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News and Insights

You prepare for downpours with a rain jacket—why not do the same for your finances? Staying proactive and informed about your finances can help you build good money habits and minimize future challenges. Let's review your financial plan to help you stay ahead of financial surprises. See thrivent.com/social for important disclosures.

Taking Social Security early? Reasons to consider (with pros & cons)

Should you take Social Security early? It depends on your unique needs. Before deciding, make sure to take the pros and cons into consideration. Together, we can talk about your Social Security income and retirement savings to help determine whether claiming benefits early makes sense.

Check out our Summer/Spring Newsletter! https://www.thrivent.com/literature/redwood-newsletter.pdf

Curious about annuities and how they can create a source of retirement income? There are two main stages of an annuity: 1) Accumulation Stage: This is when you invest and grow your savings. You can contribute a lump sum or make payments over time—whatever fits your financial situation. 2) Distribution Stage: Once you’re ready to start receiving income, you may choose how and when you receive the payouts, which could be paid for a set number of years or last a lifetime. Together, we can discuss how an annuity may fit in your overall financial plan. See thrivent.com/social for important disclosures.

Spring is a chance to refocus on what’s really important to you. In this season of new beginnings, how can you limit distractions and seek true renewal?

Help us in supporting Choices Pregnancy "Baby Bottle" Kickoff - Online Fundraiser. Thrivent will match $1 for every $2 donated up to $3000. Help us support this organization and the people they are able to serve. https://thrivent.cotribute.co/events/1134140/detail

National Volunteer Week is coming up April 20-26 and Thrivent is celebrating inspiring individuals! From now through April 26, you can nominate anyone—a friend, neighbor, colleague or fellow volunteer—to be a Generosity Hero. In fact, you can nominate them all! Both you and your nominee will be entered into a drawing. Winners will have the opportunity to select a Thrivent Choice®️ participating organization to receive a donation (up to $5,000) from Thrivent! To learn more or submit nominations: https://bit.ly/4jzZuF7

How to handle market volatility

Whatever happens with the market, there are steps you can take that may help to mitigate the effects of volatility.

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. Post text: 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.

Market uncertainty: Tariffs and economic policy drive volatility

Uncertainty around economic and trade policies is weighing on confidence for both individuals and businesses. Read more from Thrivent's Chief Investment Strategist on current volatility and other market conditions.

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?

Tax tips & pitfalls: What to know to maximize your money

Looking for ways to optimize your income taxes year-round and helpful tips for navigating tax season? From leveraging charitable contributions to common tax errors to avoid, take a look at this helpful guide. ⤵️

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.