Mengel Morse and Associates, along with SPIRIT NYS, are beyond grateful for those who have donated to our online fundraising event. If you haven't already and are able, consider donating today!
Today is the last day to donate to ensure Thrivent will add $1 to every $2 donated through this online campaign. If you are unable to donate before the event ends but still would like to, visit their website https://spiritnys.org/ to learn how.
Click this link to donate NOW: https://thrivent.cotribute.co/events/1218069/detail
This is the last week of our online fundraiser in collaboration with SPIRIT NYS. If you've been considering making a donation, NOW is the time!
SPIRIT NYS students commit to academic and personal goals, including improving attendance and grades, consistent and responsive communication with their SPIRIT NYS mentors and others. Students who meet the goals they set, follow the program guidelines, and advance toward graduating continue to receive financial and mentoring support.
Use this link to donate and you can be a part of the change:
https://thrivent.cotribute.co/events/1218069/detail
As we move through the season, it is important to remember that not everyone's holidays look the same. This season is a great time to donate to those who could use a little extra help.
If you are able, consider donating to SPIRIT NYS. Your donation can help change the lives of students in need. Use this link to donate: https://thrivent.cotribute.co/events/1218069/detail
Interested in what SPIRIT NYS does for their students? Here is a basic overview of their approach and what they provide. For more information check out their website https://spiritnys.org/.
Interested in donating to help SPIRIT NYS continue the work they do? Use this link to navigate to the donation page: https://thrivent.cotribute.co/events/1218069/detail
EnCompass SPIRIT NYS empowers teens experiencing homelessness to overcome obstacles and graduate high school. With your donation, you can help make a difference for these students and give them a chance to reach their fullest potential!
Use the link below to support this giving season:
https://thrivent.cotribute.co/events/1218069/detail
It is the season of giving, and this year we partnered with EnCompass SPIRIT NYS!
EnCompass SPIRIT NYS empowers teens experiencing homelessness to overcome obstacles and graduate high school. Despite facing tremendous challenges, these resilient students are making remarkable progress toward brighter futures. Through this program, they receive vital mentorship, financial support, and advocacy that help them stay focused on education and break the cycle of poverty.
If you are able, consider making a donation to this great cause using the link below:
https://thrivent.cotribute.co/events/1218069/detail
Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA
Thinking of selling your home and renting during retirement? Whether you’re nearing retirement or already there, here are a few pros and cons to consider before making the move.
🏠 Owning provides stability, but home maintenance and the rising cost of utilities and insurance can be challenging.
🔑 Renting may offer greater flexibility and fewer responsibilities, but rising rents and housing uncertainty may pose a risk.
Weighing your options? Let’s connect. Together, we can evaluate your goals, finances and future plans and determine the best path forward for you.
See thrivent.com/social for important disclosures.
We appreciate everyone who was a part of our 2024 Impact!
Thrivent is partnering with three organizations providing both immediate relief and long-term recovery support in Texas. When you make a donation through the online giving platform, Thrivent will add $1 to every $2 donated. Thrivent also pays the processing fees so 100% of your donation goes directly to the cause.
To help today 👉 https://bit.ly/3U57K56
Estate planning helps ensure your assets are distributed to the people, causes and organizations you care about most. Together, we can work with your tax professional or estate attorney to build a tax-efficient estate plan that aligns with your goals and values.
See thrivent.com/social for important disclosures.
Retirement isn’t one-size-fits-all and neither are annuities. If you’re looking for an income source to supplement your retirement savings, you may want to consider an annuity. There are different types with additional features you can add-on. Let’s discuss which one may be the right fit for you.
See thrivent.com/social for important disclosures.
What approach do you take when saving? There’s a SMART framework which can be used to help you make more purposeful money decisions and take actions that align with your values.
Learn more about how you can create SMART financial goals that can help you save more quickly: https://bit.ly/4iSwsAF
Just married? Now’s a great time to align on what generosity looks like for your family. Have a conversation with your loved one about how you want to give, serve and support the causes you care about—together.
If you want to discuss how to integrate generosity into your financial plan, let’s schedule time to meet.
See thrivent.com/social for important disclosures.
Gifting money and assets to your grandchildren requires careful planning. Learn more about tax implications, gifting limitations and other considerations when it comes to gifting to grandchildren: https://bit.ly/4ddhWlb
The right financial product is the one that aligns with where you’re at in life. An annuity can provide stable, predictable income. Resonate with where you’re at and what your needs are? Let’s talk about how an annuity can fit into your overall financial plan.
Guarantees based on the financial strength and claims paying ability of the product’s issuer. See thrivent.com/social for important disclosures.
Working with a financial advisor can help strengthen your investing strategy. Together, we can discuss ways you can invest to help reach your financial goals and hedge against volatile market conditions.
See thrivent.com/social for important disclosures.
So you’ve graduated college. 🎓Congratulations! Now what? Start with updating or creating your budget. Your financial situation may have changed after graduating and you’ll want to revisit your spending and saving goals.
Here are additional financial considerations for recent grads: https://bit.ly/4lQH195
Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO