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🎄Merry Christmas from Jenny and me!🎄 Wishing you and your family a season filled with love, laughter, and way too many Christmas cookies.🍪 Here's to closing out the year on a high note and starting 2025 with big dreams and fresh goals. Cheers to a great year ahead!🥂 #MerryChristmas #HappyBirthdayJesus #2025 Disclosures: Thrivent .com/social
🎄Merry Christmas from Jenny and me!🎄 Wishing you and your family a season filled with love, laughter, and way too many Christmas cookies.🍪 Here's to closing out the year on a high note and starting 2025 with big dreams and fresh goals. Cheers to a great year ahead!🥂 #MerryChristmas #HappyBirthdayJesus #2025 Disclosures: Thrivent .com/social
It's beginning to look a lot like ... a great time to determine if these financial steps are right for you.
It's beginning to look a lot like ... a great time to determine if these financial steps are right for you.
Proud to hear Thrivent has been named to Fast Company’s 2024 Brands That Matter list, which recognizes companies making an impact on business and culture. Learn more about this recognition here: https://bit.ly/3Vx2loB #FCBrandAwards
Proud to hear Thrivent has been named to Fast Company’s 2024 Brands That Matter list, which recognizes companies making an impact on business and culture. Learn more about this recognition here: https://bit.ly/3Vx2loB #FCBrandAwards
The Fed just cut rates by 25%, and the market dipped 3% right after. What’s your take – shocked, stressed, or just rolling with it? If this has you wondering what it could mean for you, let’s grab a coffee and talk it over. I’d love to hear your thoughts and help you feel confident moving forward. #MarketDipped #CutRates #GrabCoffee #ConfidentMovingForward Disclosures: Thrivent .com/social
The Fed just cut rates by 25%, and the market dipped 3% right after. What’s your take – shocked, stressed, or just rolling with it? If this has you wondering what it could mean for you, let’s grab a coffee and talk it over. I’d love to hear your thoughts and help you feel confident moving forward. #MarketDipped #CutRates #GrabCoffee #ConfidentMovingForward Disclosures: Thrivent .com/social
At Thrivent, we collaborate, support, and celebrate one another's successes as part of the larger team dedicated to serving our clients and communities. I'm thrilled to welcome Dennis Porter to our shared mission of helping people achieve clarity and confidence. #thrivent #welcometotheThriventteam #clarity #community #service #support #collaborate Disclosures: Thrivent .com/social
At Thrivent, we collaborate, support, and celebrate one another's successes as part of the larger team dedicated to serving our clients and communities. I'm thrilled to welcome Dennis Porter to our shared mission of helping people achieve clarity and confidence. #thrivent #welcometotheThriventteam #clarity #community #service #support #collaborate Disclosures: Thrivent .com/social
You can still enjoy the holiday season without compromising your budget. Here are some ideas for low-cost activities to do with the family! ❄️ Bake cookies at home ❄️ Holiday movie night ❄️ Decorate gingerbread houses
You can still enjoy the holiday season without compromising your budget. Here are some ideas for low-cost activities to do with the family! ❄️ Bake cookies at home ❄️ Holiday movie night ❄️ Decorate gingerbread houses
📣I worked with a client recently that said no one had ever explained to her that her portfolio should be broken down into different categories based on age, stage of life, and financial goals. The age-old saying is still true, "don't put all your eggs in one basket." SHORT-TERM INVESTMENTS 🎄Easy to access. 🎄Great for purchases in the next few years. 🎄Ideal for an emergency fund. MID-TERM INVESTMENTS ✈️Needs to be invested for 5-10 years before withdrawal. ✈️Ideal for purchases in the next 5-10 years. ✈️Has a wider variety of investment options. LONG-TERM INVESTMENTS 🏡Invest it and forget it. 🏡Intended for purchases more than 10 years away. 🏡Maximum opportunity for growth. 🏡Meets your needs during the last decades of your life. Having your investments strategically spread out over your lifetime makes sense. If you want a second pair of eyes on your investments, I'm here to help. Disclosures: Thrivent .com/social #shortterm #midterm #longterm #investments #goals #financialgoals #age #stageoflife #categories #thrivent #strategic
