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.
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 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.
The choices you make during open enrollment can have a big impact on your financial goals for 2026 and beyond. Discover how to navigate open enrollment with confidence: http://bit.ly/4o0ESIt
It’s amazing what a motivated group of volunteers can accomplish when they have the tools and resources they need. With Thrivent Action Teams, you can make a meaningful impact in your community. Looking for a way to use your Action Team? Check out our Generosity Tree.
Want more information about our Generosity Tree or know an organization looking for assistance whether it be volunteers or items to be donated? Contact our Thrivent office.
Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA
August 2025 Market Update: Stocks set new highs, despite concernsIn the latest market update, Thrivent Asset Management experts discuss concerns about some data, while stocks continue to set new highs.
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
National Disability Employee Awareness Month presents us with the opportunity to share contributions of people with disabilities from the past such as Harriet Tubman, an abolitionist who went on missions to help people of color escape slavery through the Underground Railway. Did you know that Harriet developed epilepsy after a slave owner hit her head? As a Chartered Special Needs Consultant, I value my work with families wanting to plan for the future of their loved ones with disabilities. Reach out for more information about how I can help.
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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. ⬇️
Did you know that Albert Einstein, who won the Nobel Prize in Physics in 1921 and is considered one of the most important scientists of the 20th century, is believed to have been autistic? While National Disability Employee Awareness Month presents us with the opportunity to share contributions of people with disabilities from the past, as a Chartered Special Needs Consultant, I value my work with families wanting to plan for the future of their loved ones with disabilities. Reach out for more information about how I can help!
Celebrating National Administrative Professionals Day with the heroes that hold our team together: our office manager, Dawn Walker, and our insurance professional, Jennifer Holhubner. These ladies help keep day-to-day operations running smoothly for us and valued clients. Enjoy the pampering, ladies!
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. ⬇️
Social Security Fairness Act: How the WEP & GPO repeal may affect your benefitsEarlier this year, the Social Security Fairness Act was signed into law. If you or a loved one has ever worked in the public sector, the SSFA may impact retirement income and prompt you to consider some strategy adjustments.
Take a look at this resource for more information. If you’d like to discuss how this act may impact your retirement plans, let’s set up a meeting.
Had a great time celebrating some of the wonderful ways Thrivent helps our members be more generous in our community. We are very grateful for Development Services Center and RACES in Champaign as our guests this evening. I think our members enjoyed helping us put together our "out and about bags" to support DSC's clients which was supported by funds supplied by a Thrivent Action Team.
#livegenerously #ThriventActionTeam
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.
Thrivent has been named one of the World’s Most Ethical Companies by Ethisphere for the 14th year in a row. It’s an honor to work for an organization that’s committed to serving its clients, its workforce and its community with integrity.
Learn more about this recognition: https://bit.ly/43B6P2o
