When you’re balancing big priorities—saving for a home, paying down debt, or supporting a growing family—investing is easy to push aside.
But here’s why it matters 👇
Even small, steady contributions can grow over time thanks to compound growth. Start early, stay consistent, and give your future more potential.
For additional disclosure, see thrivent.com/social
#InvestingBasics #CompoundGrowth #FinancialWellness #FutureFocused #SmartMoneyMoves #LongTermPlanning #BuildYourFuture #MoneyHabits
From beneficiaries to powers of attorney, small updates today can help prevent confusion tomorrow and keep your plan aligned with what matters most.
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
#EstateAndLegacy #FinancialPlanning #Beneficiaries #FutureFocused #LifeChanges #PlanWithPurpose
Many retirement plans look solid on paper—but have they been tested against real-life scenarios? Market changes, healthcare costs, inflation, and longevity can all impact your retirement income.
Stress testing your plan helps identify gaps, strengths, and opportunities—so you can move forward with confidence. Let’s take a closer look together.
#HolisticPlanning #FinancialClarity
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.
#RetirementPlanning #StressTestYourPlan #FinancialConfidence #RetirementReady #FinancialAdvisor #FutureFocused
Roth conversions can offer more than just tax advantages. They may help reduce required minimum distributions (RMDs), create more control over taxable income, and provide tax-free assets for heirs.
Every situation is unique, which is why working with me can help determine if a Roth conversion aligns with your goals—both for retirement and beyond.
#RothBenefits #RetirementIncome #LegacyPlanning #TaxEfficient #FinancialPlanning #AdvisorGuidance #LongTermWealth
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.
View your tax forms along with other documents online! 💻
https://www.thrivent.com/
Neither Thrivent Financial nor its affiliates or representatives provide legal or tax advice. You should consult with your attorney or tax advisor for specific advice.
See thrivent.com/social for additional disclosures.
Finances + Generosity | ThriventEven though your personal finances likely start with your personal goals, they can also be a way to support the people, causes and community you love. Who are you building your legacy for?
Saving for retirement is important—but knowing whether your savings will last is essential. A retirement stress test helps evaluate how your plan holds up under different scenarios and life changes.
If you’ve ever wondered, “Will I have enough?” this is a great place to start. Let’s build clarity and confidence together.
#RetirementGoals #PlanWithConfidence #StressTest #FinancialPlanning #RetirementIncome
For disclosure information, see thrivent.com/social.
Estate planning is not determined by age; it’s all about being prepared. We collaborate with your attorney so that your estate plan aligns seamlessly with your overall financial strategy.
For disclosure information, see thrivent.com/social.
#EstatePlanningMatters #FinancialAdvisor #LifePlanning #FutureFocused #HolisticPlanning
Should you expect the Federal Reserve to cut interest rates this year? Hear projections from Thrivent’s Senior Vice President and Chief Investment Strategist Steve Lowe: https://bit.ly/4qBuKr2
An Individual Retirement Account (IRA) is one of the most effective ways to save for retirement because of its tax advantages.
Depending on the type of IRA, your contributions may be tax-deductible today, or your withdrawals in retirement may be tax-free. Either way, an IRA helps your money grow more efficiently over time—so you can keep more of what you earn and build toward the future you want.
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.
#IRA #RetirementPlanning #TaxAdvantaged #FinancialWellness #LongTermPlanning #BuildYourFuture #SmartMoney
Charitable giving is about more than generosity—it’s about purpose.
Whether your goal is to make an immediate impact or build a lasting legacy, charitable giving can be a meaningful part of a well-rounded financial plan.
#CharitableGiving #PurposeDriven #LegacyPlanning #FinancialWellbeing #GivingBack #WealthWithPurpose
For disclosure information, see thrivent.com/social.
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.
🎉 Celebrating 5 Years with Tom McQueen ! 🎉
Today we’re proud to celebrate Tom’s 5-year service anniversary!
We’re incredibly grateful for his dedication, hard work, and the positive impact he brings every day. We’re thankful to have him as part of our Crossroads team, and we look forward to many more years ahead together.
Thank you, Tom, for all you do! 👏✨
#ServiceAnniversary #TeamCelebration #Grateful #CrossroadsTeam #WorkAnniversary #TeamAppreciation #FiveYearsStrong
For disclosure information, see thrivent.com/social.
Originally from Rhode Island, Sherri is a proud parent to two adult children and a devoted dog mom to two Australian Labradoodles, Rhody and Finn, who bring so much joy to their home. 🐾
When she's not working, you’ll usually find her in the kitchen cooking, soaking up time at the beach, or exploring new travel destinations.
For additional disclosure, see thrivent.com/social
#OriginallyFromRI #FamilyLife #DogMomLife #AustralianLabradoodle #LifeOutsideWork #BeachLover #TravelInspired #HomeAndHeart #EverydayJoy
Charitable giving isn’t defined by the size of a gift—it’s defined by intention. From small recurring donations to volunteering time or donating appreciated assets, there are many ways to give that fit different financial situations.
With the right approach, giving can be both impactful and financially efficient—helping you support what matters most while staying aligned with your broader goals.
#SmartGiving #Philanthropy #FinancialPlanning #ValuesBasedPlanning #GivingWithIntention
For disclosure information, see thrivent.com/social.
Our team is passionate about financial planning because clarity changes everything. We help you answer those questions and guide your next decisions—so your money supports your best life, not your biggest worries.
#FinancialClarity #RetirementPlanning #SmartMoneyMoves #FinancialWellBeing #MoneyQuestions #SouthCoastMA #PlanWithConfidence
For disclosure information, see thrivent.com/social.
We believe strong financial planning supports not just your future—but the life you’re living right now.
#CommunityFocused #FamilyValues #LocalBusiness #WestportMA #SouthCoastLiving #FinancialAdvisor #LifeAndMoney #BuiltOnRelationships
For disclosure information, see thrivent.com/social.
If you’re relatively new to investing, understanding the basics of how realized gains and losses are taxed can help you make smarter decisions. These 4 rules are a great place to start.
📌 For more, check out this guide: https://bit.ly/4p4h9Hn
At the heart of what we do is people—not just numbers.
We’re a Christian-owned financial planning practice that believes money should support the life you want to live, not distract from it. Most people simply want to make good decisions with what they’ve worked hard to earn, enjoy time with family and friends, and feel confident about the future.
Our goal is to help align your financial decisions with your values—so your plan reflects what truly matters to you today and in the years ahead.
#FinancialPlanning #ValuesBasedPlanning #FaithAndFinance #PurposeDriven #FamilyFirst #SouthCoastMA #FinancialConfidence #LiveWithPurpose
For disclosure information, see thrivent.com/social.
The truth is simple:
📈 Consistency compounds.
The earlier someone starts having basic conversations about saving, investing, and goal-setting, the more opportunity they have to get ahead and make confident decisions.
Whether you’re just starting out or re-evaluating your strategy, now is always the right time to begin planning with purpose.
For disclosure information, see thrivent.com/social.
#FinancialPlanning #InvestingBasics #StartEarly #WealthBuilding #FinancialConfidence
Our approach: craft plans that aren’t tied to one fixed assumption, but instead give you the flexibility to navigate the unknown with confidence. If you’re curious how possible tax changes could impact your goals, let’s talk.
#TaxPlanning #FinancialStrategy #PlanAhead #FinancialConfidence
For disclosure information, see thrivent.com/social.
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice.
