Happy Easter to you and your family! Hope your day is filled with celebration and special moments.
If you didn’t contribute to Social Security, there are still ways to help ensure you have enough to last you through retirement. Together, we can review your financial plan and discuss ways you can create additional income streams in retirement to supplement your savings.
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Market fluctuation is normal. Understanding your risk tolerance and sticking to a long-term plan can help you navigate uncertainty. Discover smart strategies to stay on course no matter what the market does next: https://bit.ly/4iYD3JW
What Is America Saves Week?
Since 2007, America Saves Week has been an annual celebration as well as a call to action for everyday Americans to commit to saving successfully. Thousands of participating organizations work together to encourage individuals and families to do a financial check-in that allows them to get a clear view of their finances, set savings goals, and create a plan to achieve them.
Need accountability? Call your financial advisor, or someone you trust, to make sure you follow through! Want to learn more? Visit https://americasavesweek.org/.
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Did you know you have until April 15 to maximize your IRA contributions for the 2024 tax year? 📅
Work towards the retirement lifestyle you want to have by saving more now.
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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.
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Tax season is the perfect time to reflect on your financial goals and plan ahead. From retirement savings to tax efficient strategies, learn more about managing taxes year-round. >>> https://bit.ly/4htwqyn
What if you could receive your tax refund throughout the year, instead of waiting for it after you file your tax returns?
Let’s discuss how adjusting your tax withholding could boost your take home pay.
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
Managing risks to your retirement savings doesn't have to be complicated. You can maximize your guaranteed income sources, prepare for market volatility and have a mindful withdrawal plan. Here are important things to consider: https://bit.ly/4idtvKz
If you'd like to discuss your unique retirement risk factors, let's set up a meeting.
As tax season approaches, here’s your reminder to get started ahead of time.
Here are four reasons to file early:
✅ Faster tax refunds
✅ Extra time to make a payment if you owe
✅ Reduce risk of someone else pocketing your refund
✅ Avoid tax deadline stress or having to file an extension
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Risk tolerance. Investment budget. Diversification. Tax implications.
Have these topics been on your mind lately? Together, we can review your financial picture and design a plan that can help you reach your short- and long-term goals.
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Is winter weather still keeping you inside? ❄️ Use the time to check a few things off your list:
✅ Organize your financial documents
✅ Make a tax filing plan
✅ Understand how your taxes fit into your bigger picture
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Can you claim early Social Security benefits? Reach out to learn more about taking Social Security benefits at age 62.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
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As you help your child prepare for college, make sure to add the FAFSA to your to-do list. By submitting the application, you can help maximize the financial aid support and avoid surprises. Learn more: https://bit.ly/4gkcb54
Paying for a college degree may involve leaning on loans to help cover the costs. Choosing the right type of loan for you can bring more affordable payments and savings on interest charges. Learn more: https://bit.ly/40EMK8d
Snowball method - Pay off smallest debt first. Quick wins, big motivation.
Avalanche method - Pay off highest-interest debt first. Save more long-term.
Which debt repayment method appeals to you? Here to talk through your options and find a debt escape plan that works for you.
Starting financial conversations at home is key. 🔑 Many parents wish they’d learned more about money as kids – teaching small lessons on budgeting, saving, and investing now can help change that for future generations.