Diversifying your portfolio can help manage risk when markets fluctuate. 📈 While it may help protect against losses, it may also limit gains. Learn more about how applying risk tolerance can inform your portfolio diversification: https://bit.ly/4gAwlrA
Thinking about putting together an investment portfolio and not sure where to begin? Consider these 4 steps before diving in.
Let’s connect if you’d like to discuss how investing can help you reach your financial goals.
See thrivent.com/social for important disclosures.
Did you know 1 in 4 of today’s adults in their 20s may experience an illness or injury that prevents them from being able to work?
Having disability income insurance can help replace income, preserve your savings and pay expenses in the event that you are no longer able to work. Learn more: https://bit.ly/4juYPoG
Thrivent Social Media Privacy Policy, Guidelines, Disclosures & DisclaimersChanging jobs in immediate or near term? Here is a quick checklist to make sure that you are optimizing all of the benefits and opportunities that come with it!
1. Opt in to your new employer retirement account to take advantage of the match. That's a benefit you don't want to leave on the table!
2. Review your new benefit coverage for Life, Health, and Disability Insurance. Make sure you are enrolled in the appropriate amount of coverage for you and your family.
3. Consider what to do with your old 401k. You can roll it into your new 401k or an Individual Retirement Account (IRA) to invest it according to your retirement timeline and goals. If you roll it into an IRA, there can be additional tax planning and accessibility options you to take advantage of!
You don't have to figure this out yourself. If you need help figuring out the benefit and retirement options available to you, lets connect!
Disclosures: thrivent.com/social
Market uncertainty: Tariffs and economic policy drive volatilityUncertainty around economic and trade policies is weighing on confidence for both individuals and businesses. Read more from Thrivent's Chief Investment Strategist on current volatility and other market conditions.
7 ways to help reduce your taxable incomeSeeing your hard-earned money go towards taxes can be frustrating. However, there are ways you can help reduce your tax burdens and become more tax efficient. ⬇️
The holiday season is a great time to give back. Let’s connect and discuss ways you can amplify your impact and maximize your tax benefits when giving.
Here are resources to help you plan, give and grant: https://bit.ly/3XX4Hh4
See thrivent.com/social for important disclosures.
How do taxes on Social Security work?Wondering how and if you will be taxed on your Social Security income? It depends on your income and filing status. Let’s connect and discuss how to be strategic about where you pull your retirement income from. There’s potential you may be able to reduce the amount of taxes you owe on Social Security.
An act of love: Tips for aging parentsHelping your loved ones understand your end-of-life plan can alleviate their future stress.
Here are some tips to guide you in deciding when and how to initiate this essential conversation. 👇
Leave a legacy of generosityWant to leave the most to the people and causes you love? You can minimize taxes and maximize your impact with these smart adjustments to your financial strategy.
Take a look at these options and let’s connect. 👇🏼
How to avoid running out of money in retirement“Will I outlast my retirement savings?”
It’s a common concern, but planning for retirement shouldn’t be a guessing game.
Check out these four actionable steps to stretch your money further in retirement. 👇
June 2024 Market Update: April showers brought May flowersStrong first quarter earnings helped boost the economy in May, but there is potential for additional market volatility. Learn more in Thrivent’s June 2024 Market Update.
Preparing for retirement checklist: Are you retirement ready?Retirement planning can feel like a lot. Here’s a simple checklist to help you get started. 👇
Changing jobs and not sure what to do with your 401(k)? Here are some things to consider before making any decisions: https://bit.ly/3xe6tRi. If you'd like to discuss what options would be the best fit for you, let's connect.
Working tax efficiency into your financial strategyUnderstanding how your assets are taxed—and making adjustments now—can have a significant impact on your future. Diversification is key to building tax efficiency into your plan. Learn more about each type ⬇️
1. Investment
2. Time
3. Income tax
Thrivent Market & Economic updateAs we move into 2024. Inflation is slowing yet prices remain high. Rate cuts are anticipated, but when? Investing opportunities exist, but where? Check out Thrivent’s March Market & Economic Update to hear our investment leaders’ perspectives. Watch the full recording or just the highlights. 👇
TCJA set to expire: Tax moves to consider if you're nearing or in retirementWith tax brackets changing at the end of 2025, now is a good time to tune-up your retirement strategy. Consider these tax moves to get started. 👇
Do you have the right strategies in place to minimize taxes in retirement? Together, we can review your current situation and explore options to help reduce your tax burden.
See thrivent.com/social for important disclosures.
Learn how to protect your retirement income, prepare for market ups and downs, and create a meaningful estate plan and legacy at the Feb. 6 Retirement & Estate Strategies event
Register today: https://bit.ly/hs-retirement-feb
No products will be sold. This webinar will not be available for replay. Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. See thrivent.com/social for important disclosures.
4th Quarter 2023 Market Outlook: Entering the turnThe stress of higher interest rates is beginning to take its toll on the economy. Under these conditions, bonds have become increasingly attractive. Read Thrivent's 4th Quarter 2023 Outlook for more.
