One of my favorite parts of this business is to see the impact we make together! My 2024 impact numbers show the difference we make when we live generously. And it’s all thanks to you, my clients and friends.
Basics of a financial plan: What it is & getting startedLet's pursue your financial goals, together. We can help you get started by providing insight on three important steps to establishing a financial plan.
1. Identify where you are.
2. Define financial success so you can outline your goals.
3. Uncover some events that might move you further away from your goals.
Learn more about what makes up a solid financial plan and the process for creating your own.
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Great news! Thrivent’s Money Canvas®️ program has received the prestigious Adults Education Program of the Year award from the Institute of Financial Literacy! 🏆
The EIFLE Awards celebrate innovation, dedication, and excellence in financial literacy education worldwide. It’s exciting to see Thrivent recognized for our commitment to empowering adults with the knowledge and tools to manage their finances effectively.
The Money Canvas®️ program offers free 1-on-1 coaching sessions designed to help you see where your money is going and build healthier financial habits. Ready to take control of your financial future? Sign up today: https://bit.ly/4eTXfuO
Scams in the spotlightWith financial scams on the rise, it’s crucial to understand what they look like and how to safeguard your assets.
Learn more about the different scams you should keep an eye out for and how to protect yourself from falling victim. ⬇️
A proactive approachIf you want to avoid tax surprises in retirement, it helps to implement tax efficient strategies into your financial plan. George and Judy became Thrivent clients in 1968 to prepare for their financial futures. Learn more about their proactive approach and the different ways you can be more tax efficient.
Your degree doesn’t lock you into one field or profession. If you’re looking for a career change, consider becoming a Thrivent financial advisor. Skills you’ve built over years in your current field like effective communication, problem solving and relationship building set you up for a successful career in the financial services industry.
Learn more: thriventcareers.com/3xHEU3c
Want to uncover tax-saving opportunities? Let's review your most recent tax return to identify ways to save so you can fund what matters most. Reach out to schedule an appointment.
It’s another win for Thrivent! Our asset management team earned two Refinitiv Lipper Fund Awards (U.S.) in 2023 for our Small Cap Stock Fund (TSCSX) and Mid Cap Stock Fund (TMSIX). Learn more: https://bit.ly/42PzAFW
Do you need disability insurance?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.
Whether you want extra cushion for financial emergencies or have new hobbies you want to explore, earning income during retirement can help you reach those goals. Check out these 4 ways you can make money while in retirement: bit.ly/3FrhyyP
Take time to review the financial goals that you set for yourself this year. What goals did you achieve? Are there any that need to be reprioritized for next year?
Prepare For Retirement With ConfidenceConcerned inflation could impact your retirement investment returns? Learn more about how guaranteed income options can help you minimize this risk. Here are some factors to consider so you can feel confident in your strategy.
Preparing for retirement is a journey, and having a helpful guide to answer questions, address your fears and be there for you over the long-term can make all the difference. Let’s connect and discuss a strategy for your retirement.
Estate planning essentials: 5 key elements to help prepare for the legacy you want to leaveDo you have confidence that your loved ones will receive your assets after you are gone? Estate planning helps ensure your intentions will be honored.
Keep a close eye on your holiday spending budget. It can be tempting to overindulge during this season, but do a favor for your future self and avoid spending more than you are comfortable with.
Investing $50 a month could add up nicely for your retirementMyth: You need a few thousand dollars to begin investing.
Truth: Although investing involves risk, through time and the power of compounding, a $50-a-month investment can contribute significantly to larger financial goals.
Learn more about why investing earlier on is beneficial.
