Insights
Being the person everyone depends on feels pretty good.Until you want to take a vacation. 😉Or retire.Or something unexpected happens.Part of succession planning is building a business that can keep moving forward—even when you’re no longer the one making every decision.That can mean stronger systems, documented processes, developing key people and creating a clear plan for ownership.Build a business people can buy—not one they can only buy from you.For disclosure information, see thrivent.com/social.#BusinessPlanning #BusinessValue #ExitPlanning #SuccessionPlanning
What are you waiting for? Do yourself a favor and start preparing now.For disclosure information, see thrivent.com/social
Careful planning can help you get the most out of your Social Security benefits. Savvy Social Security is a free workshop from Thrivent that will help you determine the ideal time to apply and ways to help maximize your Social Security benefits while minimizing taxes on those benefits.October 28, 11 am or 7 pm📍St Andrew Lutheran ChurchOctober 29, 6:30 pm📍New Day PlanningPlease RSVP to New Day PlanningPhone: 401-647-0664Email: newdayplanning@thrivent.com***Refreshments will be served. No products will be sold.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. Thrivent Financial professionals have a general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.
That’s the idea behind charitable bunching—combining multiple years of charitable gifts into one tax year to potentially increase your itemized deductions.Same generosity.Different strategy.Let’s talk about whether charitable bunching could make sense for your financial plan.#CharitableGiving #TaxStrategy #Generosity #FinancialPlanning #GiveWithPurposeFor 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 professional.
Instead of spreading donations evenly each year, you may combine multiple years of giving into one year—potentially allowing you to itemize deductions in that year.Generosity can be heartfelt AND strategic.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 professional.#CharitableBunching #TaxPlanning #Generosity #FinancialStrategy #GiveSmart
My kind of dressed up. A Live Generously shirt 😎For disclosure information, see thrivent.com/social
Let’s see if your investments are still lined up with your goals. For disclosure information, see thrivent.com/social. #PortfolioReview #InvestmentPlanning #FinancialPlanning
Because a good financial plan isn’t just about what you have.It’s about what you want your life to look like. For disclosure information, see thrivent.com/social. #FinancialPlanning #LifeAndMoney #WealthPlanning #FinancialGoals
Careful planning can help you get the most out of your Social Security benefits. Savvy Social Security is a free workshop from Thrivent that will help you determine the ideal time to apply and ways to help maximize your Social Security benefits while minimizing taxes on those benefits.October 28, 11 am or 7 pm📍St Andrew Lutheran ChurchOctober 29, 6:30 pm📍New Day PlanningPlease RSVP to New Day PlanningPhone: 401-647-0664Email: newdayplanning@thrivent.com***Refreshments will be served. No products will be sold.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. Thrivent Financial professionals have a general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.
Life can change quickly. When it does, you don’t need a financial plan that sits on a shelf—you need a process for figuring out what comes next.At New Day Planning, we walk alongside you to reassess, adjust, prioritize, and move forward with confidence.One chapter at a time. One decision at a time. One New Day at a time.For disclosure information, see thrivent.com/social. While#NewDayPlanning #FinancialPlanning #LifeTransitions #FinancialConfidence #NewDay
Life will throw curveballs. Some will be exciting. Some won’t.Our role at New Day Planning is to walk alongside you, help you make sense of the change, and figure out the next right move.Your story is yours. We’re here to help you navigate it.For disclosure information, see thrivent.com/social.#NewDayPlanning #FinancialPlanning #LifePlanning #FinancialGuidance #NewChapter
Visit our website to learn more about what we do.https://connect.thrivent.com/new-day-planning/what-we-doFor disclosure information, see thrivent.com/social.
A new job. A move. A divorce. A loss. A change of heart about retirement.Life doesn’t always follow the plan—and that’s okay.At New Day Planning, our agile approach helps you respond to change instead of being overwhelmed by it.Because the goal isn’t to predict the future.It’s to be ready for it.For disclosure information, see thrivent.com/social. #NewDayPlanning #FinancialPlanning
Friendly reminder to direct your Thrivent Choice®️ Dollars ❤️https://www.thrivent.com/about-us/membership/thrivent-choiceFor disclosure information, see thrivent.com/social.
That's it. No pressure to have all the answers upfront — just a clear path forward, with someone by your side the whole way.👉 Book here: https://calendly.com/bryan-schmeling-thrivent 📲 Prefer to text? 401-240-4930For disclosure information, see thrivent.com/social.#FinancialAdvisor #FinancialFreedom #PlanWithConfidence
Knowing you have a plan in place means less financial stress for you and your family when the unexpected shows up.Ready to feel confident about what's next? 📱 Text: 401-240-4930For disclosure information, see thrivent.com/social. #FinancialWellness
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