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.
Today we recognize the life and leadership of Dr. Martin Luther King Jr. What acts of service can you do in your community to honor his legacy?
Help build your kids a path to success by teaching them financial literacy early on. You can help empower them with a strong financial foundation that will give them confidence for future money management.
Happy New Year!🥂🎉
The holiday season is a special time of year – it warms our hearts, lights up our souls, and reminds us of all what truly matters. The conversations we have had with you, our dear clients, this season have also been a blessing and a light in our business. So many of you are planning for the next generation, making beautiful memories in retirement, starting businesses, and caring for your loved ones. We love being part of this process of planning and preparing with you! Thank you for gifting us with these conversations, trust, and your partnership. We look forward to serving you in more ways this coming year. “May the God of hope fill you with all joy and peace as you trust in him, so you may overflow with hope by the power of the Holy Spirit.” (Romans 15:13)
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• Ensure your minimum required amount of RMDs are withdrawn from retirement accounts.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.