Insights
Instead of spreading donations evenly each year, you may combine multiple years of giving into one year—potentially allowing you to itemize deductions in that year.
Generosity can be heartfelt AND strategic.
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#CharitableBunching #TaxPlanning #Generosity #FinancialStrategy #GiveSmart
Life changes.
Jobs change.
Markets change.
A good financial plan isn't about being perfect—it's about having someone help you adjust the route when life takes an unexpected detour.
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#FinancialPlanning #StayTheCourse #RetirementPlanning
So many great Action Teams our members are hosting!❤️
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Have you used your Action Teams yet? Get involved in the community and make an impact ❤️
https://www.thrivent.com/about-us/membership/thrivent-action-teams
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Free financial coaching that’s actually free.
https://bit.ly/4AHV2xB
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I help clients think through the transition from earning a paycheck to creating income they can rely on.
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A new job. A move. A marriage. A loss. A change of heart about retirement.
Our flexible approach helps you respond to change instead of being overwhelmed by it.
https://connect.thrivent.com/joshua-senkbeil
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The good news? You don’t have to wait until RMDs begin to start planning.
Strategies like Roth conversions, charitable giving, wealth transfer and thoughtful income planning can help you manage the tax impact over time.
The earlier you plan, the more options you may have.
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.
#RetirementPlanning #RMD #TaxPlanning #RetirementIncome #FinancialPlanning
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 me today if you want to discuss if this is right for you.
For additional interest rates and other important information: https://bit.ly/4fFumVI
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Let’s see if your investments are still lined up with your goals.
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#PortfolioReview #InvestmentPlanning #FinancialPlanning
Knowing you have a plan in place means less financial stress for you and your family when the unexpected shows up.
Ready to feel confident about what's next?
262-338-7770
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#FinancialWellness
Because a meaningful financial plan should make room for more than numbers. It should make room for life.
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More purpose. More possibilities. More of what makes life meaningful.
Let’s make the most of what you’ve been given.
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#APMA #FinancialPlanning #PurposeDriven #WealthManagement
Make sure you direct yours!
https://www.thrivent.com/about-us/membership/thrivent-choice
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Those initials aren't there to impress you.
They're there to better serve you.
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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
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It’s about helping people use what they’ve been given to care for family, give generously, prepare for retirement, and live out what matters most.
Money has a purpose. Let’s make sure yours does, too.
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#FaithAndFinance #FinancialPlanning #Stewardship #LiveGenerously
Good financial planning starts with a conversation—not a product recommendation.
We believe everyone deserves a financial partner who will listen first, explain things clearly, and build a plan around their life—not a sales quota.
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