📣I worked with a client recently that said no one had ever explained to her that her portfolio should be broken down into different categories based on age, stage of life, and financial goals. The age-old saying is still true, "don't put all your eggs in one basket." SHORT-TERM INVESTMENTS 🎄Easy to access. 🎄Great for purchases in the next few years. 🎄Ideal for an emergency fund. MID-TERM INVESTMENTS ✈️Needs to be invested for 5-10 years before withdrawal. ✈️Ideal for purchases in the next 5-10 years. ✈️Has a wider variety of investment options. LONG-TERM INVESTMENTS 🏡Invest it and forget it. 🏡Intended for purchases more than 10 years away. 🏡Maximum opportunity for growth. 🏡Meets your needs during the last decades of your life. Having your investments strategically spread out over your lifetime makes sense. If you want a second pair of eyes on your investments, I'm here to help. Disclosures: Thrivent .com/social #shortterm #midterm #longterm #investments #goals #financialgoals #age #stageoflife #categories #thrivent #strategic
If you're wondering when to start tapping into Social Security, you're not alone. The answer depends on your unique goals, financial needs, and health status. Here are some key factors to consider: 📆 Waiting Can Pay Off: Waiting until full retirement age (usually between 66-67) increases your monthly benefit. If you wait until 70, you’ll see an even larger boost! But sometimes, starting early is a better fit if you need income sooner. 💸 Your Savings & Income: How much you have saved and your income sources are crucial. If you have enough to cover expenses, delaying Social Security might make sense to maximize your benefits. 🏥 Health & Family Longevity: If longevity runs in the family, waiting could mean more lifetime income. But if there are health concerns, taking benefits earlier may work best. 👥 Spousal Benefits: Married? Coordinating with your spouse can maximize benefits for both of you. It can be a balancing act, but getting it right can increase your overall household income. 🔍 Your Life Goals: Are you thinking about working part-time? Traveling? Supporting family? Your Social Security strategy can support those dreams. Timing Social Security is a personal decision, and a financial advisor can help you find what’s best for your unique situation. 💡 Remember, the "right time" is about what works for you and your goals. Disclosures: Thrivent .com/social #Thrivent #SocialSecurity #Goals #Longevity
If you're wondering when to start tapping into Social Security, you're not alone. The answer depends on your unique goals, financial needs, and health status. Here are some key factors to consider: 📆 Waiting Can Pay Off: Waiting until full retirement age (usually between 66-67) increases your monthly benefit. If you wait until 70, you’ll see an even larger boost! But sometimes, starting early is a better fit if you need income sooner. 💸 Your Savings & Income: How much you have saved and your income sources are crucial. If you have enough to cover expenses, delaying Social Security might make sense to maximize your benefits. 🏥 Health & Family Longevity: If longevity runs in the family, waiting could mean more lifetime income. But if there are health concerns, taking benefits earlier may work best. 👥 Spousal Benefits: Married? Coordinating with your spouse can maximize benefits for both of you. It can be a balancing act, but getting it right can increase your overall household income. 🔍 Your Life Goals: Are you thinking about working part-time? Traveling? Supporting family? Your Social Security strategy can support those dreams. Timing Social Security is a personal decision, and a financial advisor can help you find what’s best for your unique situation. 💡 Remember, the "right time" is about what works for you and your goals. Disclosures: Thrivent .com/social #Thrivent #SocialSecurity #Goals #Longevity
As we approach the end of 2024, make sure to review your financial checklist for any outstanding tasks you still need to complete. Here are some helpful reminders.
As we approach the end of 2024, make sure to review your financial checklist for any outstanding tasks you still need to complete. Here are some helpful reminders.