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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
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Basics of a financial plan: What it is & getting started
Let's pursue your financial goals, together. We 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
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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.
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What is a variable annuity & how does it work?
A variable annuity offers several key features: income in retirement, potential tax-deferred investment 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. #AnnuityAwarenessMonth
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What is a deferred annuity & how does it work?
Curious if a deferred annuity might be a fit in your retirement strategy? Here are some of its possible benefits: 👉 Builds income for retirement 👉 Investment flexibility 👉 Tax savings potential 👉 Extra rider benefits For more information on deferred annuities, take a look at this article. Let’s connect if you want to discuss how an annuity could help you reach your retirement goals. #AnnuityAwarenessMonth
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Thrivent Multi-Year Guarantee Annuity™️
When you're looking for solutions that help offer predictability and security – especially in an uncertain market – your options aren't just limited to CDs, high-yield savings accounts and traditional fixed annuities. Thrivent's Multi-Year Guarantee Annuity is another strong option. See how much you could earn and view the current rates. 36386B
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Long term care insurance solutions | Thrivent
Even if you’re healthy today, the chance of needing extended care increases as you age. That’s why there’s CareForward™️ from Thrivent—a blend of long-term care insurance and life insurance. Take a closer look to see if this option could be right for you. THRIVENT FINANCIAL FOR LUTHERANS, Appleton, WI. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance may be solicited. This contract has exclusions, limitations, and terms under which the benefits may be reduced, or the contract may be discontinued. For costs and complete details of coverage, contact your licensed insurance agent/producer. ICC22 31232T Applies only in the following states: AK , AL , AR , CO , GA , IA , ID , IL , KS , KY , LA , MA , MD , ME , MI , MN , MO , MS , NC , NE , NH , NM , NV , OH , OK , OR , PA , RI , SC , TN , TX , UT , VA , VT , WA , WI , WV , WY
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