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Reaching retirement with financial stability is a reason to celebrate. 🎉 Here's a checklist to help you prepare for the retirement you've always wanted: https://bit.ly/4n9Dq6Z

Reaching retirement with financial stability is a reason to celebrate. 🎉 Here's a checklist to help you prepare for the retirement you've always wanted: https://bit.ly/4n9Dq6Z


There are different types of annuities, and it’s important to understand which one is right for your financial situation. For more information about annuities 👉 https://bit.ly/4jpD7Ss

There are different types of annuities, and it’s important to understand which one is right for your financial situation. For more information about annuities 👉 https://bit.ly/4jpD7Ss


Life insurance can be more than protection—it can help you build wealth for your family. 💡 Together, we can review how much coverage you need and the type of policy that may be right for you. For more information on how life insurance can help create generational wealth for your family’s future: https://bit.ly/420Ehy1

Life insurance can be more than protection—it can help you build wealth for your family. 💡 Together, we can review how much coverage you need and the type of policy that may be right for you. For more information on how life insurance can help create generational wealth for your family’s future: https://bit.ly/420Ehy1


Ideally, you’d try to balance both paying off debt and saving, but you may have to prioritize one over the other depending on your resources and personal situation. And that’s okay. Here are things to consider if you are debating which one to prioritize. ➡️ https://bit.ly/42j8NCe

Ideally, you’d try to balance both paying off debt and saving, but you may have to prioritize one over the other depending on your resources and personal situation. And that’s okay. Here are things to consider if you are debating which one to prioritize. ➡️ https://bit.ly/42j8NCe


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.

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.


Estate planning helps ensure your assets are distributed to the people, causes and organizations you care about most. Together, we can work with your tax professional or estate attorney to build a tax-efficient estate plan that aligns with your goals and values. See thrivent.com/social for important disclosures.

Estate planning helps ensure your assets are distributed to the people, causes and organizations you care about most. Together, we can work with your tax professional or estate attorney to build a tax-efficient estate plan that aligns with your goals and values. See thrivent.com/social for important disclosures.


Thinking of selling your home and renting during retirement? Whether you’re nearing retirement or already there, here are a few pros and cons to consider before making the move. 🏠 Owning provides stability, but home maintenance and the rising cost of utilities and insurance can be challenging. 🔑 Renting may offer greater flexibility and fewer responsibilities, but rising rents and housing uncertainty may pose a risk. Weighing your options? Let’s connect. Together, we can evaluate your goals, finances and future plans and determine the best path forward for you. See thrivent.com/social for important disclosures.

Thinking of selling your home and renting during retirement? Whether you’re nearing retirement or already there, here are a few pros and cons to consider before making the move. 🏠 Owning provides stability, but home maintenance and the rising cost of utilities and insurance can be challenging. 🔑 Renting may offer greater flexibility and fewer responsibilities, but rising rents and housing uncertainty may pose a risk. Weighing your options? Let’s connect. Together, we can evaluate your goals, finances and future plans and determine the best path forward for you. See thrivent.com/social for important disclosures.


While a bigger down payment can help you avoid private mortgage insurance (PMI) and significantly reduce your borrowing costs, coming up with 20% down is challenging for many first-time buyers—particularly in today’s housing market. If you’re ready to buy your first home, there are several ways to achieve this goal with little or no money down. Learn more about your options: https://bit.ly/4ezqnrC

While a bigger down payment can help you avoid private mortgage insurance (PMI) and significantly reduce your borrowing costs, coming up with 20% down is challenging for many first-time buyers—particularly in today’s housing market. If you’re ready to buy your first home, there are several ways to achieve this goal with little or no money down. Learn more about your options: https://bit.ly/4ezqnrC