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.
It’s hard to believe the year is already winding down! While shopping, baking and holiday gatherings may be at the top of your to-do list, don’t forget to carve out time for a year-end financial checkup.
Taking these 6 steps now can help you minimize your taxes, strengthen your savings and start the new year on solid footing.
👉 If you’d like personalized guidance, let’s connect.
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.
How to offset inflation's impact on your retirement savingsInflation can sneak up fast, affecting how far your money can go each day. Many people are already feeling the impact of higher prices. Learn how to prepare and take steps to help your money stretch further in retirement. 👇
Charitable giving & financial planning: Strategies to maximize impactIf giving is important to you, consider a strategy that maximizes your charitable impact.
Join me at Lakepoint Church's Women's Event on November 8th at 8:30am!
This gathering is open to women ages 16+ and will be filled with guided prayer practices, a nourishing breakfast, silence, and reflection. No experience required! Just come and find rest for your souls. Hope to see you there!
Sign up here: https://www.lakepointmuskego.org/events/ladies-gather-4
No products will be sold.
Know a student applying for financial aid? Don't miss out on these FAFSA fast tips!
1. File early – More aid is available the sooner you apply.
2. Use the IRS Data Retrieval Tool – It makes filling out financial info way easier.
3. List multiple schools – Even if you're unsure where you'll go.
4. Don’t assume you won’t qualify – Many students get aid even if they think they won’t.
5. Create your FSA ID now – You’ll need it to sign and submit.
6. Check deadlines – Federal, state, and school deadlines can all be different!
See thrivent.com/social for important information.
Do you need life insurance? Questions to ask yourself & your familyWondering how life insurance can benefit your loved ones when you’re gone? Here's a conversation guide to help you in planning for the unexpected. 👇
Together, we can make sure your family is covered for the future.
Last night we were able to give away 30 meals to those who have been affected by the recent flooding. Thank you to Lakepoint Church and Pop's Pub who helped us pull it off!
No products were sold.
It's that time of year again! Supplies, clothes, sport fees - it all adds up fast. Here are some tips to help prepare you and your family for the expenses of the upcoming school year:
1. Prioritize needs first
2. Shop sales & secondhand
3. Plan for ongoing costs
Smart choices now = less stress later!
Thank you, Pieper Power, for pouring into the next generation. My son, Creighton, is loving his internship there this summer! How are you finding ways to give back this summer?
#intern #internship #giveback
Taking Social Security early? Reasons to consider (with pros & cons)Should you take Social Security early? It depends on your unique needs. Before deciding, make sure to take the pros and cons into consideration.
Together, we can talk about your Social Security income and retirement savings to help determine whether claiming benefits early makes sense.
Maximizing Social Security for married couples: How it works & spousal strategies to considerDifferences in each spouse’s Social Security retirement benefits and estimated life expectancy can affect your retirement strategy. Take a look at 4 strategies you can use to help maximize your Social Security benefits as a couple. ⬇️
How to start investing with little moneyYou don’t need a fortune to start investing—just a plan. Even small, consistent investments can grow into something big over time. The key? Getting started. ⬇️
"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
The importance of estate planning: Protecting your people, property & privacyEstate planning isn’t just for the wealthy, it’s for everyone. It’s about making sure your assets, no matter their value, go to the people, causes and organizations you care about. Take control of your legacy.
