News and Insights
Now is a great time to assess your finances. Use this simple checklist to get started.
☑️ Review account balances.
☑️ Assess tax withholdings.
☑️ Evaluate investment allocations.
☑️ Update insurance beneficiaries.
☑️ Schedule your annual financial check-in.
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney
Get a personalized approach to turning your savings into a reliable income stream—so you can enjoy retirement on your terms.
📱(210) 477-8801
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If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Can you believe this number?!✨Incredible! How will you be using your next Action Team? ♥️
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Together, we can review your financial picture and design a plan that can help you reach your short- and long-term goals.
https://book.apps.thrivent.com/client/nick.mcnabb
https://book.apps.thrivent.com/client/Karly.Hoerig
For more information visit Thrivent.com/social. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.
Time to review your accounts.
📱(210) 477-8801
https://book.apps.thrivent.com/client/nick.mcnabb
https://book.apps.thrivent.com/client/Karly.Hoerig
For disclosure information, see thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
Does your retirement plan need a boost? Reach out to discuss catch-up contributions after age 50 and how we can help you reach your retirement goals.
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📅 Work towards the retirement lifestyle you want to have by saving more now.
https://book.apps.thrivent.com/client/nick.mcnabb
https://book.apps.thrivent.com/client/Karly.Hoerig
See thrivent.com/social for important disclosures.
We can help individuals at any income level. We'll help you maximize your resources, make smart financial decisions, and achieve your goals. 💼
https://book.apps.thrivent.com/client/nick.mcnabb
https://book.apps.thrivent.com/client/Karly.Hoerig
#financialadvisor #financialplanning #goals
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Effective planning begins with an understanding of the various types of income.
📱(210) 477-8801
While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney. For disclosure information, see thrivent.com/social
You already know your retirement should be a priority. But will you have enough income to last in retirement? We can help.
Discover five keys to unlocking a retirement where you could have confidence in your ability to live out your dreams.
Join us February 20th, 6:30 pm over Zoom!
Register using the following link---> https://us06web.zoom.us/meeting/register/ER9BuS1jTwyohi59R54a6w
The 5 Keys
1. Guaranteed income.
2. Protection from volatility.
3. Don’t outlive your savings.
4. Pick your own tax bracket.
5. Protection from the “what ifs.”
No products will be sold. For disclosure information, see thrivent.com/social
Connect with our team to learn if and how it affects your strategy.
📱(210) 477-8801
For disclosure information, see thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited. Thrivent Financial professionals have a general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.
As you help your child prepare for college, make sure to add the FAFSA to your to-do list. By submitting the application, you can help maximize the financial aid support and avoid surprises. Learn more: https://bit.ly/4gkcb54
Understanding your partner's financial values and priorities will help build a strong foundation for retirement. Here's a resource with questions to help start the conversation: https://bit.ly/3DJmm5z
For disclosure information, see thrivent.com/social.
By delivering on the value of behavioral finance and emotional competence, we distinguish ourselves by doing more than just managing money, but by adding holistic value to you by helping you make rational, values-based decisions with your money.
For more information visit Thrivent.com/social.
If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
#BFA #finance #wealth
We look forward to helping you discover your life’s true path.
For disclosure information, see thrivent.com/social
#tipoftheday #finance
You already know your retirement should be a priority. But will you have enough income to last in retirement? We can help.
Discover five keys to unlocking a retirement where you could have confidence in your ability to live out your dreams.
Join us February 20th, 6:30 pm over Zoom!
Register using the following link---> https://us06web.zoom.us/meeting/register/ER9BuS1jTwyohi59R54a6w
The 5 Keys
1. Guaranteed income.
2. Protection from volatility.
3. Don’t outlive your savings.
4. Pick your own tax bracket.
5. Protection from the “what ifs.”
No products will be sold. For disclosure information, see thrivent.com/social
Your legacy isn’t just about what you leave behind—it’s about who you prepare to carry it forward.
For more information visit Thrivent.com/social.
Your retirement years can be among the best of your life - but achieving your financial and lifestyle goals requires careful planning.
View retirement savings not as a one-time commitment, but as an ongoing effort to set yourself up for the best possible future.
1. At what age do you want to retire?
2. How many years of retirement will you need to pay for?
3. Will you move or stay in the same place?
4. What do you want to do after you retire?
5. How could taxes impact your retirement funds?
Partner with us to help verify you're not leaving out anything important from your retirement planning.
📱(210) 477-8801
For disclosure information, see thrivent.com/social. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
#finance #wealth #community