Learn how to avoid common mistakes when it comes to your investment portfolio, health care, and estate strategies. Join us for Savvy Tax Strategies, a workshop that provides answers to the critical tax questions you must answer before retirement. Explore how to help dodge the Social Security “tax trap” and more.September 23, 11 am or 7 pm📍St Andrew Lutheran ChurchSeptember 24, 6:30 pm📍New Day PlanningPlease RSVP to New Day PlanningPhone: 401-647-0664Email: newdayplanning@thrivent.com***Refreshments will be served. For disclosure information, see thrivent.com/social.Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional
A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.For additional interest rates and other important information: https://bit.ly/4fIaSQkSee thrivent.com/social for important disclosures.
At New Day Planning, we get it — you want a plan that gives you security, but life doesn't stand still. You need flexibility to navigate the changes ahead, good and bad.You don't have to have it all figured out today. That's what we're here for.🗓️ Schedule a meeting with Bryan: https://calendly.com/bryan-schmeling-thrivent 📱 Or text us: 401-240-4930For disclosure information, see thrivent.com/social. #FinancialPlanning #NewDayPlanning
Every person we meet has a different story, different priorities, and different goals. That's why every plan we build is just as unique.No cookie-cutter advice. Just thoughtful strategies designed to help you make smart decisions with confidence.For disclosure information, see thrivent.com/social #FinancialPlanning #FaithBasedAdvisor #FinancialConfidence #PlanWithPurpose
More options to give.More options to dream.More options to spend your time doing what matters most.For more information visit Thrivent.com/social.#FinancialFreedom #LiveWithPurpose
Good tax planning connects the dots.#TaxPlanning #RothConversion #RetirementPlanning #TaxStrategyFor disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professionalState tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
It’s about helping people use what they’ve been given to care for family, give generously, prepare for retirement, and live out what matters most.For disclosure information, see thrivent.com/social#FaithAndFinance #FinancialPlanning #Stewardship #LiveGenerously
Learn how to avoid common mistakes when it comes to your investment portfolio, health care, and estate strategies. Join us for Savvy Tax Strategies, a workshop that provides answers to the critical tax questions you must answer before retirement. Explore how to help dodge the Social Security “tax trap” and more.September 23, 11 am or 7 pm📍St Andrew Lutheran ChurchSeptember 24, 6:30 pm📍New Day PlanningPlease RSVP to New Day PlanningPhone: 401-647-0664Email: newdayplanning@thrivent.com***Refreshments will be served. For disclosure information, see thrivent.com/social.Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional
A Roth conversion may make sense when your current tax rate is lower than you expect it to be later. The right amount and timing can make all the difference.Your tax bracket is a planning tool. Use it.For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professionalState tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
For years, Bryan thought his job was to tell people what to do.Experience changed that.Today, our conversations start with listening, not lecturing.You're the expert on your family, your dreams, and what matters most.Our role is to bring the financial strategies, ask the right questions, and help you make decisions with confidence.That's what makes it a New Day.See thrivent.com/social for additional disclosures
Because building wealth isn’t just about numbers — it’s about mindset.Work with someone who understands both.For disclosure information, see thrivent.com/social
Every person deserves to understand where the money is, how the plan works, and what would happen if life changed tomorrow. Confidence doesn't come from having all the answers. It comes from knowing where to turn and being part of the conversation.For disclosure information, see thrivent.com/social
Let's build your future with purpose.https://connect.thrivent.com/new-day-planningFor disclosure information, see thrivent.com/social#FinancialPlanning #PurposeBasedPlanning #RetirementPlanning
Plan for the life you have—and the New Day that may come next.For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited#NewDayPlanning #LifePlanning #LifeInsurance #FinancialConfidence #PlanAhead
Buying a financial product is one decision.Building a financial plan is a process.That's why we've chosen to focus our time where we believe we make the biggest difference: helping families create a strategy that works together—not just checking another item off a list.For more information visit Thrivent.com/social.#FinancialConfidence #PurposeDrivenPlanning
A Roth conversion can be a powerful strategy for moving money from a traditional retirement account to a Roth IRA, potentially creating more tax flexibility down the road.The key? Timing matters.For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professionalState tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
For years, Bryan thought his job was to tell people what to do.Experience changed that.Today, our conversations start with listening, not lecturing.You're the expert on your family, your dreams, and what matters most.Our role is to bring the financial strategies, ask the right questions, and help you make decisions with confidence.That's what makes it a New Day.See thrivent.com/social for additional disclosures
The wedding ends. The kids grow up. Careers change. Parents age. Life keeps moving.Your financial plan should move with it.For more information visit Thrivent.com/social.
