Insights

If your company's retirement plan disappeared tomorrow... Would employees notice? If the answer is "probably not," there may be an opportunity to improve: -Awareness -Engagement -Education -Communication A retirement plan can't help people if they don't understand it. #BusinessOwner #EmployeeBenefits
When was the last time you reviewed your workplace retirement plan? For many organizations, the answer is: "Someone else handles that." Maybe. But retirement plans touch employees, business goals, benefits strategy, and long-term workforce planning. Questions are free. Assumptions can be expensive. #PlanSponsor #WorkplaceBenefits
I've always been fascinated by systems. A machine rarely fails because of one component. Most issues occur because multiple small parts affect one another. Organizations aren't much different. The same can be true of employee benefits, retirement plans, and workforce initiatives. Sometimes asking better questions reveals opportunities hiding in plain sight. #Leadership #ContinuousImprovement
One of the most common things I hear: "Nobody ever explained that to me." Not because the information wasn't available. Because nobody took the time to connect the dots. Education matters. Especially when the decisions affect families, careers, and long-term goals. #FinancialEducation #RetirementPlanning
June Community Dog Walk at The Babinski Foundation Animal Shelter!
June Community Dog Walk at The Babinski Foundation Animal Shelter!https://www.eventbrite.com/e/june-community-dog-walk-at-the-babinski-foundation-animal-shelter-tickets-1990798053569
Disability income insurance: What it is & how it works
Disability income insurance: What it is & how it worksDisability insurance can protect your most valuable asset – your ability to earn an income. Here are important things to know about disability income insurance. ⬇️
Disability insurance: What it covers, exceptions & alternatives
Disability insurance: What it covers, exceptions & alternativesYour income supports your family—what happens if it stops? Disability income insurance can provide a safety net during difficult times. Together, we can discuss how adding coverage can fit into your current financial plan.
Why disability insurance matters & who should get it
Why disability insurance matters & who should get itWondering if disability income insurance is something you need? This resource contains commonly asked questions so you can decide what is right for you. ⬇️
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Saving for retirement? Here’s something to consider: different accounts come with different tax implications. By spreading your savings across taxable, tax-deferred and tax-free accounts, you can give yourself more flexibility in retirement. This makes it easier for you to manage withdrawals, avoid tax spikes and lower your Modified Adjusted Gross Income (MAGI). Get in touch to discuss the right approach for your unique situation. 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.
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Retirement can feel like a seismic shift for business owners—especially when your identity has been closely tied to your work. You've poured years of time and energy into building a business, and you may not be sure what comes next. If you're feeling overwhelmed, here's one way to prepare: Spend time reflecting on your retirement goals across three key areas—lifestyle, opportunity and legacy. This simple exercise can help provide clarity and confidence as you plan your next chapter. Are you thinking about retirement? Let's connect to create a personalized financial plan that aligns with your goals, values and aspirations. See thrivent.com/social for important disclosures.
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Building a business often means sacrificing your time, energy—and even your financial security—to bring your vision to life. That's why personal financial planning is so important, especially early on. Early-stage entrepreneurs may face: ✅ Unpredictable income ✅ Tax complexity ✅ Blurred lines between personal and business finances ✅ High debt levels ✅ Difficulty saving for the future A thoughtful plan can help protect what you're building and support your long-term goals. Not sure where to start? Let's talk. Together, we can create a financial plan that helps you grow your business with confidence. See thrivent.com/social for important disclosures.
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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