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.
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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.
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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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