Basics of a financial plan: What it is & getting startedLet's pursue your financial goals, together. We can help you get started by providing insight on three important steps to establishing a financial plan:1. Identify where you are.2. Define financial success so you can outline your goals.3. Uncover some events that might move you further away from your goals.Learn more about what makes up a solid financial plan and the process for creating your own. ⬇️
Less can mean more. Special holiday celebrations don’t need to come with a big price tag. Here are some helpful spending tips to navigate this holiday season on a budget🎄: https://bit.ly/3ApmZjn
Tax bracket implications on Tax Cuts & Jobs Act (TCJA) sunsetDiscover how 4 expected tax law changes could affect your financial plan—and learn adjustments you can make to continue funding what matters most.
3rd Quarter 2024 Market Outlook: Waiting for the FedSecond quarter economic results were mixed. What does that mean for investors looking ahead to third quarter? Take a look at Thrivent’s 3rd Quarter Market Outlook to learn more.
Dads are our favorite storytellers, first coaches, master grillers, advice-givers and fixers of all the things. For all this and more, we love you. Happy Father’s Day!
