Wondering if disability income insurance is something you need? This resource contains commonly asked questions so you can decide what is right for you. ⬇️
https://www.thrivent.com/insights/disability-insurance/do-you-need-disability-insurance?email=
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Thrivent is supporting Serve 6.8 as they join the response to the wildfires near Pueblo. With 3 major fires burning across Colorado—many families are facing urgent and unexpected needs. Your support will help provide relief to those impacted by these devastating fires.
Serve 6.8 is partnering with Fellowship of the Rockies and other local churches who have trusted relationships within the affected community, helping identify and respond to critical needs as they arise. Through this partnership, donated funds can be quickly directed to where they are needed most.
Serve 6.8 remains on the ground, supporting impacted families and providing meals, care, and hope through local church partnerships during this difficult time. Every donation makes a difference.
https://thrivent.cotribute.co/events/1361388/detail
Learn more about Serve 6:8 by visiting their website at www.serve68.org
This July, we recognize Disability Awareness Month and the importance of creating a more accessible world for people of all abilities.
It's a reminder to reflect, learn and recommit to building communities where everyone is seen, valued and empowered to thrive.
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Life transitions come with new responsibilities, and taxes are often one of them. Marriage, welcoming a new baby or going through a divorce can all affect your filing status, tax deductions and overall tax picture.
The IRS has a helpful resource that breaks down what to expect: https://bit.ly/48UOMp0
If you’ve recently experienced a major life change and have questions, feel free to reach out for guidance.
See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
From education-specific accounts to general savings, different vehicles offer different rules, flexibility and potential tax advantages. The right mix depends on your timeline and goals. If you’re starting to save for college, take a look at this helpful overview of college savings plan options: https://bit.ly/3ZDyXPn
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Passing on assets is more than drafting a will—it’s an opportunity to share the beliefs and goals that shape your legacy. By planning now, your legacy is shaped by intention, not left to chance. Let’s schedule time to connect and help ensure your values carry forward in a lasting way.
https://www.thrivent.com/insights/financial-planning/wealth-transfer-strategies-how-to-leave-assets-to-your-loved-ones?email=
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Working with a financial advisor can help strengthen your investing strategy. Together, we can discuss ways you can invest to help reach your financial goals and hedge against volatile market conditions.
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It’s important to remember that FAFSA must be submitted every year you want aid (grants, loans or work study). Mark your calendar well in advance and complete your application as soon as possible—some financial aid is first come, first served. Typically, the applications open on Oct. 1 for the next school year.
Check here for dates and application info: https://bit.ly/4kxTLkO
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We’re excited to share that Wealth Advisor Clint Jasperson recently joined The LoCo Experience, hosted by Curt Bear, founder of LoCo Think Tank, for a conversation around business ownership, financial planning, life transitions and legacy.
Thank you to Curt and the LoCo team for the opportunity to be part of the conversation.
Listen to the full episode here: https://www.thelocoexperience.com/aligning-heart-math-and-pencil-math-with-clint-jasperson-cfp-and-managing-partner-of-purpose-driven/
Curt Bear and LoCo Think Tank are not affiliated with or endorsed by Thrivent.
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What are common mistakes people make when investing?
1. Lacking diversification
2. Trying to time the market
3. Investing with your emotions
4. Ignoring fees and taxes
For more mistakes to watch out for and smart strategies to consider: https://bit.ly/4cpFT8s
* While diversification can help reduce market risk, it does not eliminate it. Diversification does not assure a profit or protect against loss in a declining market. Investing involves risk, including the possible loss of principal.
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Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO
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We had the absolute pleasure of Shelly Halverson joining our Cheyenne community to present her Lifetime Gift Seminar. This evening was an opportunity to discuss legacy planning, both for ourselves and for our loved ones once we're gone.
A special thank you to our clients and guests who joined us for such a meaningful evening and helped make this event so special.
Thank you again, Shelly, for coming out and sharing your time and expertise with our Cheyenne community.
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Whether 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.
https://www.thrivent.com/insights/investing/the-cost-of-cash-where-to-invest-when-interest-rates-drop?email=
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Catch up with the Purpose Driven Wealth team for our events in the last quarter and our plans to connect in the next few months. You can read our full newsletter on our website at the link below.
https://www.thrivent.com/literature/pdw-newsletter.pdf
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When planning travel, it's important to start early and be thorough. Turning up at the airport without your passport is sure to ruin anyone's vacation! Set a schedule in advance to avoid complications and enjoy your time away from home.
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Curious if your retirement savings are on track? Averages can be helpful, but they’re not the whole story. See where you stand and explore tips for retirement savings by age. 👇
https://www.thrivent.com/insights/retirement-planning/retirement-savings-by-age-whats-average-whats-recommended?email=
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Great conversations, great questions, and a great evening in Cheyenne at our recent Will Taxes Affect Your Retirement? dinner seminar.
Danny Sonnenberg led the discussion around retirement income planning, tax considerations, and strategies to help attendees think more intentionally about their financial future.
Thank you to everyone who joined us and helped make it such a great event. We always appreciate the opportunity to connect with our community and have meaningful conversations around the topics that matter most.
If this topic got you thinking about your own retirement plan, we’d be happy to continue the conversation.
#PurposeDrivenWealth #RetirementPlanning #TaxPlanning #FinancialPlanning #CheyenneWY
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We're stepping up for youth in foster, kinship, and adoptive families this May. Join us in Finally Home's Walkathon to support kids in our communities find the stable homes they need.
https://finallyhome.net/campaign/stepup2026/team/19/
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Wondering what types of investments you should make? Learn more about the different options available and then let’s connect and discuss which ones may be right for you.
https://www.thrivent.com/insights/investing/the-differences-between-real-estate-stocks-bonds-and-mutual-funds?email=
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Join us in wishing a very happy birthday to Raj! 🎉🎂
We’re grateful to have Raj as part of the Purpose Driven Wealth team and appreciate the skills and perspective he brings. Wishing you a wonderful birthday and a great year ahead! 🥳