Summer financial tip coming in hot: Start planning for the holidays now. Tickets are cheaper. You’re more relaxed. And planning by the pool when school’s out is much easier than it will be later this year when you’re slammed with school and work events.
Happy to share that Thrivent has been named to Fortune magazine’s Fortune 500 List for the 30th consecutive year! Honored to be part of this organization whose financial strength and stability is guided by purpose and good stewardship.
The right financial product is the one that aligns with where you’re at in life. An annuity can provide stable, predictable income. Resonate with where you’re at and what your needs are? Let’s talk about how an annuity can fit into your overall financial plan.
Guarantees based on the financial strength and claims paying ability of the product’s issuer. See thrivent.com/social for important disclosures.
The 3 advantages of life insurance for childrenDid you know that purchasing life insurance for children while they are young is more beneficial than waiting until they are older? Here are three reasons to insure them now.
Do you have a financial plan that's personalized to your goals and priorities?
No matter what stage of life you're in, together we can create a plan that helps you feel confident. Here are six steps you can take to get started:
1. Use SMART goals to establish clarity.
2. Get a full understanding of your current financial situation.
3. Check the strength of your financial foundation.
4. Grow what you have today into what you need for tomorrow.
5. Build a mindful spending strategy for the years ahead.
6. Establish your legacy.
Learn more about the six steps and how you can use them to build your plan: https://bit.ly/3V0AXQg
Disclosures: thrivent.com/social
With house prices skyrocketing, the decision of buying vs. renting a home has become even more complex. There’s no one-size-fits-all answer when deciding.
Check out this article to help you evaluate your short- and long-term needs along with your financial considerations: https://bit.ly/3VQwPTD
2nd Quarter 2024 Market Outlook: Staying the courseHear more from Thrivent Asset Management on rate cuts, inflation and what to do with stocks and bonds in the second quarter.
Job loss can come with a lot of stress—especially with your finances. Not sure what money moves you should make after getting laid off? This article covers immediate, short- and long-term steps you can take: https://bit.ly/3Vi3z7S
If you’re considering an adjustment to your financial plan due to a change in employment, let’s talk.
Thrivent ranked among Barron’s Best Fund FamiliesThrivent Mutual Funds was ranked among Barron’s Best Fund Families of 2023. Learn more about this ranking. 👇
Thrivent wins LSEG Lipper Fund Awards United States 2024Congratulations to Thrivent Asset Management for being named a LSEG Lipper Fund Awards United States 2024 winner for a second year.
Thrivent Multi-Year Guarantee Annuity™️Want growth you can count on? Get a locked-in interest rate for the guarantee period you choose – either 3, 5, 7 or 9 years – with Thrivent’s Multi-Year Guarantee Annuity.
For more information, let's connect today.
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I am committed to working with small business owners like you to help ensure growth, stability and preparedness. I help define your goals and secure your legacy for years to come—so you can focus on running your business.
How to protect your family financially over the yearsThinking about purchasing life insurance and not sure where to start? Here are the different types of life insurance and reasons why you may want to get coverage.
Retirement is full of possibilities, but it's important to prepare for unexpected twists along the way:
🏥 Unplanned health care
🏠 Home maintenance
📉 Market volatility
💃🏽 Surprise dance parties
Let’s discuss how the right strategy can safeguard your assets for the long run.
Have you led a Thrivent Action Team? If not, see how easy it is to get started:
💙 Apply to lead a Thrivent Action Team Project.
💙 Receive your Thrivent Action Kit in the mail, including up to $250 in seed money.
💙 Gather your team and bring your project to life.
💙 Share the results and impact of your project.
Need help getting started or coming up with an idea? Let’s talk! Apply today 👉 bit.ly/430FSS9
#ThriventActionTeam #LiveGenerously #ThriventMembership #ThriventClients #MembershipBenefits #Thrivent
An act of love: Tips for aging parentsHelping your loved ones understand your end-of-life plan can alleviate their future stress.
Here are some tips to guide you in deciding when and how to initiate this essential conversation. 👇
The New Year has arrived! What's your top financial goal for 2024? Are you looking to save or invest? A little of both? Take a moment to think about your priorities and then let’s connect.
Wealth transfer strategies: How to leave assets to your loved onesRemember, wealth transfer isn’t just about money and assets; it’s about passing down your values and aspirations.
Let’s work together to create a lasting legacy. 👇🏼
