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We hear it all the time: Our clients love Thrivent Action Teams!
Follow these steps to get started:
- Identify a need in your community.
- Gather a team.
- Apply to lead a fundraiser, educational event or service activity.
Thrivent provides everything needed to get started, including up to $250 in seed money. Do you have an idea?
For more information and to apply: bit.ly/430FSS9
#ThriventActionTeam #LiveGenerously #ThriventMembership #ThriventClients #MembershipBenefits #Thrivent
For additional disclosures, see thrivent.com/social.
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With house prices skyrocketing, the decision of buying vs. renting a home has become even more complex. There’s no one-size-fits-all answer when deciding.
Check out this article to help you evaluate your short- and long-term needs along with your financial considerations: https://bit.ly/3VQwPTD
For additional disclosures, see thrivent.com/social.
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In May, our operations manager, Lindsay, and her family welcomed Hadley Rae into the Kimbrell family. A baby girl is like a ray of sunshine, bringing warmth and happiness wherever she goes. Congratulations Lindsay, Chuck, and the girls on your little bundle of joy! May she be surrounded by love and cherished every step of the way.
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Natural disasters can happen anywhere and with little notice. It is important to have a financial emergency plan in place to protect yourself and your family.
Some things to include in your financial emergency plan:
- Identification
- Cash in small bills
- Extra credit card
- Inventory
- Insurance paperwork
- Income records
- Financial documentation and contact information
Reach out to us and create your financial emergency plan to make sure you're prepared if the worst were to happen.
You can read more here: https://www.thrivent.com/insights/financial-planning/how-to-create-a-financial-emergency-plan-for-natural-disasters
For additional disclosures, see thrivent.com/social.
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Whether your retirement savings are on track or behind schedule, these 6 steps can help boost your retirement readiness in 2024 and beyond.
https://www.thrivent.com/insights/retirement-planning/ready-set-retire-thrivent-looks-at-retirement-readiness?email=
See thrivent.com/social for important disclosures.
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It's important to know how to approach your long-term investments. There are so many different options and account types, and it can be difficult to know which is best for your specific retirement plan.
Reach out to us to discuss your plan and make sure you are on track.
You can read more here: https://www.thrivent.com/insights/retirement-planning/how-to-invest-for-retirement-strategies-for-the-long-term
For additional disclosures, see thrivent.com/social.
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Please wish our Investment Analyst of Purpose Driven Wealth, Joe Dobson, a Happy Birthday! 🎈 🎂🥳
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Let's all celebrate the spirit of Independence today!
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Our offices will be closed Thursday July 4th, in observance of the 4th of July. We will return to normal business hours on Friday July 5th.
Have a happy holiday!
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Systematic withdrawal plans let you set up a structure for tapping into your retirement savings periodically with the goal of giving you a predictable cash flow, either separate from or supplementing what you will get from Social Security.
You can read more here: https://www.thrivent.com/insights/retirement-planning/systematic-withdrawal-plans-help-make-your-retirement-savings-last
For additional disclosures, see thrivent.com/social.
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Helping your loved ones understand your end-of-life plan can alleviate their future stress.
Here are some tips to guide you in deciding when and how to initiate this essential conversation.
https://www.thrivent.com/insights/estate-planning/an-act-of-love-tips-for-aging-parents?utm_source=fieldfb&utm_campaign=magazine&utm_goal=educate&utm_term=library&utm_content=end-oflifeplanning
See thrivent.com/social for important disclosures.
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We are taking some time for internal business planning and team bonding events. Our office hours will vary during these dates. We will not be available in-person, but please leave a voicemail or email us and we will get back to you as soon as we can.
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Check out our Quarter 2 Newsletter for an interview with our Director of Investment Operations, Lotem Sella, Purpose Driven Wealth's 2023 client impact, and much more!
https://cdn.thrivent.com/10/fd/13341079477486d8c9ddcd761616/final-24-00688-npg-pdw-q3nl-digital.pdf
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Job loss can come with a lot of stress—especially with your finances. Not sure what money moves you should make after getting laid off? This article covers immediate, short- and long-term steps you can take: https://bit.ly/3Vi3z7S
If you’re considering an adjustment to your financial plan due to a change in employment, let's connect.
For additional disclosures, see thrivent.com/social.
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A day of Recognition, Restoration, and Celebration
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Our offices will be closed Wednesday June 19th, in observance of Juneteenth. We will return to normal business hours on Thursday June 20th.
Have a happy holiday!
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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!
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Staying focused on saving for your retirement goals is a smart strategy. Ever wondered how to handle a surprise medical bill once you’re in retirement?
Check out these tips and resources to help you plan: https://bit.ly/3Qx3gmT
See thrivent.com/social for important disclosures.
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We will help you navigate the numerous life transitions experienced throughout your life.
What we do and the advice we deliver are based on biblical principles and wisdom. We ask better questions, share better stories, and use simpler language as we strive to understand you, first and foremost.
We believe listening, teaching and coaching are acts of love as we guide you through your life journey.
One of our clients recently lost their spouse and was struggling to navigate through this unexpected life change. We were able to support them through the transition personally as well as financially. Although emotionally this was devastating, financially their life wasn’t flipped upside down. We had already planned and had contingencies in place for this unthinkable event. Losing a spouse is never easy, but being able to rely on a financial advisor is key to a life transition like this. We were grateful to help our client feel supported during this major life change.
See thrivent.com/social for important disclosures.
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Maintain Promises: Maintaining promises and thriving in the future through discernment of life transitions.
We know life is ever changing and potential detours could impact the original plan. Some of these include a new baby in the family, a family member injured/passed, or a job loss.
How can we help you through this new situation?