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.
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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.
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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.
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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
Thank you to the men and women who gave their lives to protect our freedom. Let’s honor their sacrifice today and every day.
Ideally, you’d try to balance both paying off debt and saving, but you may have to prioritize one over the other depending on your resources and personal situation. And that’s okay.
Here are things to consider if you are debating which one to prioritize. ➡️ https://bit.ly/42j8NCe
Understanding your personal finances is a goal everyone should pursue. The more you understand about money—budgeting, saving and investing—the more empowered you are to make decisions that align with your goals.
Sending love and gratitude to all the moms and mother figures who made us who we are today. Happy Mother’s Day!
Maximizing your Social Security benefits is a crucial part of securing your retirement. By planning ahead and using key strategies, you can optimize your benefits and enhance your financial future. Start making informed decisions now for a more comfortable retirement tomorrow: https://bit.ly/44bxQcX
Disability income insurance replaces a portion of your income if you're unable to work due to illness or injury—helping you maintain financial stability during challenging times. Interested in learning more about coverage options? Let's talk.
See thrivent.com/social for important disclosures.
What kind of financial goals do you have for your future retirement? If you’d like to have an additional income stream to supplement your retirement savings for unplanned expenses or spontaneous trips, consider an annuity.
Annuities can be customized for your unique needs. Let’s discuss if an annuity may be right for you.
See thrivent.com/social for important disclosures.
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.
See thrivent.com/social for important disclosures.
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/.
See thrivent.com/social for important disclosures.