Does your retirement plan need a boost?
If you’re between 60 and 63, the SECURE Act 2.0 allows you to increase your catch-up contributions to your 401(k), 403(b) or governmental 457(b) accounts.
Contact us to learn how to take advantage of enhanced catch-up limits.
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Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. See thrivent.com/social for important disclosures.
www.Thrivent.com/Redwood
A new baby changes everything—especially how you plan for the future. Life insurance can be a meaningful way to protect and provide for them. Take a look at this guide to life insurance for new parents: https://bit.ly/4ir448q
Let’s connect if you’d like to take the next step.
Thrivent Charitable celebrates 2024 Voices in Philanthropy
A special shout out to Nancy as she receives the 2024 Voices in Philanthropy recognition from Thrivent Charitable. Thank you to our clients who live out their values by creating the change in their communities and the world that matters most to them. Join us in reading the full news article, announcing this year’s honorees: thriventcharitable.com/2024-VIPs. For important disclosures see thriventcharitable.com/social
Did you know you have until April 15 to maximize your IRA contributions for the 2024 tax year? 📅
Work towards the retirement lifestyle you want to have by saving more now.
See thrivent.com/social for important disclosures.
Looking for ways to pay for college? Some use a combination of the following:
🎓 Grants
🎓 Scholarships
🎓 Work-study programs
🎓 Federal and private loans
🎓 Savings
If you’d like to discuss additional ways to fund a college education, let’s connect.
See thrivent.com/social for important disclosures.
What if you could receive your tax refund throughout the year, instead of waiting for it after you file your tax returns?
Let’s discuss how adjusting your tax withholding could boost your take home pay.
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
As retirement nears, it’s worth reevaluating your investments. Life changes can shift your goals, and revisiting your risk tolerance could help protect your savings.
Ready to ensure your investments align with your goals? ➡️ https://bit.ly/4hspAZT
It's never too late to start investing. Whether you're nearing retirement or just beginning to plan, here are some questions to get you started:
1️⃣ What are you investing for?
2️⃣ What is your time horizon?
3️⃣ What is your risk tolerance?
If you’re looking for a professional to help you with your investing strategy, let’s talk.
See thrivent.com/social for important disclosures.
Lent is a chance to refocus on what’s really important to you. What comforts can you give up to grow closer to God?
Investing basics: The complete guide for beginners
Investing may seem complex, but learning the basics can help prepare you to take the next step. From terminology 101 to learning how to assess your risk tolerance, this guide will help give you a foundational understanding of investing. If you’d like to align your investments with your financial goals, let’s set up a meeting.
Navigating your finances after a spouse passes can be challenging. Social Security survivor benefits may be available to you depending on your age and if you care for a dependent child. Discover more here: https://bit.ly/42XZDNr
Here to connect you or your loved ones to resources that can help.
Clients with membership, did you know you have access to a complimentary membership benefit to support caregivers? Get personalized support, relevant resources, and the opportunity to connect directly with licensed, credentialed caregiving and aging experts.
Sign up today: https://bit.ly/3s9VKlf
As you help your child prepare for college, make sure to add the FAFSA to your to-do list. By submitting the application, you can help maximize the financial aid support and avoid surprises. Learn more: https://bit.ly/4gkcb54
"But let all who take refuge in you be glad; let them ever sing for joy..." - Psalm 5:11
"I have told you these things, so that in me you may have peace. In this world you will have trouble. But take heart! I have overcome the world." - John 16:33
You can start retirement planning at any age. And you don't have to do it alone. Together, let's review your financial goals and priorities to ensure you are on the right track for your future.