Will your taxes affect your retirement? Join me on March 6th for a free workshop I am hosting where I will discuss that very question!
When you retire, you leave behind many things—the daily grind, the commute to work, and maybe even your previous home. However, one thing that will always remain is your tax bill. When you understand how investments are taxed and set strategies accordingly, you can make the right decisions that help keep income taxes in check.
Want to join me? Here are the details:
Friday, March 6th - there will be two sessions, 11:30am & 1pm - at the Franklin Public Library.
Sign up via the links below or call our office at 262-679-3280.
11:30am session: https://bit.ly/4tlMJ6H
1pm session: https://bit.ly/3ZSTdMU
No products will be sold.
See thrivent.com/social for important disclosures.
6 year-end financial tasksThe hustle and bustle of the holiday season can distract us from other action items on our checklist. End the year on a strong note by refocusing on your finances. Take a look at these tasks to complete before Dec. 31.
Join me next week for some drinks and light appetizers at Eagle Park in Muskego! I appreciate your business and would love to see you all there. Feel free to show up any time between 6-9pm. If you plan on attending, please RSVP here: http://bit.ly/47KfaTF
Thursday, September 25th
6:00 PM – 9:00 PM
Eagle Park Brewing & Distilling, Muskego
S64 W15640 Commerce Center Pkwy
Muskego, WI 53150
Come relax, connect, and enjoy a great time with us. We look forward to seeing you there!
No products will be sold.
Pros & cons of paying off your mortgage before you retireIf you’re nearing retirement with a mortgage in tow, you’re not alone. But should you pay it off before you retire?
While being debt-free can offer a sense of reassurance, in some cases, keeping your mortgage might actually be beneficial. Explore the pros and cons of having a mortgage during retirement.
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. ⬇️
When should you get life insurance?Not sure when you should get life insurance? Here are different factors to consider that will help you decide when to take the next step.
Estate planning guide: Essential documents & checklistAs you plan for the future, consider how you want to leave a legacy for the ones you love. This guide provides a checklist of things you’ll want to include in your estate plan, a list of important documents to consider and frequently asked questions. ⬇️
What is a deferred annuity & how does it work?Curious if a deferred annuity might be a fit in your retirement strategy? Here are some of its possible benefits:
👉 Income in retirement
👉 Risk-based options
👉 Tax-deferred growth
👉 Optional rider benefits
For more information on deferred annuities, take a look at this article. Let’s connect if you want to discuss how an annuity could help you reach your retirement goals.
"Have I not commanded you? Be strong and courageous. Do not be afraid; do not be discouraged, for the Lord your God will be with you wherever you go." - Joshua 1:9
Planning for the unexpected isn't easy, but it's essential. Disability income insurance offers protection against income loss due to unforeseen health issues, helping ensure your family's needs are met.
Discover more on how disability income insurance works >> https://bit.ly/4cV6v1g
8 ways to get serious about paying off student loan debtIs paying off your student loans high up on your priority list? Here are ways to pay off your loans faster, while managing your other financial priorities. ⬇️
Updating your life insurance: 7 life events that may affect your coverageIf you’re in one of these 7 life stages, it may be time to update your life insurance coverage.
Wondering how you or your student will pay for higher education? 🎓 FAFSA is a tool to help make college more affordable. By completing the FAFSA, you may be eligible for grants, loans, and work study programs to help cover the cost of tuition and other educational expenses. It’s a game-changer for anyone looking to fund their college education.
Learn more about the FAFSA 👉 https://bit.ly/422SRSE
Your employer may provide disability income insurance, but is the coverage enough to ensure you and your family are prepared when the unexpected happens? Consider how an additional policy could help close any gaps in coverage.
#DIAM23
Are you beginning your first career after graduating this spring? Here are some action steps you should take:
• Review all of your employee benefits and take advantage of them
• Allocate a portion of your paycheck towards your savings
• Make a plan for paying down your outstanding debt
Planning for retirement as a couple can be challenging, but it doesn’t have to be. Check out these 4 steps to creating a retirement plan that works for both of you: https://bit.ly/3V0Jxwz
May is Disability Insurance Awareness Month. If you were to experience an illness or injury that prevented you from working for an extended amount of time, would you have the coverage to support your family?
#DIAM23
Thinking about ways to use your tax refund? From building your emergency savings to paying down your debt, here are some other ideas to consider: bit.ly/3TPvUjh
What are some of your favorite methods for teaching your children healthy money habits? If you're looking for ways to get started, check out this helpful resource: bit.ly/3z3EocX
