Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™.This single premium fixed deferred annuity offers:• Dependable interest• Tax-deferred earnings• Protection from market riskContact us today if you want to discuss if this is right for you.For additional interest rates and other important information: https://bit.ly/4fFumVISee thrivent.com/social for important disclosures.
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.
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
When you work with the New Ulm Area Group, you will have an entire team of professionals focusing on what is important to you.For disclosure information, see thrivent.com/social.
We don’t just work in this community. We’re part of it.Giving back is an important part of who we are.We’re proud to invest our time, leadership, and resources into organizations and events that strengthen families, education, and opportunities right here in New Ulm.Because when our community gets stronger, we all get stronger. See thrivent.com/social for important disclosures#NewUlmAreaGroup #CommunityStrong #LiveGenerously #GivingBack
With a plethora of experience, we meet you where you are and walk alongside you toward where you want to go.Your starting point doesn’t have to be your final destination.For disclosure information, see thrivent.com/social
But our work doesn’t stop at financial planning.We believe in living generously, serving our community, and making a difference with what we’ve been given.That’s why you’ll find us planning for the future—and showing up for our community today. ❤️For disclosure information, see thrivent.com/social#NewUlmAreaGroup #LiveGenerously #FinancialPlanning #NewUlmMN #Community
You have questions. You have goals. You probably have a few “I’ve been meaning to figure that out” items, too.That’s okay.Good financial planning starts with a conversation—not a product recommendation.We believe everyone deserves a financial partner who will listen first, explain things clearly, and build a plan around their life—not a sales quota.For disclosure information, see thrivent.com/social
Friendly reminder to direct your Thrivent Choice®️ Dollars ❤️https://www.thrivent.com/about-us/membership/thrivent-choiceFor disclosure information, see thrivent.com/social.
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.
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
Your financial plan should reflect more than your income and investment accounts.Working with us can give you the opportunity to bring your faith and values into financial conversations—from generosity and stewardship to preparing for your family’s future and the legacy you want to leave.It’s not about separating faith from finances.It’s about putting your values on the table.For disclosure information, see thrivent.com/social
Have you covered your bases? Let’s talk. #RiskManagement #PlanForTheUnexpected #SmartMoneyMoves For more information visit Thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited
The best financial plans aren't built overnight.They're built one smart decision, one conversation, and one goal at a time.No matter where you are on your journey, we're here to help you keep moving forward.See thrivent.com/social for additional disclosures.#ProgressNotPerfection #FinancialPlanning #FinancialWellness
We help you prepare for the financial side of that next chapter—before retirement and throughout it.Because your retirement plan should be built around your life, not someone else’s checklist.For disclosure information, see thrivent.com/social
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
