As your career grows and life becomes more complex, your financial plan should focus on more than just saving and investing. Understanding how taxes affect your long-term goals is an important step that can help keep more of your hard-earned money working for you.
Learn more here: https://bit.ly/45coYDA
If you’d like help finding opportunities to build more tax efficiency into your overall financial plan, don’t hesitate to get in touch.
Taxes play a big role in how far your money can go in retirement.
Whether you’re early in your savings journey or approaching retirement, Thrivent's comprehensive guide breaks down the essentials in simple terms, from how different accounts are taxed to strategies for creating tax-efficient income.
Read more: https://bit.ly/3MybMCS
Still have questions? Let’s schedule time to review your financial plan through a tax-smart lens.
For seasoned sales and financial professionals ready for a new chapter, Thrivent offers a place where your experience becomes the foundation for bigger possibilities.
Whether you’re building a team or advancing as a financial advisor, you’ll have the tools and support to grow in a meaningful career.
Take the next step in your career journey: thriventcareers.com/3MaLxlM
Want to build a financial plan?
👉 Think of it like building a house. Start with a solid blueprint and a strong foundation to support your goals. From there, you can keep building upward with confidence.
Here are 6 steps to help you get started: https://bit.ly/48hj4SK
"Trust in the Lord with all your heart and lean not on your own understanding; in all your ways submit to him, and he will make your paths straight." - Proverbs 3:5-6
Estate planning begins with thoughtful decisions about your loved ones, your assets and your wishes for who and what matters most. Here are some tools to help you take the first step: https://bit.ly/4nl6Myk
Is your business prepared for the unexpected? With the right strategies in place, I can help you navigate challenges, grow your business and secure your legacy for years to come.
Ready for a meaningful career shift? Consider becoming a financial advisor at Thrivent.
Starting out on our Virtual Advice Team, you’ll enjoy predictable pay, comprehensive benefits and the training you need to build a successful career. It’s a powerful entry point into financial advising with stability today and growth potential for tomorrow.
Start your journey: thriventcareers.com/3KCOPxD
Understanding how dividends, interest and capital gains are taxed can help you make smarter investment decisions. Get the basics here >> https://bit.ly/4j1GQWX
“'For I know the plans I have for you,' declares the Lord, 'plans to prosper you and not to harm you, plans to give you hope and a future.'” - Jeremiah 29:11
Teaching kids the value of spending wisely and living within their means is a life skill that pays off. Guide them in teaching about budgets, prioritizing needs over wants and making thoughtful money choices.
7 ways to help reduce your taxable incomeSeeing your hard-earned money go towards taxes can be frustrating. However, there are ways you can help reduce your tax burdens and become more tax efficient. ⬇️
Financial planning isn’t just for high earners—it’s for everyday people with goals both big and small.
Whether you’re paying down debt, saving for your first home or starting to invest for retirement, a financial plan can help you turn today’s paycheck into tomorrow’s possibilities.
👉 Let’s connect and discuss how we can help no matter where you’re starting from. Together, we can create a financial plan for all that you’d like to accomplish.
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Thinking about how much to save for your child's college education? Follow these helpful guidelines to prioritize and plan for future costs >> https://bit.ly/4hyFYI4
Taxes can quietly shrink your retirement savings. Even small changes in what you pay can make a big difference. Reach out to discuss ways to keep more of what you’ve earned.
See thrivent.com/social for important disclosures.
The transition from being your parents’ child to being their protector isn’t easy—but having open conversations is essential. Understanding their wishes and knowing where key estate planning documents are kept can make all the difference when it matters most.
Here’s how to approach these conversations with empathy and clarity. ⬇️
see thrivent.com/social for important disclosures.
🏡 Your financial house should be built to last—and you can make it stronger with the right help.
Whether you’re working to lay a solid foundation, grow your money or shape your legacy, financial planning can help you:
✅ Prepare for the unexpected
✅ Save and invest for major milestones
✅ Adapt as your goals evolve
Together, we can create a financial plan with clarity and confidence, the same way a house is constructed. Reach out to learn more.
See thrivent.com/social for important disclosures.
Thrivent is growing. If you're looking for a financial advisor role where success is measured in the lives you impact, not just the numbers you hit, you may be a great fit.
Starting out on our Virtual Advice Team, you’ll work with existing clients and receive structured coaching. You’ll enjoy a stable income with a salary and incentive structure while building the skills you need to grow your career with confidence.
Learn more: thriventcareers.com/48Sn4KA
Marriage. Divorce. Having a baby. Sending your kid to college. Starting a job. Getting laid off.
Major life changes may shift your priorities. That’s why financial planning is so important—it can offer confidence and stability in an unpredictable world.
Here’s how to prepare for life’s what-ifs ➡️ https://bit.ly/4prEGmm
