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Insights

I've got valuable information and resources to share. Explore away! And check back often.

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Risk tolerance. Investment budget. Diversification. Tax implications.​ Have these topics been on your mind lately? Together, we can review your financial picture and design a plan that can help you reach your short- and long-term goals.​ See thrivent.com/social for important disclosures.​

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Risk tolerance. Investment budget. Diversification. Tax implications.​ Have these topics been on your mind lately? Together, we can review your financial picture and design a plan that can help you reach your short- and long-term goals.​ See thrivent.com/social for important disclosures.​

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Here are questions to consider when investing:​ ✔️ What are your financial goals?​ ✔️ How much can you afford to invest?​ ✔️ What is your risk tolerance? ✔️ How can you help ensure your portfolio is diversified for long-term growth?​ Understanding your financial goals and preferences can inform your strategy. Let’s set up time to discuss your investing goals and what you can do to reach them.​ See thrivent.com/social for important disclosures.

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Here are questions to consider when investing:​ ✔️ What are your financial goals?​ ✔️ How much can you afford to invest?​ ✔️ What is your risk tolerance? ✔️ How can you help ensure your portfolio is diversified for long-term growth?​ Understanding your financial goals and preferences can inform your strategy. Let’s set up time to discuss your investing goals and what you can do to reach them.​ See thrivent.com/social for important disclosures.

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As retirement nears, it’s worth reevaluating your investments. Life changes can shift your goals, and revisiting your risk tolerance could help protect your savings.​ Ready to ensure your investments align with your goals? ➡️ https://bit.ly/4hspAZT

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As retirement nears, it’s worth reevaluating your investments. Life changes can shift your goals, and revisiting your risk tolerance could help protect your savings.​ Ready to ensure your investments align with your goals? ➡️ https://bit.ly/4hspAZT

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Market fluctuation is normal. Understanding your risk tolerance and sticking to a long-term plan can help you navigate uncertainty. Discover smart strategies to stay on course no matter what the market does next: https://bit.ly/4iYD3JW

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Market fluctuation is normal. Understanding your risk tolerance and sticking to a long-term plan can help you navigate uncertainty. Discover smart strategies to stay on course no matter what the market does next: https://bit.ly/4iYD3JW

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Not all annuities are the same! Whether you want steady, predictable payments or the potential for higher returns, there’s an option for you.​ Together, we can discuss which annuity type is the right fit for your financial goals.​ See thrivent.com/social for important disclosures.

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Not all annuities are the same! Whether you want steady, predictable payments or the potential for higher returns, there’s an option for you.​ Together, we can discuss which annuity type is the right fit for your financial goals.​ See thrivent.com/social for important disclosures.

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Retirement isn’t one-size-fits-all and neither are annuities. If you’re looking for an income source to supplement your retirement savings, you may want to consider an annuity. There are different types with additional features you can add-on. Let’s discuss which one may be the right fit for you.​ See thrivent.com/social for important disclosures.

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Retirement isn’t one-size-fits-all and neither are annuities. If you’re looking for an income source to supplement your retirement savings, you may want to consider an annuity. There are different types with additional features you can add-on. Let’s discuss which one may be the right fit for you.​ See thrivent.com/social for important disclosures.

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Are you curious about qualified charitable distributions (QCDs)? Reach out to learn more about tax-smart charitable giving at age 70½ or older. See thrivent.com/social for important disclosures.

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Are you curious about qualified charitable distributions (QCDs)? Reach out to learn more about tax-smart charitable giving at age 70½ or older. See thrivent.com/social for important disclosures.

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Curious about annuities and how they can create a source of retirement income? There are two main stages of an annuity:​ 1) Accumulation Stage: This is when you invest and grow your savings. You can contribute a lump sum or make payments over time—whatever fits your financial situation.​ 2) Distribution Stage: Once you’re ready to start receiving income, you may choose how and when you receive the payouts, which could be paid for a set number of years or last a lifetime.​ Together, we can discuss how an annuity may fit in your overall financial plan.​ See thrivent.com/social for important disclosures.​

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Curious about annuities and how they can create a source of retirement income? There are two main stages of an annuity:​ 1) Accumulation Stage: This is when you invest and grow your savings. You can contribute a lump sum or make payments over time—whatever fits your financial situation.​ 2) Distribution Stage: Once you’re ready to start receiving income, you may choose how and when you receive the payouts, which could be paid for a set number of years or last a lifetime.​ Together, we can discuss how an annuity may fit in your overall financial plan.​ See thrivent.com/social for important disclosures.​

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It's never too late to start investing. Whether you're nearing retirement or just beginning to plan, here are some questions to get you started:​ 1️⃣ What are you investing for?​ 2️⃣ What is your time horizon?​ 3️⃣ What is your risk tolerance?​ If you’re looking for a professional to help you with your investing strategy, let’s talk.​ See thrivent.com/social for important disclosures.​

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It's never too late to start investing. Whether you're nearing retirement or just beginning to plan, here are some questions to get you started:​ 1️⃣ What are you investing for?​ 2️⃣ What is your time horizon?​ 3️⃣ What is your risk tolerance?​ If you’re looking for a professional to help you with your investing strategy, let’s talk.​ See thrivent.com/social for important disclosures.​

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As you plan ahead for retirement, don’t forget to consider long-term care costs, which could include in-home care or assisted living. This Thrivent calculator can help you estimate how much you may need to save towards your anticipated long-term care needs: https://bit.ly/3C7YJTo

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As you plan ahead for retirement, don’t forget to consider long-term care costs, which could include in-home care or assisted living. This Thrivent calculator can help you estimate how much you may need to save towards your anticipated long-term care needs: https://bit.ly/3C7YJTo

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