Pumpkins aren’t the only thing worth picking this October!
This season is also a great time to pick a few financial priorities to focus on before the end of the year.
Maybe it’s reviewing your goals, taking another look at your retirement strategy, or simply making sure your financial plan still reflects what matters most to you.
Small steps now can help set the stage for the year ahead.
Photo courtesy of Kristen's front porch!
Investing & taxes: Understanding tax on dividends, interest & capital gainsUnderstanding how dividends, interest and capital gains are taxed can help you make smarter investment decisions. Get the basics here. ⬇️
Helping your kids learn about money is a gift that grows with them. Start early, build gradually and focus on simple concepts at each stage.
These age-appropriate skills can help them develop discipline and healthier money habits as they grow. ➡️ https://bit.ly/4axUyhk
Finances + Generosity | ThriventEven though your personal finances likely start with your personal goals, they can also be a way to support the people, causes and community you love. Who are you building your legacy for?
Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™.
This single premium fixed deferred annuity offers:
• Dependable interest
• Tax-deferred earnings
• Protection from market risk
Contact me today if you want to discuss if this is right for you.
For additional interest rates and other important information: https://bit.ly/4fFumVI
See thrivent.com/social for important disclosures.
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.
What is a multi-year guaranteed annuity (MYGA) & how does it work?Which one of the following tools have you used to help add predictability to your portfolio during periods of market uncertainty?
1. Certificate of deposit (CD)
2. High-yield savings account
3. Multi-Year Guarantee Annuity (MYGA)
If you’ve never heard of a MYGA before, you’re not alone. Let’s explore what it is and how it might work for you.
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💛 A great afternoon around The Big Table!
This week, Kristen and I had the opportunity to attend The Big Table at The Columbus Foundation. Our conversation focused on Research on Kindness: What We’ve Learned & Shaping What’s Next and explored how kindness and social connection can help strengthen our relationships and our communities.
It was a wonderful reminder that making an impact can start with something as simple as connecting with others, listening, and choosing kindness.
We’re grateful for opportunities like this to step outside of our everyday work, learn from others in our community, and be part of conversations that help make Central Ohio an even better place to call home. 💛
#TheBigTable #TheColumbusFoundation #Community #Kindness #LiveGenerously
How the cash value of life insurance worksYour life insurance could be more than protection—it could be a financial asset. 💡 A permanent life insurance policy has the ability to accumulate cash value, which you can possibly use to help fund your retirement, college education or new home.
Take a look at this resource to learn more about the cash value feature and what type of life insurance policy may be right for you.
🏈 Still thinking about this fun day at The Shoe! ❤️
A few weeks ago, we had the chance to spend game day with the Thrivent Member Network at Ohio Stadium. Between Buckeye football, connecting with fellow Thrivent members, and giving back through Thrivent Action Teams, it was such a great day!
I love opportunities like this that bring together community, generosity, and fun.
Thanks to everyone who joined us and made it such a memorable experience. Go Bucks! 🌰🏈
#Thrivent #LiveGenerously #GoBucks #Community #OhioState
Is it time to start taking your required minimum distributions? Reach out to learn more about RMDs and how they may impact your retirement goals.
See thrivent.com/social for important disclosures.
Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™.
This single premium fixed deferred annuity offers:
• Dependable interest
• Tax-deferred earnings
• Protection from market risk
Contact me today if you want to discuss if this is right for you.
For additional interest rates and other important information: https://bit.ly/4fFumVI
See thrivent.com/social for important disclosures.
It's never too late to start investing. Whether you're nearing retirement or just beginning to plan, here are some questions to get you started:
1️⃣ What are you investing for?
2️⃣ What is your time horizon?
3️⃣ What is your risk tolerance?
If you’re looking for a professional to help you with your investing strategy, let’s talk.
See thrivent.com/social for important disclosures.
Top 7 charitable giving strategies: Maximizing tax benefits and impactThere are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.
Fall has officially arrived! 🍂☕
There’s just something about that first chilly day that makes a warm cup of coffee taste even better. Cheers to cozy weather, changing leaves, and a new season!
Saving for retirement? Here’s something to consider: different accounts come with different tax implications.
By spreading your savings across taxable, tax-deferred and tax-free accounts, you can give yourself more flexibility in retirement. This makes it easier for you to manage withdrawals, avoid tax spikes and lower your Modified Adjusted Gross Income (MAGI).
Get in touch to discuss the right approach for your unique situation.
See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
❤️ The best things in life aren't things at all.
They're the people, pets, and moments that make a house feel like home.
Financial planning isn't just about numbers. It's about helping ensure the people and causes you care about are supported, protected, and prepared for whatever comes next.
Wealth transferYou’ve worked hard to build a life you love—now it’s time to decide what your money is meant to do. How it’s set up today is already shaping what reaches the people and causes closest to your heart tomorrow. Take a closer look at your money, so it can support your life now and benefit those you care about.
Working tax efficiency into your financial strategyWhen it comes to retirement, a tax-efficient strategy can help preserve more of what you’ve built. Sometimes even small adjustments, like reviewing your withholdings or retirement contributions, can create opportunities. Take a look at 2026 tax brackets and the diversification strategies that may be right for you. ⬇️
It’s not too late to strengthen your income strategyIncome, taxes, Social Security and withdrawal decisions all play a role in retirement. Understanding how these factors connect can help you feel more confident about what you can spend—and how long your money may last.
Before required minimum distributions begin, discover how your savings can turn into income to help you make the most of what you've worked hard to build. ⬇️
