Basics of a financial plan: What it is & getting startedLet's pursue your financial goals, together. I 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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Risks and habits that can derail your financial planIs your future protected from the unexpected? Here are 5 uncertainties to plan for to keep your goals on track.
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.
Market volatility & your investments: What you need to knowMarket volatility is a natural part of investing, which means risk and reward go hand in hand as markets rise and fall. Here are 7 ways to deal with a volatile stock market.
Income Match Assessment | ThriventWhen it comes to spending your hard-earned dollars in retirement, are you a Protector, Optimizer or Explorer? Take this short quiz to find out.
Preparing for retirement checklist: Are you retirement ready?Retirement planning can feel like a lot. Here’s a simple checklist to help you get started. 👇
Long-term care: Your questions answeredLong-term care is often a misunderstood concept. Check out these frequently asked questions and reach out if you would like to discuss further.
THRIVENT FINANCIAL FOR LUTHERANS, Appleton, WI. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited. Long-term care policies have exclusions, limitations, and terms under which benefits may be reduced, or the contract may be discontinued. For costs and complete details of the coverage, contact your licensed insurance agent/producer.
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Estate planning guide: Essential documents & checklistDiscover some estate planning essentials in this article. Then let's talk through any questions you have.
Download a complimentary copy of Thrivent's digital Will & Estate Planning Guide today. This workbook-style guide walks you through the 4 essential tools of estate planning. Complete this guide and let's connect to discuss your overall financial plan.
Get started today and give your loved ones the gift of estate planning 🎁: https://bit.ly/460TTjT
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Big news! AM Best has reaffirmed Thrivent's A++ (Superior) rating for 2024! 🌟 This demonstrates our continued strength and stability and commitment to serve our clients for generations to come.
Rating is based on Thrivent's financial strength and claims-paying ability and does not apply to investment product performance.
Are you prepared for the tax impact of taking money out of your IRA and other tax-deferred accounts?
Let’s connect to make sure you’re doing all you can to maximize your retirement income and reduce your tax burden.
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24% of U.S. adults surveyed said not saving enough for the future is their biggest financial regret. One simple tip to avoid an in-the-moment purchase you may regret later: wait a while! The time you put between wanting something and making the decision to buy it can help you decide if the item is worthwhile.
As a Thrivent financial advisor, Chandel integrates her faith into her work. She’s built a career serving clients who value the purpose-based advice she gives that helps them reach their financial goals. Explore the opportunity to work with purpose as a Thrivent financial advisor: thriventcareers.com/3VhAHNd
May all who commemorates Maundy Thursday feel the weight of love, to be washed over by love, and to be nourished by love. Reflecting the commandment, washing of feet, and the last supper. Bless all those who are ending Lenten fasts this Holy Week. #FaithFirst
Thrivent wins LSEG Lipper Fund Awards United States 2024Congratulations to Thrivent Asset Management for being named a LSEG Lipper Fund Awards United States 2024 winner for a second year.
March 2024 Market Update: AI points stocks to new highsTake a look at Thrivent’s March 2024 Market Update to learn why we think February’s economic data supports a soft landing in the markets and an eventual easing of monetary policy.
Developing a healthy relationship with money is a lifelong process. Here are some opportunities you can use to teach your kids how to use money as a tool to support their well-being: bit.ly/3VrYExR
November 2023 Market Update: Rising rates take their tollThe end of the prolonged increase in U.S. policy rates may be in sight, but the economic consequences are only beginning to show and 2024 could bring more challenges. Read the November 2023 Market Update to learn more.
May all feel love, peace, and grace as we continuously remember our loved ones who have gone before us.
In this season, starting with vespers on Halloween, or All Hallows Ever, and continuing through All Saints Day, Dia de los Muertos, Naasiivik days, All Saints Sunday, and finishing with Remembrance Day we recognize death, mourn, and grieve together in community. We hold and know, "all are from the dust, and all turn to dust again" (Eccl. 3:20b NRSVue).
#FaithFirst
