Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
Help your money last in retirementA long life is a gift—let’s help make sure your finances can keep up. Start by building financial resilience against inflation, market swings, and rising health and care costs.
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
5 financial risks (and how to adapt your financial plan)Are you prepared for financial changes? With proactive planning and flexible strategies, you can manage risks and habits that could impact your financial plan. Learn more about protecting your finances from what-ifs. ⬇️
Is early retirement right for you?Curious how you can start your retirement sooner? Depending on your current income and expenses, it's possible. Here are things to keep in mind when considering if early retirement is right for you. ⬇️
Enjoy retirement income without the guessworkYou've spent years building your retirement nest egg—now let's make it work for you. Let's discuss how to turn your savings into steady, reliable income that lasts.
Managing risks to your retirement savings doesn't have to be complicated. You can maximize your guaranteed income sources, prepare for market volatility and have a mindful withdrawal plan. Here are important things to consider: https://bit.ly/4idtvKz
If you'd like to discuss your unique retirement risk factors, let's set up a meeting.
How to invest for retirement: Account types & strategic movesInvesting for retirement takes planning, but it doesn't have to be complex. Once you know your retirement goals and investment style, you can make a solid, long-term plan for retirement. Let's connect to talk more about this important topic.
Retirement savings by age: How much should you have?Planning for retirement can seem like a long and complex journey. Knowing how much to save is a foundational piece of achieving your retirement goals—check out these planning milestones based on your age.
2024 IRA contribution deadline: There's still time to maximize your savingsIt may be 2025, but you still have time to maximize your savings for the 2024 tax year. Explore how contributing to an IRA can help boost your retirement savings and find answers to the most common IRA questions.
Is your retirement strategy built for the long run?A resilient retirement strategy accounts for the unexpected-including market volatility, inflation and extended care costs. Here are some steps you can take to protect your next chapter.
Longevity risk: What it is & how to prepare for it in retirementA long life is a blessing to enjoy, but it also requires careful preparation. Living longer than expected (also known as longevity risk), can put pressure on your retirement savings. Here's how to protect your future. ⬇️
Life insurance & living benefits: Ways to use permanent life insuranceDid you know there are more ways permanent life insurance can be part of your financial plan? Here are 5 living benefits of life insurance.
Risks and habits that can derail your financial planIs your future protected from the unexpected? Here are 5 uncertainties to plan for to keep your goals on track.
FREE Community SHRED Event!
Saturday, August 10, 9:00 am -12 noon
Thrivent Office @ 102 Tomahawk Drive, Kutztown
Join us for a FREE Community SHRED event.
Bring up to 5 file-boxes of paper-only documents for secure shredding. It’s a drive-thru event - no need to leave your car!
Our event supports the Brandywine Heights School District "Backpack Buddies" program which provides much-needed weekend meals to elementary students in need, as well as consumer education to high school students.
Please consider bringing a donation in support of the Brandywine Heights School District "Backpack Buddies" program, one of these needed food items (individual serving size only):
-Cereal cups
-Granola or breakfast bars or wrapped muffins
-Raisins, pretzels, "Goldfish" crackers, etc.
-Macaroni and Cheese, spaghetti & meatball microwave cups
Preparing for retirement checklist: Are you retirement ready?Retirement planning can feel like a lot. Here’s a simple checklist to help you get started. 👇
Income Match Assessment | ThriventWhen it comes to spending your hard-earned dollars in retirement, are you a Protector, Optimizer or Explorer? Take this short quiz to find out.
Want to uncover tax-saving opportunities? Let's review your most recent tax return to identify ways to save so you can fund what matters most. Reach out to schedule an appointment.
Tax bracket implications on Tax Cuts & Jobs Act (TCJA) sunsetDiscover how 4 expected tax law changes could affect your financial plan—and learn adjustments you can make to continue funding what matters most.
Working tax efficiency into your financial strategyUnderstanding how your assets are taxed—and making adjustments now—can have a significant impact on your future. Diversification is key to building tax efficiency into your plan. Learn more about each type ⬇️
1. Investment
2. Time
3. Income tax
