Financial News and Articles with Paul W Meier in Pinetop AZ

Insights

This beginner-friendly guide breaks down the components that can make up your portfolio like stocks, bonds, ETFs and more: https://bit.ly/4xlH3vs And if you want to talk one-on-one about creating an investment portfolio that fits with your goals and risk tolerance, let’s chat.

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One of the biggest barriers to feeling confident about your investments can be not knowing some of the terms involved. This article helps break down investing basics—from stocks and bonds, to diversification and risk tolerance—in an easy-to-understand way: https://bit.ly/4vNRzdE

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Ready to level up your investing knowledge? Start with these 3 articles: 1) How inflation impacts investments: https://bit.ly/4e0pR7i 2) Investing in volatile markets: https://bit.ly/4efTwZ0 3) Strategic asset allocation: https://bit.ly/4e4Wcdh

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I am honored to announce I have received the 2025 Voices in Philanthropy recognition from Thrivent Charitable. Thank you to my clients for using their generosity to make the change that matters most. Join me in celebrating my fellow financial advisors who were honored, and read the full news article announcing this year’s honorees: thriventcharitable.com/2025-VIPs. For important disclosures see thriventcharitable.com/social.

Interest rates are shifting. Understanding the purpose and timeline of your cash can help you decide whether and how to invest it for optimal returns. Ask yourself two questions. ⬇️ See thrivent.com/social for important disclosures.

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The cost of cash: Where to invest when interest rates shiftWhether you’re saving for something big, looking to generate a steady income, or seeking flexible access to your cash, there are smart ways to keep your money productive and there for you when you need it—regardless of shifting interest rates. Explore your options below and let’s connect to keep your goals on track as interest rates change.

As retirement gets closer, your financial focus may shift, and reassessing your risk tolerance becomes even more important. Here’s why. 👇 Your goals, time horizon and comfort level with market swings likely look different than they did 5 or 10 years ago. Your portfolio should reflect that. This guide can help you understand how risk tolerance works, why it matters and what influences it: https://bit.ly/49cq5pt Let’s review your strategy together and make sure your investments support your next chapter.

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Ever feel like investing is its own language? You’re not alone. If you’ve ever nodded along at words like “ETF” or “dollar-cost averaging” without really knowing what they meant, this guide is for you. Get the basics of investing explained simply—no jargon required. ➡️ https://bit.ly/49t3WCi

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2025 Market Review: Stocks and bonds rise despite challengesExplore how strong equity gains, resilient bonds and tech-driven optimism shaped markets in 2025. ⬇️

Make a difference with your money | ThriventThrivent's unique combination of financial services and generosity programs can help you do more for the ones in your heart. Let’s get together and talk about who you’re planning for.

Enjoy retirement income without the guessworkYou've spent years building your retirement nest egg—now let's make it work for you. Let's discuss how to turn your savings into steady, reliable income that lasts.

2024 IRA contribution deadline: There's still time to maximize your savingsIt may be 2025, but you still have time to maximize your savings for the 2024 tax year. Explore how contributing to an IRA can help boost your retirement savings and find answers to the most common IRA questions.

Is your retirement strategy built for the long run?A resilient retirement strategy accounts for the unexpected-including market volatility, inflation and extended care costs. Here are some steps you can take to protect your next chapter.

Longevity risk: What it is & how to prepare for it in retirementA long life is a blessing to enjoy, but it also requires careful preparation. Living longer than expected (also known as longevity risk), can put pressure on your retirement savings. Here's how to protect your future. ⬇️

Life insurance & living benefits: Ways to use permanent life insuranceDid you know there are more ways permanent life insurance can be part of your financial plan? Here are 5 living benefits of life insurance.

Risks and habits that can derail your financial planIs your future protected from the unexpected? Here are 5 uncertainties to plan for to keep your goals on track.

Preparing for retirement checklist: Are you retirement ready?Retirement planning can feel like a lot. Here’s a simple checklist to help you get started. 👇

Income Match Assessment | ThriventWhen it comes to spending your hard-earned dollars in retirement, are you a Protector, Optimizer or Explorer? Take this short quiz to find out.

Want to uncover tax-saving opportunities? Let's review your most recent tax return to identify ways to save so you can fund what matters most. Reach out to schedule an appointment.

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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.