Wealth transferYou’ve worked hard to build a life you love—now it’s time to decide what your money is meant to do. How it’s set up today is already shaping what reaches the people and causes closest to your heart tomorrow. Take a closer look at your money, so it can support your life now and benefit those you care about.
A SEP IRA can be an attractive retirement plan option, especially if your business has few or no employees. With limited administrative burden, tax advantages and flexibility, it could be the right fit for your personal and business' financial goals. Learn more here: https://bit.ly/4vddl9V
Let's chat about all the retirement plan options available to you and find the one that best meets your needs.
A Multi-Year Guarantee Annuity™️ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.
Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.
For additional interest rates and other important information: https://bit.ly/4qauUq7
See thrivent.com/social for important disclosures.
"The Lord himself goes before you and will be with you; he will never leave you nor forsake you. Do not be afraid; do not be discouraged." - Deuteronomy 31:8
Thinking about purchasing an annuity and want to learn more? Start with these 3 resources:
1) Discover annuity basics: https://bit.ly/4goM2pe
2) Learn how annuities are taxed: https://bit.ly/4ozlVOi
3) Explore different types of annuities: https://bit.ly/4vRyUgO
Feel free to reach out with any questions you might have as you research. Here to be a resource for you.
Considering disability income insurance coverage but want to know more about what it might cost?
Know that premiums typically range from 1%-4% of your income. However, factors like the amount of income you want covered, your chosen benefit period, age and health ultimately determine what your premium will be. Dive deeper here: https://bit.ly/4vNjfPO
The great wealth transfer: What baby boomers need to knowTrillions of dollars are expected to pass to the next generation in what’s being called the great wealth transfer.
Taking time to think about how you’d like your assets to be passed on can bring greater clarity for you and the people and causes you care about.
It can also help you:
• Align your assets with what matters most.
• Set clearer expectations for loved ones.
• Reduce uncertainty with intentional planning.
Discover how to help secure your legacy for your loved ones ⬇️
Have you thought about which assets are meant for living today and which ones you hope to pass on? Let’s connect to explore what each piece is supporting today and how it could show up for the people and causes you care about.
See thrivent.com/social for important disclosures.
August 2026 Market Update: Strong economy, higher yieldsThe market continues to navigate a changing landscape. While technology and AI remain important drivers, leadership is expanding into areas like financials and energy. Combined with a resilient economy and attractive bond yields, diversification remains as important as ever. Read Thrivent's August Market Update for more. ⬇️
Basics of a financial plan: What it is & getting startedLet's pursue your financial goals, together. I can help you get started by providing insight on three important steps to establishing a financial plan:
1. Identify where you are.
2. Define financial success so you can outline your goals.
3. Uncover some events that might move you further away from your goals.
Learn more about what makes up a solid financial plan and the process for creating your own. ⬇️
How to invest for retirement: Account types & strategic movesInvesting for retirement can feel overwhelming. No matter where you are on your journey, the key is to be consistent and stick with it. A strong retirement investment strategy includes:
✔️ Portfolio diversification
✔️ Understanding your risk tolerance and adjusting over time
✔️ Investing in tax-advantaged accounts like IRAs and 401(k)s
Learn more about investing for retirement. ⬇️
"I have told you these things, so that in me you may have peace. In this world you will have trouble. But take heart! I have overcome the world." - John 16:33
Updating your life insurance: 7 life events that may affect your coverageIf you’re in one of these 7 life stages, it may be time to update your life insurance coverage. ⬇️
While spontaneous giving can be meaningful, a strategic approach can help you amplify your generosity, minimize your tax burden and give with greater purpose.
Consider these charitable giving strategies: https://bit.ly/3IZ1x9f
Annuities can help ensure you don’t outlive your retirement savings. They also offer tax benefits and are highly customizable to your needs. But there are costs, fees and potential market considerations to review before purchasing. Dive deeper here: https://bit.ly/4vmDdRz
Your income is one of your most valuable financial assets. Disability income insurance can help protect that income if illness or injury interrupts your ability to work. Let’s connect and find a coverage solution that meets your needs.
See thrivent.com/social for important disclosures.
Big life changes like having a baby, buying a home and getting a pay raise can all impact your income protection needs. As your life evolves, it may be worth revisiting your disability income insurance coverage to make sure it’s keeping up with your priorities. More here: https://bit.ly/449rrOd
