Sequence of returns risk: What it means for your retirementThe market can shift at any time, and big drops early in retirement could affect your savings. The right approach can help keep your savings resilient. Check out this article, then reach out to talk through ways to help protect your savings.👇
🥘🍂 We’re partnering with Wilson Area LINCS, and they need donations for their Annual Thanksgiving Food Drive. 🦃
Our ask: If you would like to donate you can drop off at our office. 📞 Call ahead to make sure we’re in: 610-871-3375
🏢 400 S Greenwood Ave, Suite 302, Easton
Nonperishable items needed: 🥫 cranberry sauce, canned gravy, cornbread mix, canned corn, stuffing, mashed potatoes, mac & cheese, rolls/biscuits, cakes, or gift cards for grocery stores.
👉 Order from their Amazon Wishlist: https://a.co/4Yokk1J
Or drop off at LINCS Family Center, 2400 Firmstone St, Easton, PA before Nov 17 — email LINCS@wilsonareasd.org to schedule.
Thank you for helping support local families! ❤️🍁
*No products will be sold
Help your money last in retirementA long life is a gift—let’s help make sure your finances can keep up. Start by building financial resilience against inflation, market swings, and rising health and care costs.
🎉 Another Action Team Complete! 🎉
🙌 Terri & Jim — you are ROCKSTARS! 🙌
This week, one of our amazing Action Teams partnered with the Warrior Bag Program, which provides supplemental meals to children in the Wilson Area School District — especially during the summer when school meals aren’t available.
Thanks to a $250 Action Team, we were able to shop for and donate:
🥫 50 cans of pasta and mac & cheese
🍜 40 packs of Ramen
🥣 48 cans of soup
🍫 192 granola bars
🌞 120 cereal bars
🍓 96 Pop-Tarts
🐻 72 packs of animal crackers
🍪 108 packs of cookies
🥔 50 bags of potato chips
📸 Check out the photo of everything we gathered.
We’re so grateful to everyone who helps make this kind of impact possible — your generosity truly feeds hearts and bellies. 💛
#ActionTeam #CommunitySupport #WarriorBagProgram #FeedingKids #MakeADifference
June 2025 Market Update: Confidence reboundsThe mixed economic data of May highlighted our economy is still slowing. Read Thrivent Asset Management's thoughts on how our outlook has changed in the June market update.
7 ways to help reduce your taxable incomeSeeing your hard-earned money go towards taxes can be frustrating. However, there are ways you can help reduce your tax burdens and become more tax efficient. ⬇️
Estate planning guide: Essential documents & checklistAs you plan for the future, consider how you want to leave a legacy for the ones you love. This guide provides a checklist of things you’ll want to include in your estate plan, a list of important documents to consider and frequently asked questions. ⬇️
Preparing for financial surprises doesn't have to be complicated. Proactive planning can help you stay ahead of market swings and other risks that can impact your financial plan. Learn more about strategies to set you up for long-term success: https://bit.ly/4m32xHO
5 financial risks (and how to adapt your financial plan)Are you prepared for financial changes? With proactive planning and flexible strategies, you can manage risks and habits that could impact your financial plan. Learn more about protecting your finances from what-ifs. ⬇️
Market uncertainty: Tariffs and economic policy drive volatilityUncertainty around economic and trade policies is weighing on confidence for both individuals and businesses. Read more from Thrivent's Chief Investment Strategist on current volatility and other market conditions.
Supplemental disability insurance: What it is and when you need itUnsure if you need supplemental disability insurance? Disability insurance through your employer only covers a portion of your salary, leaving a gap in financial support for your family, if you're unable to work for an extended period of time. Let's connect if you'd like to add an additional layer of income protection.
🔐 National Password Day 2025: Strengthen Your Financial Security
On May 1, 2025, we observe National Password Day—a reminder to bolster our digital defenses. In the realm of finance, safeguarding your online accounts is paramount. Utilize strong, unique passwords for each account, and consider employing a reputable password manager to keep track. Additionally, enable multi-factor authentication (MFA) to add an extra layer of protection. By taking these steps, you can help secure your financial information against potential threats.
"Make your password stronger than your morning coffee – because hackers don’t need caffeine to break in!"
Is early retirement right for you?Curious how you can start your retirement sooner? Depending on your current income and expenses, it's possible. Here are things to keep in mind when considering if early retirement is right for you. ⬇️
Enjoy retirement income without the guessworkYou've spent years building your retirement nest egg—now let's make it work for you. Let's discuss how to turn your savings into steady, reliable income that lasts.
Managing risks to your retirement savings doesn't have to be complicated. You can maximize your guaranteed income sources, prepare for market volatility and have a mindful withdrawal plan. Here are important things to consider: https://bit.ly/4idtvKz
If you'd like to discuss your unique retirement risk factors, let's set up a meeting.
How to invest for retirement: Account types & strategic movesInvesting for retirement takes planning, but it doesn't have to be complex. Once you know your retirement goals and investment style, you can make a solid, long-term plan for retirement. Let's connect to talk more about this important topic.
