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Before the ball drops on Dec. 31, make sure your retirement income is protected. Take these 3 essential steps: 1️⃣ Take your required minimum distributions (RMDs). Missing the Dec. 31 deadline can trigger a 25% penalty. 2️⃣ Watch your modified adjusted gross income (MAGI). Even small increases could raise future Medicare premiums. 3️⃣ Consider a qualified charitable distribution (QCD). It can satisfy your RMD, lower your MAGI and help you support the causes you care about. A few simple moves today can help you avoid penalties, manage future healthcare costs and protect your retirement income. Get in touch if you’d like help reviewing your year-end strategy. See thrivent.com/social for important disclosures. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.

Before the ball drops on Dec. 31, make sure your retirement income is protected. Take these 3 essential steps: 1️⃣ Take your required minimum distributions (RMDs). Missing the Dec. 31 deadline can trigger a 25% penalty. 2️⃣ Watch your modified adjusted gross income (MAGI). Even small increases could raise future Medicare premiums. 3️⃣ Consider a qualified charitable distribution (QCD). It can satisfy your RMD, lower your MAGI and help you support the causes you care about. A few simple moves today can help you avoid penalties, manage future healthcare costs and protect your retirement income. Get in touch if you’d like help reviewing your year-end strategy. See thrivent.com/social for important disclosures. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.

Cyber Monday is here! 🛍️ While online deals can be tempting, it’s also a great time to practice smart spending — especially for those in or near retirement. A few quick tips to protect your financial health today: ✔️ Set a spending limit before you shop ✔️ Use secure payment methods ✔️ Avoid dipping into retirement savings for one-day deals ✔️ Watch for scams targeting older adults If you’d like help creating a holiday budget that supports your long-term goals, I’m here to help. 📅 Message me to schedule a conversation. https://connect.thrivent.com/michael-sell #CyberMondaySmartSpending #RetirementPlanning #DallasFinancialAdvisor #OnlineSafetyTips #RetirementConfidence See thrivent.com/social for disclosures

Cyber Monday is here! 🛍️ While online deals can be tempting, it’s also a great time to practice smart spending — especially for those in or near retirement. A few quick tips to protect your financial health today: ✔️ Set a spending limit before you shop ✔️ Use secure payment methods ✔️ Avoid dipping into retirement savings for one-day deals ✔️ Watch for scams targeting older adults If you’d like help creating a holiday budget that supports your long-term goals, I’m here to help. 📅 Message me to schedule a conversation. https://connect.thrivent.com/michael-sell #CyberMondaySmartSpending #RetirementPlanning #DallasFinancialAdvisor #OnlineSafetyTips #RetirementConfidence See thrivent.com/social for disclosures

Many retirees are choosing to downsize — not just for simplicity, but for financial freedom. Downsizing can: 🏠 Reduce expenses 💰 Free up home equity 🌴 Simplify your lifestyle But it’s important to look at the full financial picture before you decide. Let’s explore what downsizing could mean for your retirement income plan. 📞 Schedule your consultation today. #DallasRetirement #FinancialFreedom #RetirementLiving #ThriventAdvisor See thrivent.com/social for additional disclosures

Many retirees are choosing to downsize — not just for simplicity, but for financial freedom. Downsizing can: 🏠 Reduce expenses 💰 Free up home equity 🌴 Simplify your lifestyle But it’s important to look at the full financial picture before you decide. Let’s explore what downsizing could mean for your retirement income plan. 📞 Schedule your consultation today. #DallasRetirement #FinancialFreedom #RetirementLiving #ThriventAdvisor See thrivent.com/social for additional disclosures

Retirement isn’t the end of your financial journey — it’s the beginning of a new chapter. 📖✨ As a CFP®️, I help clients in the Dallas area build confidence in their retirement income plan — so you can focus on what really matters: living the life you’ve worked so hard for. Let’s talk about how to make your money work for you in retirement. 👉 Schedule a conversation today. #DallasFinancialPlanner #RetirementReady #CFP #ThriventAdvisor See thrivent.com/social for additional disclosures

Retirement isn’t the end of your financial journey — it’s the beginning of a new chapter. 📖✨ As a CFP®️, I help clients in the Dallas area build confidence in their retirement income plan — so you can focus on what really matters: living the life you’ve worked so hard for. Let’s talk about how to make your money work for you in retirement. 👉 Schedule a conversation today. #DallasFinancialPlanner #RetirementReady #CFP #ThriventAdvisor See thrivent.com/social for additional disclosures

Retirement planning has three key phases: 1️⃣ Preparation — Building savings and strategies before retirement 2️⃣ Transition — Turning assets into income 3️⃣ Preservation — Protecting what you’ve built for the years ahead No matter where you are in the journey, I can help you plan each step with clarity and confidence. Let’s create a plan that fits your goals. 📅 Book your appointment today. #RetirementPlanning #DallasTX #FinancialConfidence #CFP See thrivent.com/social for additional disclosures

Retirement planning has three key phases: 1️⃣ Preparation — Building savings and strategies before retirement 2️⃣ Transition — Turning assets into income 3️⃣ Preservation — Protecting what you’ve built for the years ahead No matter where you are in the journey, I can help you plan each step with clarity and confidence. Let’s create a plan that fits your goals. 📅 Book your appointment today. #RetirementPlanning #DallasTX #FinancialConfidence #CFP See thrivent.com/social for additional disclosures

Many of my retired clients say the best part of financial freedom is the ability to give back. ❤️ Whether that’s helping family, supporting your church, or contributing to a cause — I can help you integrate generosity into your financial plan without sacrificing your security. Let’s build a retirement plan that reflects your heart. #GenerosityMatters #ThriventFinancial #DallasCommunity #RetirementPlanning See thrivent.com/social for additional disclosures

Many of my retired clients say the best part of financial freedom is the ability to give back. ❤️ Whether that’s helping family, supporting your church, or contributing to a cause — I can help you integrate generosity into your financial plan without sacrificing your security. Let’s build a retirement plan that reflects your heart. #GenerosityMatters #ThriventFinancial #DallasCommunity #RetirementPlanning See thrivent.com/social for additional disclosures

👋 Meet Michael Sell, Certified Financial Planner™️ and Financial Associate serving individuals and families throughout the Dallas area and beyond. Michael’s passion is helping pre-retirees and retirees feel confident about the road ahead — from managing investments to building reliable income streams and planning for life’s next chapter. When he’s not meeting with clients, you’ll find him enjoying college football or mentoring new financial advisors. 💬 Ready to take the next step toward financial confidence? Let’s connect! #AdvisorSpotlight #DallasFinancialPlanner #CFP #ThriventAdvisor #RetirementReady See thrivent.com/social for additional disclosures

👋 Meet Michael Sell, Certified Financial Planner™️ and Financial Associate serving individuals and families throughout the Dallas area and beyond. Michael’s passion is helping pre-retirees and retirees feel confident about the road ahead — from managing investments to building reliable income streams and planning for life’s next chapter. When he’s not meeting with clients, you’ll find him enjoying college football or mentoring new financial advisors. 💬 Ready to take the next step toward financial confidence? Let’s connect! #AdvisorSpotlight #DallasFinancialPlanner #CFP #ThriventAdvisor #RetirementReady See thrivent.com/social for additional disclosures


