Top 7 charitable giving strategies: Maximizing tax benefits and impactThere are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.
We know how meaningful work can be when it aligns with your values. At Thrivent, our financial advisors are encouraged to bring their whole selves to their career - including the beliefs that guide them every day.
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7 ways to help reduce your taxable incomeSeeing your hard-earned money go towards taxes can be frustrating. However, there are ways you can help reduce your tax burdens and become more tax efficient. âŹď¸â
The future may be full of unknownsâbut one thing you can prepare for is how youâll handle long-term care if or when the need arises.
Planning for extended care today gives you more choices tomorrow. It helps protect your finances and independenceâwhile allowing your loved ones to remain care managers, not full-time caregivers.
âĄď¸ If you have any questions or would like to explore your options, letâs schedule time to discuss.
See thrivent.com/social for important disclosures.
Thrivent is growing. If you're looking for a financial advisor role where success is measured in the lives you impact, not just the numbers you hit, you may be a great fit.
Starting out on our Virtual Advice Team, youâll work with existing clients and receive structured coaching. Youâll enjoy a stable income with a salary and incentive structure while building the skills you need to grow your career with confidence.
Learn more: thriventcareers.com/48Sn4KA
Many people are surprised to learn that Medicare and Medicaid donât provide the extended care coverage they expect. Thatâs why having a long-term care strategy can be an essential part of your financial plan. Not only does it help protect your savingsâit can also preserve your choices.
Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.
If giving is on your heart this holiday season, a meaningful strategy can help you make the most of your generosity. From tax-efficient donations to legacy gifts, the right approach can align your giving with both your values and your financial goals.
Get in touch to discuss which strategy may be right for you.
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Financial planning isnât just for high earnersâitâs for everyday people with goals both big and small.
Whether youâre paying down debt, saving for your first home or starting to invest for retirement, a financial plan can help you turn todayâs paycheck into tomorrowâs possibilities.
đ Letâs connect and discuss how we can help no matter where youâre starting from. Together, we can create a financial plan for all that youâd like to accomplish.
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đĄ Your financial house should be built to lastâand you can make it stronger with the right help.
Whether youâre working to lay a solid foundation, grow your money or shape your legacy, financial planning can help you:
â Prepare for the unexpected
â Save and invest for major milestones
â Adapt as your goals evolve
Together, we can create a financial plan with clarity and confidence, the same way a house is constructed. Reach out to learn more.
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Marriage. Divorce. Having a baby. Sending your kid to college. Starting a job. Getting laid off.
Major life changes may shift your priorities. Thatâs why financial planning is so importantâit can offer confidence and stability in an unpredictable world.
Hereâs how to prepare for lifeâs what-ifs âĄď¸ https://bit.ly/4prEGmm
Ready for a new chapter in your career? If youâve been successful connecting with people, earning trust and delivering results, you may be a great fit for our team.
As a Thrivent financial advisor, youâll have the opportunity to:
âď¸ Help clients gain financial clarity and confidence
âď¸ Grow with rewarding pay and ongoing support
âď¸ Shape a career where your skills create
lasting impact
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Are you ready for penalty-free retirement withdrawals? Reach out to learn more about taking withdrawals starting at age 59½ and how I can help you reach your retirement goals.
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If youâve ever cared for a parent or loved one, you know how challenging it can be to navigate long-term care. And if you havenât, chances are you have more questions than answersâwhich is exactly why planning ahead matters. Consider these key points. âŹď¸
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The holiday season is a time to reflect, give back and support the causes that matter most to you. Itâs an opportune moment to create a thoughtful giving plan thatâs aligned with your values, goals and financial strategy.
Letâs connect to explore ways to maximize your year-end giving and make every gift countâtoday and for years to come.
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Does your retirement plan need a boost? Reach out to discuss catch-up contributions after age 50 and how I can help you reach your retirement goals.
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Looking for a career where your skills can make a lasting difference?
Thrivent's Virtual Advice Team is growing, and we're seeking experienced sales professionals who thrive on building relationships. As a Virtual Financial Advisor, you'll help clients achieve their personal and financial goals--all while having a development path to build a meaningful career of your own.
Find out more: thriventcareers.com/47vNMah
Before the ball drops on Dec. 31, make sure your retirement income is protected. Take these 3 essential steps:
1ď¸âŁ Take your required minimum distributions (RMDs). Missing the Dec. 31 deadline can trigger a 25% penalty.
2ď¸âŁ Watch your modified adjusted gross income (MAGI). Even small increases could raise future Medicare premiums.
3ď¸âŁ Consider a qualified charitable distribution (QCD). It can satisfy your RMD, lower your MAGI and help you support the causes you care about.
A few simple moves today can help you avoid penalties, manage future healthcare costs and protect your retirement income.
Get in touch if youâd like help reviewing your year-end strategy.
See thrivent.com/social for important disclosures. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.
Itâs hard to believe the year is already winding down! While shopping, baking and holiday gatherings may be at the top of your to-do list, donât forget to carve out time for a year-end financial checkup.
Taking these 6 steps now can help you minimize your taxes, strengthen your savings and start the new year on solid footing.
đ If youâd like personalized guidance, letâs connect.
See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
6 year-end financial tasksThe hustle and bustle of the holiday season can distract us from other action items on our checklist. End the year on a strong note by refocusing on your finances. Take a look at these tasks to complete before Dec. 31.
đ Tip: Donât forget to check your FSA or HSA by year-end.
â FSA: Most dollars donât roll over, so nowâs the time to use those funds by stocking up on eligible supplies or booking any last-minute appointments.
â HSA: Confirm youâve taken advantage of your HSA.
Reach out if youâd like guidance on other year-end financial strategies.
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