A proactive approach
If you want to avoid tax surprises in retirement, it helps to implement tax efficient strategies into your financial plan. George and Judy became Thrivent clients in 1968 to prepare for their financial futures. Learn more about their proactive approach and the different ways you can be more tax efficient.
If your golden years are right around the corner, itâs time to start thinking about how to bring your retirement dreams to life.
Whether youâre considering starting fresh in a new location, or downsizing and staying local, buying a retirement home is a big step. Itâs wise to take time to reflect on whether buying a new home would be a good next step for you or whether you'd be better off staying where you live now.
As you weigh the advantages and disadvantages, remember you don't have to do it alone. Please reach out for help through the decision-making process.
Youâre working hard to fuel the life you love. Letâs make sure your financial plan is prepared for lifeâs what-ifs. The right solutions can help you stay ahead of the curve and keep your vision for the future on track.
See thrivent.com/social for important disclosures.
Summer financial tip coming in hot: Start planning for the holidays now. Tickets are cheaper. Youâre more relaxed. And planning by the pool when schoolâs out is much easier than it will be later this year when youâre slammed with school and work events.
It's time for a summer financial check-in. How are you feeling about your finances? Always here for a quick check-in to talk through any financial concerns youâre experiencingâand to celebrate the wins, too!
Dreaming of the future? Make your bucket list đ and weâll help you create a financial strategy to bring it to life.
Together, letâs create a personalized financial plan that prioritizes your unique goals.
#Thrivent #FinancialStrategy #FinancialAdvisor
See thrivent.com/social for disclosures.
âThe joy of the Lord is your strength.â - Nehemiah 8:10
Our goal is to connect with each of our clients on a personal level. Building your
financial future and goals is a very individualized need. We hope to meet you where
you are in your financial journey and walk you through each step of the process until
we have built a financial plan that reflects your wants and needs. We then continue to
be there through each stage of your life.
Letâs connect
thrivent.com/redwood
See thrivent.com/social for important disclosures.
Guaranteed income for the big and little things (that are also pretty big). An annuity and the guaranteed income it can provide may be the right fit for the financial priorities you have. If you want to learn more about how an annuity could fit into your overall financial plan, letâs schedule some time to talk.
Guarantees based on the financial strength and claims paying ability of the productâs issuer. See thrivent.com/social for important disclosures.
#AnnuityAwarenessMonth
âIn all things I have shown you that by working hard in this way we must help the weak and remember the words of the Lord Jesus, how he himself said, âIt is more blessed to give than to receive.â - Acts 20:35
Do you have a financial plan that's personalized to your goals and priorities?
No matter what stage of life you're in, together we can create a plan that helps you feel confident. Here are six steps you can take to get started:
1. Use SMART goals to establish clarity.
2. Get a full understanding of your current financial situation.
3. Check the strength of your financial foundation.
4. Grow what you have today into what you need for tomorrow.
5. Build a mindful spending strategy for the years ahead.
6. Establish your legacy.
Learn more about the six steps and how you can use them to build your plan: https://bit.ly/3V0AXQg
Disclosures: thrivent.com/social
Congrats grads! All of your hard work paid off. Remember to thank the loved ones, friends and teachers who helped you get here. đ
âThese things I have spoken to you, that my joy may be in you, and that your joy may be full.â - John 15:11
âAnd the disciples were filled with joy and with the Holy Spirit.â - Acts 13:52
24% of U.S. adults surveyed said not saving enough for the future is their biggest financial regret. One simple tip to avoid an in-the-moment purchase you may regret later: wait a while! The time you put between wanting something and making the decision to buy it can help you decide if the item is worthwhile.
âNow the Lord is the Spirit, and where the Spirit of the Lord is, there is freedom.â - 2 Corinthians 3:17
Tornadoes across the US have caused widespread devastation to homes, businesses and communities. Letâs send a message that help is on the way by volunteering, donating or helping to rebuild. For every $2 you donate through Thrivent's online giving platform Thrivent will add $1. Thrivent will also pay all the processing fees so 100% will go directly to the cause. Learn how you can amplify your impact, visit https://bit.ly/48cO5W6.