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Budgeting is a powerful way to align your money decisions with your values. A budgeting strategy isn't a one-size-fits-all – choose an approach that fits your needs and goals. >> https://bit.ly/3GzkT2U

Budgeting is a powerful way to align your money decisions with your values. A budgeting strategy isn't a one-size-fits-all – choose an approach that fits your needs and goals. >> https://bit.ly/3GzkT2U


Retirement can feel like a seismic shift for business owners—especially when your identity has been closely tied to your work. You've poured years of time and energy into building a business, and you may not be sure what comes next. If you're feeling overwhelmed, here's one way to prepare: Spend time reflecting on your retirement goals across three key areas—lifestyle, opportunity and legacy. This simple exercise can help provide clarity and confidence as you plan your next chapter. Are you thinking about retirement? Let's connect to create a personalized financial plan that aligns with your goals, values and aspirations. See thrivent.com/social for important disclosures.

Retirement can feel like a seismic shift for business owners—especially when your identity has been closely tied to your work. You've poured years of time and energy into building a business, and you may not be sure what comes next. If you're feeling overwhelmed, here's one way to prepare: Spend time reflecting on your retirement goals across three key areas—lifestyle, opportunity and legacy. This simple exercise can help provide clarity and confidence as you plan your next chapter. Are you thinking about retirement? Let's connect to create a personalized financial plan that aligns with your goals, values and aspirations. See thrivent.com/social for important disclosures.


Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA

Any time your life changes, your financial plan deserves a fresh look. Here are different life events that may trigger a need to update your life insurance coverage: https://bit.ly/47koSvA


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.


Understanding your personal finances is a goal everyone should pursue. The more you understand about money—budgeting, saving and investing—the more empowered you are to make decisions that align with your goals.

Understanding your personal finances is a goal everyone should pursue. The more you understand about money—budgeting, saving and investing—the more empowered you are to make decisions that align with your goals.


Every financial decision comes with risk, and everyone's comfort levels are different. Understanding your risk tolerance is vital to making smart investments. Learn more: https://bit.ly/3Qbi8GU

Every financial decision comes with risk, and everyone's comfort levels are different. Understanding your risk tolerance is vital to making smart investments. Learn more: https://bit.ly/3Qbi8GU


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