News and Insights
Basics of a financial plan: What it is & getting started
Let'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. Disclosures: thrivent.com/social
A proactive approach
If you want to avoid tax surprises in retirement, it helps to implement tax efficient strategies into your financial plan. George and Judy became Thrivent clients in 1968 to prepare for their financial futures. Learn more about their proactive approach and the different ways you can be more tax efficient.
Keeping the Tax Man Away with Debbie Taylor - Loveland, CO
Join the Rocky Mountain Region Thrivent Member Network for the online webinar Keeping the Tax Man Away with Debbie Taylor No matter your tax bracket, there are steps you can take now to help minimize the taxes you'll owe in retirement. If you file your taxes in the spring and forget about it the rest of the year, you could be missing out. If taxes are a topic you avoid, this event is for you. Join us for our free workshop, Keeping the Tax Man Away. Register today: https://bit.ly/3Pn19RO No products will be sold at this event. For additional disclosures, see thrivent.com/social.