News and Insights
There are different types of annuities, and it’s important to understand which one is right for your financial situation. For more information about annuities 👉 https://bit.ly/4jpD7Ss
What is a variable annuity & how does it work?
A variable annuity offers several key features: income in retirement, potential tax-deferred growth based on market performance, and—depending on the contract—potential to pass money on to your heirs. Check out this article for more information and let’s connect if you want to discuss how an annuity could help you reach your retirement goals.
Gifting money and assets to your grandchildren requires careful planning. Learn more about tax implications, gifting limitations and other considerations when it comes to gifting to grandchildren: https://bit.ly/4ddhWlb
Life can be unpredictable, but your financial future doesn't have to be. Together, we can prepare for potential changes and help you stay ahead of risks with a flexible financial plan. Let's schedule time to discuss.
See thrivent.com/social for important disclosures.
Just married? Now’s a great time to align on what generosity looks like for your family. Have a conversation with your loved one about how you want to give, serve and support the causes you care about—together.
If you want to discuss how to integrate generosity into your financial plan, let’s schedule time to meet.
See thrivent.com/social for important disclosures.
Are you and your partner on the same page about your finances? Having a clear understanding of each other’s financial perspectives and goals can bring you closer as a couple. Here are tips for starting those conversations: https://bit.ly/4iAWWph
We’re expanding our financial advisor teams across the country to meet growing demand for values-based financial guidance. We’re actively looking for people who want to make a meaningful impact through their work.
Here’s what you can expect:
✅ Competitive training and pay
✅ Team-based culture
✅ Nationwide roles with flexible options
Learn more about our exciting push for growth in this Wealth Management article: https://bit.ly/4muewP0
Discover more about the Thrivent financial advisor career: thriventcareers.com/43DUGcF
So you’ve graduated college. 🎓Congratulations! Now what? Start with updating or creating your budget. Your financial situation may have changed after graduating and you’ll want to revisit your spending and saving goals.
Here are additional financial considerations for recent grads: https://bit.ly/4lQH195
You prepare for downpours with a rain jacket—why not do the same for your finances? Staying proactive and informed about your finances can help you build good money habits and minimize future challenges. Let's review your financial plan to help you stay ahead of financial surprises.
See thrivent.com/social for important disclosures.
Join me for an “Estate Preservation for the Next Generation”
Special Viewing on Tuesday, May 13th at 6pm CT.
Thrivent - 189 E. Chestnut Street
Burlington, WI
Learn about strategies around how to better prepare yourself for the “what-ifs” in life from our special guest speaker.
No products will be sold. See thrivent.com/social for additional disclosures.
RSVP at https://connect.thrivent.com/shoreline-group/events
Join me for an “Estate Preservation for the Next Generation”
Special Viewing on Tuesday, May 13th at 6pm CT.
Thrivent - 189 E. Chestnut Street
Burlington, WI
Learn about strategies around how to better prepare yourself for the “what-ifs” in life from our special guest speaker.
No products will be sold. See thrivent.com/social for additional disclosures.
RSVP at https://connect.thrivent.com/shoreline-group/events
Join me for an “Estate Preservation for the Next Generation”
Special Viewing on Tuesday, May 13th at 6pm CT.
Thrivent - 189 E. Chestnut Street
Burlington, WI
Learn about strategies around how to better prepare yourself for the “what-ifs” in life from our special guest speaker.
No products will be sold. See thrivent.com/social for additional disclosures.
RSVP at https://connect.thrivent.com/shoreline-group/events
Join me for an “Estate Preservation for the Next Generation”
Special Viewing on Tuesday, May 13th at 6pm CT.
Thrivent - 189 E. Chestnut Street
Burlington, WI
Learn about strategies around how to better prepare yourself for the “what-ifs” in life from our special guest speaker.
No products will be sold. See thrivent.com/social for additional disclosures.
RSVP at https://connect.thrivent.com/shoreline-group/events
National Volunteer Week is coming up April 20-26 and Thrivent is celebrating inspiring individuals! From now through April 26, you can nominate anyone—a friend, neighbor, colleague or fellow volunteer—to be a Generosity Hero. In fact, you can nominate them all!
Both you and your nominee will be entered into a drawing. Winners will have the opportunity to select a Thrivent Choice®️ participating organization to receive a donation (up to $5,000) from Thrivent!
To learn more or submit nominations: https://bit.ly/4jzZuF7
Several factors, like age and marital status, should be taken into consideration when deciding when to start taking Social Security. But those are not the only ones. Learn more about other key factors that impact Social Security: https://bit.ly/44be4hK
Maximizing your Social Security benefits is a crucial part of securing your retirement. By planning ahead and using key strategies, you can optimize your benefits and enhance your financial future. Start making informed decisions now for a more comfortable retirement tomorrow: https://bit.ly/44bxQcX
Taking Social Security early? Reasons to consider (with pros & cons)
Should you take Social Security early? It depends on your unique needs. Before deciding, make sure to take the pros and cons into consideration. Together, we can talk about your Social Security income and retirement savings to help determine whether claiming benefits early makes sense.
Looking for another way to supplement your retirement income? An annuity can provide an income stream to pair with other retirement savings. There are 4 different types:
1️⃣ Fixed Annuity
2️⃣ Variable Annuity
3️⃣ Indexed Annuity
4️⃣ Immediate Annuity
Feeling overwhelmed with the different options? This resource breaks it down with additional information on each type: https://bit.ly/3FrmSpH