Insights

Sequence of returns risk: What it means for your retirement
Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
Help your money last in retirement
Help your money last in retirementA long life is a gift—let’s help make sure your finances can keep up. Start by building financial resilience against inflation, market swings, and rising health and care costs.
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Join us on Tues, Oct 28 @ 6:30 PM Everyone needs a "Love Book". This book is intended for your loved ones should you ever become incapacitated or pass away unexpectedly. This live online event will be presented by a licensed celebrant. All participants will receive their own love book ahead of this live webinar. Please register here ASAP- https://connect.thrivent.com/kelly-grills/events No products will be sold.
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Tomorrow, 12 PM Women, Wealth, and Wisdom lunchtime webinar Join us for a devotional, Christ-centered financial insights, and discussion. Details here- https://connect.thrivent.com/kelly-grills/events Zoom link- https://us06web.zoom.us/j/9467874175
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Next Wednesday, July 9 @ 12 PM! Join us on the 2nd Wednesday of each month for "Women, Wealth, & Wisdom". A chance to gain insight into Biblical stewardship- a monthly Biblical insight, helpful tips, and opportunities to ask questions. Attend to hear stories of women who have figured out a few things about their finances and live enriched lives beyond their bank accounts. Register here- https://connect.thrivent.com/kelly-grills/events?utm_source=ExtNet&utm_medium=Yext&y_source=1_MTAwODY2NjEzMy00ODMtbG9jYXRpb24ud2Vic2l0ZQ%3D%3D No products will be sold.
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Join me in celebrating my 2-yr Thrivent anniversary! Candle Creation Celebration Come pour a candle with us. Feel free to bring along a friend! June 28, 11 AM at BDC Candle Bar Cost- $0 Register here- https://connect.thrivent.com/kelly-grills/events No products will be sold
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I still have space for several more ladies. Please join me to celebrate, collect donations for Beautiful Beginnings, and pour your very own original candle & create a unique room spray. Register here- https://connect.thrivent.com/kelly-grills/events No products will be sold.
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Join me in celebrating my 2-yr Thrivent anniversary! Candle Creation Celebration June 28, 11 AM at BDC Candle Bar Cost- $0 Register here- https://connect.thrivent.com/kelly-grills/events No products will be sold
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Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO
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Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.
5 financial risks (and how to adapt your financial plan)
5 financial risks (and how to adapt your financial plan)Are you prepared for financial changes? With proactive planning and flexible strategies, you can manage risks and habits that could impact your financial plan. Learn more about protecting your finances from what-ifs. ⬇️
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Sending love and gratitude to all the moms and mother figures who made us who we are today. Happy Mother’s Day!
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Happy Easter to you and your family! Hope your day is filled with celebration and special moments.
Is early retirement right for you?
Is early retirement right for you?Curious how you can start your retirement sooner? Depending on your current income and expenses, it's possible. Here are things to keep in mind when considering if early retirement is right for you. ⬇️
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Come join us for a Stuffing Party this Thursday, 1pm, at the Peach Cobbler Factory on Collier. We'll stuff eggs for NoMore, share laughs, and indulge in sweet treats (on us). Want in on the egg-cellent time? Comment below!
Enjoy retirement income without the guesswork
Enjoy retirement income without the guessworkYou've spent years building your retirement nest egg—now let's make it work for you. Let's discuss how to turn your savings into steady, reliable income that lasts.
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Managing risks to your retirement savings doesn't have to be complicated. You can maximize your guaranteed income sources, prepare for market volatility and have a mindful withdrawal plan. Here are important things to consider: https://bit.ly/4idtvKz If you'd like to discuss your unique retirement risk factors, let's set up a meeting.
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Help us help the Build a Basket Easter Outreach Program! This is an initiative by The No More Foundation designed to bring hope, joy, and God’s Word to vulnerable communities in the Tampa Bay area. This program provides thoughtfully curated Easter gifts to anti-trafficking ministries, foster care homes, and group homes. These gifts serve as a tangible reminder of God’s promise of freedom. YOU can help make that possible! Let's collect items for the gifts. Here are some ideas: Plastic eggs, easter grass, small WRAPPED or PACKAGED candy (examples: mini candy bars, mini bags of jelly beans or other candy), small toys or crafts You can drop them off at our office next week or March 24-26th. Please text Sally to ensure she is in office ahead of swinging by at 813-694-5829. We love our clients!
How to invest for retirement: Account types & strategic moves
How to invest for retirement: Account types & strategic movesInvesting for retirement takes planning, but it doesn't have to be complex. Once you know your retirement goals and investment style, you can make a solid, long-term plan for retirement. Let's connect to talk more about this important topic.
Looking forward to seeing you all today- Monday, February 17 @ 6:30 PM for "Women, Wealth, and Wisdom" via Zoom (https://us06web.zoom.us/j/9467874175) No products will be sold