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Insights

I've got valuable information and resources to share. Explore away! And check back often.

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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.

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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.

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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. ⬇️

For a growing number of Americans, the idea of working until their mid-60s or later and then kicking back in their remaining years simply isn’t appealing. They...

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A guide to charitable giving strategies & their tax advantages

There are ways you can help maximize tax benefits when giving. Learn more about different charitable giving strategies and their tax advantages.

Charitable giving is a personal choice you make throughout your lifetime. It feels good to be generous with the resources entrusted to your care. And making a...

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How to invest for retirement: Account types & strategic moves

Investing 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.

Investing for retirement takes planning, but it doesn't have to be complex. Lay the foundation by learning the basic strategies, investment types and tax...

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If you file taxes and forget about it, you could be missing out. Managing your tax bracket now can help minimize what you pay in retirement. If taxes are a topic you avoid, this event is for you. It's common to think you'll pay less taxes in retirement because you're earning less -- but not without planning. Learn to avoid tax "gotchas" at Keeping the Tax Man Away with Debbie Taylor, founder, and lead wealth advisor with Taylor Financial Group. Tuesday, March 4 at 1:00pm & 7:30pm Register today: https://bit.ly/KeepingTheTaxManAway No products will be sold. For additional disclosures see thrivent.com/social. Speaker is not affiliated with Thrivent. Views are their own. 6037805.1

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If you file taxes and forget about it, you could be missing out. Managing your tax bracket now can help minimize what you pay in retirement. If taxes are a topic you avoid, this event is for you. It's common to think you'll pay less taxes in retirement because you're earning less -- but not without planning. Learn to avoid tax "gotchas" at Keeping the Tax Man Away with Debbie Taylor, founder, and lead wealth advisor with Taylor Financial Group. Tuesday, March 4 at 1:00pm & 7:30pm Register today: https://bit.ly/KeepingTheTaxManAway No products will be sold. For additional disclosures see thrivent.com/social. Speaker is not affiliated with Thrivent. Views are their own. 6037805.1

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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.

This series breaks down retirement savings by age, covering detailed guidelines on the best financial moves to make at every time of your life.

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Climbing a mountain requires different skills than descending it. The same goes for retirement! After decades of saving, you’ll need a solid strategy to ensure your money lasts throughout the years ahead. Join Thrivent for What’s Your Retirement Style? — an exclusive conversation with Dr. Wade Pfau, where you’ll learn how to craft the right plan today to prepare for the journey tomorrow. February 25th at 1:00 p.m. and 8:30 p.m. EST February 26th at 9:30 p.m. EST Don't miss out on expert insights that could help you navigate your retirement with confidence! Learn more and sign up: https://bit.ly/3VlgxRD No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for important disclosures.

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Climbing a mountain requires different skills than descending it. The same goes for retirement! After decades of saving, you’ll need a solid strategy to ensure your money lasts throughout the years ahead. Join Thrivent for What’s Your Retirement Style? — an exclusive conversation with Dr. Wade Pfau, where you’ll learn how to craft the right plan today to prepare for the journey tomorrow. February 25th at 1:00 p.m. and 8:30 p.m. EST February 26th at 9:30 p.m. EST Don't miss out on expert insights that could help you navigate your retirement with confidence! Learn more and sign up: https://bit.ly/3VlgxRD No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for important disclosures.

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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.​

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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.​

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Is winter weather still keeping you inside? ❄️ Use the time to check a few things off your list:​ ✅ Organize your financial documents​ ✅ Make a tax filing plan​ ✅ Understand how your taxes fit into your bigger picture​ See thrivent.com/social for important disclosures.​

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Is winter weather still keeping you inside? ❄️ Use the time to check a few things off your list:​ ✅ Organize your financial documents​ ✅ Make a tax filing plan​ ✅ Understand how your taxes fit into your bigger picture​ See thrivent.com/social for important disclosures.​

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As tax season approaches, here’s your reminder to get started ahead of time.​ Here are four reasons to file early:​ ✅ Faster tax refunds​ ✅ Extra time to make a payment if you owe​ ✅ Reduce risk of someone else pocketing your refund​ ✅ Avoid tax deadline stress or having to file an extension​ See thrivent.com/social for important disclosures.​

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As tax season approaches, here’s your reminder to get started ahead of time.​ Here are four reasons to file early:​ ✅ Faster tax refunds​ ✅ Extra time to make a payment if you owe​ ✅ Reduce risk of someone else pocketing your refund​ ✅ Avoid tax deadline stress or having to file an extension​ See thrivent.com/social for important disclosures.​

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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.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

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Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

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