Life transitions come with new responsibilities, and taxes are often one of them. Marriage, welcoming a new baby or going through a divorce can all affect your filing status, tax deductions and overall tax picture.
The IRS has a helpful resource that breaks down what to expect: https://bit.ly/48UOMp0
If you’ve recently experienced a major life change and have questions, feel free to reach out for guidance.
See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
At Thrivent, we know there’s no one-size-fits-all path to success as a financial advisor.
Whether you want to grow your own practice, contribute within a team or launch your career as a Virtual Advisor, there’s a place and a path for you here.
Start your journey ➡️ thriventcareers.com/44X6aZ7
Feeling behind financially? Don’t fret—time is still on your side.
With the right financial planning, you can take control of your money and work toward your goals with confidence—whether you want to buy a home, start a family, pay off student loans or something else.
Here’s how to get started ➡️https://bit.ly/4r9sw2Y
Many people approaching retirement feel unprepared or unsure whether their investments are positioned appropriately for this stage of life.
➡️ Before refining your strategy, it helps to revisit three core factors: your goals, your time horizon and your risk tolerance. Together, they can reveal whether your current allocation still supports what you need in the years ahead.
If you’re wondering whether you’re on track, let’s talk. We can review your investing strategy together and build a financial plan that supports you now—and throughout retirement.
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“'For I know the plans I have for you,' declares the Lord, 'plans to prosper you and not to harm you, plans to give you hope and a future.'” - Jeremiah 29:11
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
Your greatest business asset? Your people.
Key person life insurance helps protect your business if you lose a vital team member, giving you the time and support to recover and move forward. Learn more: https://bit.ly/3DyURvL
Reach out if you’d like to discuss what options may be right for you and your business.
If you’ve ever cared for a parent or loved one, you know how challenging it can be to navigate long-term care. And if you haven’t, chances are you have more questions than answers—which is exactly why planning ahead matters. Consider these key points. ⬆️
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Saving for retirement? Here’s something to consider: different accounts come with different tax implications.
By spreading your savings across taxable, tax-deferred and tax-free accounts, you can give yourself more flexibility in retirement. This makes it easier for you to manage withdrawals, avoid tax spikes and lower your Modified Adjusted Gross Income (MAGI).
Get in touch to discuss the right approach for your unique situation.
See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Risk tolerance. Investment budget. Diversification. Tax implications.
Have these topics been on your mind lately? Together, we can review your financial picture and design a plan that can help you reach your short- and long-term goals.
See thrivent.com/social for important disclosures.
Several factors, like age and marital status, should be taken into consideration when deciding when to start taking Social Security. But those are not the only ones. Learn more about other key factors that impact Social Security: https://bit.ly/44be4hK
Reaching retirement with financial stability is a reason to celebrate. 🎉 Here's a checklist to help you prepare for the retirement you've always wanted: https://bit.ly/4n9Dq6Z
Are you just starting to save for retirement or are nearing retirement age? This guide will help you understand how to manage your retirement income in a tax-efficient manner, so you can make the most out of your hard-earned savings. ➡️ https://bit.ly/4i6KNd7
Thinking about extending your life insurance coverage? Learn more about what to expect when your term life insurance expires and the pros and cons of term-to-life conversions: https://bit.ly/459jpXb
As we embark on a new year, many people are asking themselves big questions about purpose, fulfillment and what they want next in their career.
If you’re feeling that pull, consider exploring a financial advisor career at Thrivent. Whether you want to build your own practice, join a team or grow on our Virtual Advice Team, you’ll find a path that’s both meaningful and rewarding.
Explore our career paths: thriventcareers.com/4pP2CA6
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.
