New chapter, new responsibilities. Major milestones like marriage, becoming a parent or a career change can impact your financial needs.
Do you know if your employer provides enough disability income insurance coverage in the event that you are ill or injured and unable to work? Some employers do not cover your entire salary or bonus and you may want to consider a supplemental policy to cover any gaps: https://bit.ly/4bqup2t
How to talk to your parents about estate planning with compassionThe hard conversations are often the ones most worth having. Get helpful guidance here 🔽
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.
Disclosures: thrivent.com/social
Recurring subscriptions can be an expense that quickly builds up over time. When was the last time you reviewed which ones you are paying for? Take some time today to cancel the ones you no longer need.
Are you starting to think about ways to financially prepare for your child’s college education expenses? Take a look at this overview of different college savings plan options that break down the advantages and potential tax and financial aid implications: https://bit.ly/3wp7VfX
Working tax efficiency into your financial strategyDid you know there are strategies you can put in place that could reduce your taxes now and in retirement? Let’s start with the basics.
Have you fully funded your IRA for 2021? The more you contribute – and the earlier you do it – increases your opportunity for compound growth which can help protect against inflation. Contribute as much as you can by April 18, 2022.
Understanding income tax strategiesHave you considered how—and when—your savings will be taxed? Take a look at these income tax diversification options you could benefit from in the long-run.
Market and economic impacts of Russian invasion of UkraineThrivent’s Chief Investment Strategist recently shared thoughts on how the Russian invasion of Ukraine may affect markets and the economy. You can read more in the link below. If you’re considering making changes to your investments, let’s find time to discuss in light of this development.
For additional disclosures, visit thrivent.com/social
What factors guide the money decisions in your life? There is no one-size-fits-all strategy and that’s why we take the time to learn about what’s in your heart and mind. Let’s make sure your financial strategy reflects what’s important to you—today and in the future. Let’s connect to review your plan.
How much are you missing out on every day you don’t invest?There is potential value in a head start, especially when it comes to investing. Learn more about the benefits of taking that first step.
Do I Need Life Insurance? Questions To Ask Yourself and Your Family.It’s Life Insurance Awareness Month! Wondering if you need life insurance? Here are some helpful aspects to consider. #LIAM
Wishing you and your family a safe and relaxing Labor Day weekend. In observance of the holiday, our office and the markets will be closed on Monday, September 6.
Working Tax Efficiency into Your Financial StrategyHow tax-efficient is your financial strategy? Here are some basic steps you can take to ensure you’re making the most of your money.
Women who manage moneyWomen can face unique challenges that can keep them from learning about and being involved in money matters. What are the keys to overcoming? Understand what’s holding you back and then begin taking these steps toward empowerment.
Thinking about buying a summer home? Tip: As you consider your budget, be sure your spending plan still leaves room for the things that matter most to you.
