whether you’re early in your savings journey or approaching retirement, Thrivent's comprehensive guide breaks down the essentials in simple terms, from how different accounts are taxed to strategies for creating tax-efficient income.
Read more: https://bit.ly/3MybMCS
Still have questions? Let’s schedule time to review your financial plan through a tax-smart lens.
Charitable trusts: pros, cons, and which type is right for youNot all charitable trusts work the same way. A charitable remainder trust provides income to you or another beneficiary first, with remaining assets eventually going to charity. A charitable lead trust essentially reverses the order, providing support to charity first, with remaining assets going to noncharitable beneficiaries.
If you’ve ever wondered how charitable trusts work or how the different types compare, this may be a useful place to start. ⬇️
Have questions after reading? Let’s connect.
Multi-year guaranteed annuity (MYGA) vs. certificate of deposit (CD)Certificates of deposit and multi-year guarantee annuities can both help offer predictability to your portfolio, particularly in an uncertain market. Here’s how to know which might make sense for you.
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What is a multi-year guaranteed annuity (MYGA) & how does it work?Which one of the following tools have you used to help add predictability to your portfolio during periods of market uncertainty?
1. Certificate of deposit (CD)
2. High-yield savings account
3. Multi-Year Guarantee Annuity (MYGA)
If you’ve never heard of a MYGA before, you’re not alone. Let’s explore what it is and how it might work for you.
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Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™.
This single premium fixed deferred annuity offers:
• Dependable interest
• Tax-deferred earnings
• Protection from market risk
Contact us today if you want to discuss if this is right for you.
For additional interest rates and other important information: https://bit.ly/3RA8u4Z
See thrivent.com/social for important disclosures.
Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™.
This single premium fixed deferred annuity offers:
• Dependable interest
• Tax-deferred earnings
• Protection from market risk
Contact us today if you want to discuss if this is right for you.
For additional interest rates and other important information: https://bit.ly/4fFumVI
See thrivent.com/social for important disclosures.
A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.
Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.
For additional interest rates and other important information: https://bit.ly/4qauUq7
See thrivent.com/social for important disclosures.
A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.
Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.
For additional interest rates and other important information: https://bit.ly/4fIaSQk
See thrivent.com/social for important disclosures.
Some careers offer a paycheck. Others offer the opportunity to build something great.
As a Thrivent financial advisor, you can do meaningful work while building a practice that is supported by a network of peers and the strength of a Fortune 500 company.
Explore your next opportunity: https://thriventcareers.com/4dSlSJs
The best career path is the one that fits you.
Some people want to build their own business. Others thrive as part of a team or crave structure to launch their career. That's why Thrivent offers more than one way to become a financial advisor.
Find the path that's right for you at: thriventcareers.com/3SXIt07
Relationships are at the heart of every successful financial practice.
If you're someone who enjoys making connections, growing your network and helping others reach their goals, those strengths could help you build a meaningful practice of your own.
Explore financial advisor opportunities at Thrivent: thriventcareers.com/4dtC5o8
There is a path for you to become a financial advisor (whatever your personality).
Different clients prefer different kinds of financial advisors (all who deliver meaningful, purpose-driven financial advice).
Discover more about the financial advisor career here: thriventcareers.com/4jhB4Dp
Love the work you do (while making an attractive income).
Find purpose, growth and a team of people invested in your success.
Discover more about the financial advisor career: thriventcareers.com/4cIdiwn
#CareerChange #FinancialServices #FinancialAdvisor
Great with people? Natural problem-solver? Both can take you far in your career as a financial advisor.
Get the autonomy you crave and the unlimited income potential you deserve all while enjoying Thrivent's uniquely purpose-driven culture.
Entrepreneurs can learn more here: thriventcareers.com/4A9HCtG
#Careers #FinancialAdvisor #CareerGrowth #Thrivent
Your hospitality skills can take you beyond hospitality. 👀
Your people skills, relationship building and service mindset can translate to a career as a Thrivent financial advisor.
Discover more: thriventcareers.com/45YmZmH
#CareerChange #FinancialServices #FinancialAdvisor
Why do people stay at Thrivent? 🤔
Because you can build a career that’s both financially rewarding and deeply purposeful (doing work that means more).
Discover why our retention rate is above the industry average: thriventcareers.com/46ccOLr
#Careers #FinancialServices #CareerGrowth #Thrivent
Many Thrivent financial advisors pivoted from other industries and achieved the success they knew they were capable of. No matter your background, you can too. Discover how here: thriventcareers.com/4yB4Fgp
Love working in financial services but looking for an employer that offers more?
Our financial advisors enjoy a rewarding, purpose-driven culture and lucrative income opportunities. Learn more here: thriventcareers.com/4vKz0Xa