Are you curious about qualified charitable distributions (QCDs)? Reach out to learn more about tax-smart charitable giving at age 70½ or older.See thrivent.com/social for important disclosures.
How does whole life insurance actually work?This article includes a helpful overview of what whole life insurance is, its features and a useful example of how you might access your policy’s cash value in the future: https://bit.ly/469VlD7
Financial confidence starts with a plan.That's why every Thrivent client's financial plan is built around the financial house framework, which offers a practical way to prioritize what matters, strengthen your financial foundation and adapt as life changes.Ready to create your own blueprint? Let's connect.See thrivent.com/social for important disclosures.
Many families are surprised to discover that FAFSA can unlock more than federal aid: some schools and states require it for their programs, like work study or internal scholarships. Applying keeps your options open.Not sure if you should apply? We're here to review your financial situation with you before deadlines hit.For more information on FAFSA: studentaid.govSee thrivent.com/social for important disclosures.
An annuity is an insurance contract that can guarantee income in retirement. It can help address a concern a lot of retirees have: outliving their savings. Discover some of the basics about annuities and how one can be customized to fit your needs: https://bit.ly/4goM2pe
Your business depends on the people who help it thrive every day. Key person life insurance can help protect your company from the financial impact of losing a critical team member. Discover how it can help safeguard your business and support continuity when it matters most: https://bit.ly/4eXRvkE
A few other truths about life insurance:- It can be more affordable than a lot of people think.- Your work policy probably isn’t enough on its own.- Some types offer other benefits and tax advantages.See thrivent.com/social for important disclosures.
Does your retirement plan need a boost? Reach out to discuss catch-up contributions after age 50 and how we can help you reach your retirement goals.See thrivent.com/social for important disclosures.
Are you ready for penalty-free retirement withdrawals? Reach out to learn more about taking withdrawals starting at age 59½ and how we can help you reach your retirement goals.See thrivent.com/social for important disclosures.
A thoughtful succession plan can strengthen your business, support your team and prepare you for what's next. Discover the basics of succession planning here: https://bit.ly/44rq2mFLet’s start building a succession strategy that fits your vision.
The 3 advantages of life insurance for childrenDid you know that purchasing life insurance for children while they are young is more beneficial than waiting until they are older? Here are 3 reasons to insure them now. ⬇️
Experience a big life change recently?Important milestones could merit revisiting your life insurance coverage amount and type.Let's have a conversation about whether your current coverage is keeping up with your lifestyle.See thrivent.com/social for important disclosures.
Is your business prepared for the unexpected? With the right strategies in place, we can help you navigate challenges, grow your business and secure your legacy for years to come.
What could your future look like with the right plan?Whether you're planning for what's next or navigating a new chapter, you don't have to figure it out alone.Let's talk about what matters most to you, then build a personalized financial plan to help you achieve your goals.See thrivent.com/social for important disclosures.
A new baby can change your everything (including your finances).Let’s review your life insurance coverage to help make sure your growing family is protected.See thrivent.com/social for important disclosures.
Now that you know what a financial plan is, the next step is creating one that's tailored to you.Together, we can organize all the pieces of your finances into a financial plan that supports your goals now and in the future.Let's get started.See thrivent.com/social for important disclosures.
Your super catch-up window is hereBetween ages 60 and 63, you may have an exclusive opportunity to contribute more to your retirement through the super catch-up provision. This means you can:• See if you qualify and how much extra you may be eligible to contribute.• Understand the factors that may influence this decision.• Evaluate if contributing more—or another strategy—makes the most sense for your goals.Learn more about how this limited-time option could help you make the most of your retirement savings if this option is available to you. ⬇️
If you have life insurance coverage through your employer, it may not be enough to fully cover your needs. Let’s assess your situation and determine your next steps.See thrivent.com/social for important disclosures.
Future you is giving you a high five.Getting life insurance in your 20s may help you lock in lower premiums and build financial protection early for your loved ones.Let's make life insurance make sense for your finances now and in the future.See thrivent.com/social for important disclosures.
Put your savings to work for what’s nextYou've worked hard to build your retirement savings—now help them work smarter for you. Retirement may last longer than you think, so the choices you make today can help you prepare for what’s next.Explore strategies that can help turn your savings into reliable income and help you feel more confident in the years ahead. ⬇️
