Insights

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Hope you and your loved ones enjoy a safe and relaxing Labor Day weekend. The markets and our office will be closed, in observance of the holiday.
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Have you dipped into your rainy day fund this year? Make sure to replenish it so you can stay prepared for unforeseen expenses.
Prepare For Retirement With Confidence
Prepare For Retirement With ConfidenceConcerned inflation could impact your retirement investment returns? Learn more about how guaranteed income options can help you minimize this risk. Here are some factors to consider so you can feel confident in your strategy.
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One step you should never miss when building generational wealth? Sharing your financial knowledge! What are some of your favorite ways to instill healthy financial habits in your children?
Personalized financial guidance at every step
Personalized financial guidance at every stepSometimes a talk with someone you trust is all you need to keep your finances on track. Anytime you’d like to go further with your strategy, reach out and we can talk more.
How annuities work & when you might need one
How annuities work & when you might need oneShould an annuity be part of your retirement strategy? Take a look at the different types of annuities and why you might want to consider one.
How to save money for a house: 9 realistic strategies
How to save money for a house: 9 realistic strategiesAre you planning to buy a new home in the next few years? Check out these 9 helpful strategies that can get you closer to your goal.
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With back-to-school season around the corner, talk to your children about budgeting for school expenses. Tip: Take them school supplies shopping with a spending limit, so they can be mindful about what goes in the cart.
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Your money should be working as hard for you as you work for it. It’s never too early (or too late) to take a closer look.
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Thinking about buying a new vehicle and can't decide between gas or electric? Take a look at the financial and environmental aspects of both to see which one would be a better fit for you: https://bit.ly/3RDegOe
Find your own financial clarity
Find your own financial clarityYour financial strategy should lighten your step, not weigh you down. Together, we can take a closer look at options to help you navigate your unique financial journey.
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Summer activities and vacation trips can result in more spending than planned. Have you checked your budget lately to make sure you are on track?
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What kind of retirement lifestyle do you want? Thrivent’s IncomeMatch questionnaire can help you determine the best approach for income in retirement based on your risk tolerance level: https://bit.ly/3JDbymF
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It’s never too early to start financially preparing for Christmas. Dedicate a portion of your budget towards Christmas spending now to help reduce stress later on.
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It’s almost time for the 2023 Live Generously® T-shirt vote! We all know Thrivent clients love their Live Generously T-shirts and we love your hearts for generosity. Voting opens on August 1. See the new design options here: https://bit.ly/3ILaoa2
How to manage finances in a marriage: A guide for newlyweds
How to manage finances in a marriage: A guide for newlywedsChecking off items on your wedding to-do list? Add this guide to your checklist and review with your partner to make sure you're both on the same page about your finances.
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Enjoy retirement income without the guesswork. Interested in ways to simplify your finances in retirement? Guaranteed income solutions can help remove the guesswork. Learn more about options for your financial strategy: https://bit.ly/3lBSdsA
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Is your child starting their first year of college soon? Make sure they're prepared financially by having a conversation around budgeting and saving.
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Happy Fourth of July! How are you celebrating?
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When you understand your goals, you can get clear on the smaller steps it will take to achieve them. What’s one small step you’ve taken that helped you reach a big goal?