Now is the time to review your finances and set yourself up for success in 2025. Here are some action items you may want to consider:
• Assess progress on your financial goals and determine if adjustments are needed.
• Ensure your minimum required amount of RMDs are withdrawn from retirement accounts.
• Make additional charitable contributions by year-end to potentially reduce tax liabilities.
• Review and update beneficiary designations on bank and retirement accounts, life insurance policies and annuities.
See thrivent.com/social for important disclosures.
Gratitude fills our hearts today as we celebrate the season with our loved ones. As we reflect on the last year, our team is grateful for YOU! You make our job worth doing. We are honored to serve you and your family in a way that impacts your daily life, and generations to come. If you have a family member or friend that we should meet, please consider referring them to the financial advisor you work with. We consider it an honor to continue your legacy through thoughtful planning. We are continually grateful to be entrusted with these relationships, and we consider it to be the greatest give that we can receive! May Joy, Peace, and Love fill your conversations and your home this season as you spend time with those that you treasure!
See thrivent.com/social for important disclosures.
It's beginning to look a lot like ... a great time to determine if these financial steps are right for you.
As we approach the end of 2024, make sure to review your financial checklist for any outstanding tasks you still need to complete. Here are some helpful reminders.
Looking for ways to give the gift of generosity this holiday season? 🎁 Here are some ideas to get you started.
A donor-advised fund, or a DAF, is a great financial vehicle for your charitable giving strategy. Simply give money to your account, watch it grow, and grant it out to the organizations and causes closest to your heart!
To learn more about donor-advised funds, watch this video: https://bit.ly/donor-advised-fund
See thriventcharitable.com/social and thrivent.com/social for important disclosures.
It is the last day to donate to our fundraiser to support AIM Services, INC.! This is a great opportunity to give back and help ensure access to resources and opportunities for all to enjoy warmth, inclusion, and joy this holiday season. If you have been considering making a donation, now is the TIME!
Donate or learn more by clicking the link in our bio!
We are nearing the end of our online fundraiser with AIM Services, INC. and are halfway to our goal. If you can, consider donating to help provide essential support for those facing additional challenges during the holidays. Together we can ensure access to resources and opportunities for all to enjoy a season of warmth, inclusion, and joy.
To donate or to learn more about AIM Services, INC., click the link in our bio!
There are 3 days left to donate to our online fundraiser with AIM Services, INC.! Your generosity can help ensure access to resources and opportunities for all to enjoy a season of warmth, inclusion, and joy.
Want to donate or learn more about AIM? Click the link in our bio to get started!
You can still enjoy the holiday season without compromising your budget. Here are some ideas for low-cost activities to do with the family!
❄️ Bake cookies at home
❄️ Holiday movie night
❄️ Decorate gingerbread houses
It's Giving Tuesday which makes it the perfect time to donate to our online fundraiser with AIM Services, INC.! Consider making a donation to help provide essential support for those facing additional challenges during the holidays, including winter clothing, nutritious meals, heat for a home, a new roof, and so much more.
Click the link in our bio to donate and learn more!
Giving’s greatest season is here. Do you have a plan in place to amplify your charitable impact and maximize your tax benefits? Together, we can discuss strategies to make the most of all you’ve been given.
See thrivent.com/social for important disclosures.
Did you know noncash assets may be given for charitable purposes? This can be any combination of wealth you may hold outside of cash on hand and money in your bank account, including:
• Publicly traded stock and mutual funds
• Privately held stock
• Cryptocurrency
• Farm and business equipment
• Real estate
• Life insurance
Gifts of noncash assets may be utilized to amplify your charitable giving impact and are a great way to positively impact your favorite causes. Together, let’s explore options beyond giving the cash in your bank account.
See thriventcharitable.com/social and thrivent.com/social for important disclosures.
Make the most of all you’ve been given. Here are 5 ways you can expand your impact by donating to a charity: https://bit.ly/3YiRwIO
Great news! Thrivent will provide a record $564 million payout of dividends and nonguaranteed policy enhancements to clients in 2025.
Dividends are one way we show our continued commitment to helping clients build their financial futures and live more generous lives. Learn more: http://bit.ly/3As887D
Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.
Get a college savings plan in place. That way, you can spend less time worrying about how you’ll pay for their college, and more time enjoying moments like these. Have questions? Here to be a resource for you!
See thrivent.com/social for important disclosures.
There are several options for giving wealth beyond the cash in your bank account to amplify your impact and create the change that matters most to you—including giving noncash assets. These range from public or private stock, real estate, life insurance and more.
Want to explore options for giving beyond the cash in your bank account? Let’s connect!
See thriventcharitable.com/social and thrivent.com/social for important disclosures.
You’ve been working hard to prepare for retirement. Now, let's help make sure you're protected from market and economic uncertainty. Together, we can review your current strategy and make any adjustments to help you stay on track.
See thrivent.com/social for important disclosures.
🎉 Celebrating 10 years of generosity! Since 2014, Thrivent Action Teams have made a huge impact, launching over 1.2 million projects and raising $1.9 billion for causes that matter.
🙌 Together, we’re changing lives—one team at a time! Learn more: https://bit.ly/3ZAycaR
Do you know the five phases of retirement? There are many options if your goal is to grow, spend and give more of your wealth. Join us to learn more at our workshop, the Five Phases of an IRA, on October 3rd from 7:00-8:00pm.
Sign up for the Zoom Webinar today: https://us02web.zoom.us/webinar/register/WN_oG-12UyhToudWiy8Ar5DpA
No products will be sold.