News and Insights
Having the right amount of coverage and type of life insurance for your situation can make all the difference, when the unexpected happens.
Learn more about Thrivent’s insurance solutions. ⬇️
https://bit.ly/40kOW4W
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.
The age at which you retire can have an enormous impact on your overall retirement income situation, so you'll want to make sure you've considered your decision from every angle. In fact, you may find that deciding when to retire is actually the product of a series of smaller decisions and calculations. Connect with us so we can go through these important details.
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.
What are your money challenges?
Making even one change can have a big influence on your financial life.
Sometimes the hardest part of making progress with your money is knowing where to start. At Do One Thing Different®️, gain insights that will inspire you to change how you look at basic financial tools like saving, budgeting and protecting your assets. Discover how your values affect money decisions you face.
January 23 | 6:30 pm | Zoom
Register in advance for this meeting:
https://us06web.zoom.us/meeting/register/n9GSyKV6ROqDGskhUHzSYQ
No products will be sold. 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.
With so many changes, it's important to stay informed.
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. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Make a plan to thrive in 2025 👏 >> https://bit.ly/40jZ6UA
Trying to get your finances on track? Learn more about healthy financial habits you can start doing today to avoid overspending and live within your means. ⬇️
https://www.thrivent.com/insights/budgeting-saving/living-within-your-means-what-it-is-how-to-do-it?email=
For disclosure information, see thrivent.com/social.
What are your money challenges?
Making even one change can have a big influence on your financial life.
Sometimes the hardest part of making progress with your money is knowing where to start. At Do One Thing Different®️, gain insights that will inspire you to change how you look at basic financial tools like saving, budgeting and protecting your assets. Discover how your values affect money decisions you face.
January 23 | 6:30 pm | Zoom
Register in advance for this meeting:
https://us06web.zoom.us/meeting/register/n9GSyKV6ROqDGskhUHzSYQ
No products will be sold. 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.
--Working in retirement: Part-time work, regular consulting, or a full second career could all provide you with valuable income.
--Your home: If you have built up substantial home equity, you may be able to tap it as a source of retirement income. You could sell your home, then downsize or buy in a lower-cost region, investing that freed-up cash to produce income or to be used as needed.
--Permanent life insurance: Although not the primary function of life insurance, an existing permanent life insurance policy that has cash value can sometimes be a potential source of retirement income.
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.
Let's review the 2025 updates, together!
📱(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. While Thrivent does not provide specific legal or tax advice, we can partner with you and your tax professional or attorney.
Engaging in financial discussions, regardless of their simplicity, strengthens your relationship with your children and allows you to share your values.
For disclosure information, see thrivent.com/social.
If you aren't able to answer this question, you're not ready to make a decision about retiring. And, if it's been more than a year since you've thought about it, it's time to revisit your calculations. Your whole retirement income plan starts with your target annual income, and there are a significant number of factors to consider; start out with a poor estimate of your needs, and your plan is off-track before you've even begun.
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.
Read more below⬇️⬇️⬇️
https://www.thrivent.com/insights/budgeting-saving/how-to-save-money
For disclosure information, see thrivent.com/social
Wishing you a wonderful Christmas Eve. Let’s celebrate the miracle and hope of the season!
You must complete QCDs by Dec. 31 for them to count toward your annual RMD.
📱 (210) 477-8801
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. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Qualified Charitable Distributions can be a smart way to give back during the season of gratitude. Reach out to me to learn how QCD's can potentially work in your strategy.
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. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.
Learn more by reading this short article!
https://www.thrivent.com/insights/magazine/winter-2024/whats-happening-at-thrivent
For disclosure information, see thrivent.com/social.
A meaningful part of your financial plan is your charitable giving. Perhaps it’s the ideal time to put a charitable giving strategy in place to help you make the most of your donations. Let's connect.
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.
https://www.thrivent.com/insights/magazine/winter-2024/make-the-most-out-of-your-thrivent-online-accounts
Join us this Saturday, December 14th from 8 am to 11 am for Shred Day!
📍Urban Office
84 NE Loop 410, San Antonio
In support of Communities Under the Bridge, we will also be collecting warm clothing for our San Antonio community. Please bring gently used or new items such as hats, scarves, jackets, and socks.
Feel free to invite anyone you think may be interested in this event.
No products will be sold. For more information visit Thrivent.com/social. Communities Under the Bridge is not endorsed or affiliated with Thrivent.
This holiday season, give yourself the gift that keeps on giving: financial confidence. Whether it's planning for retirement, saving for a big purchase, or just making sure you're covered for the unexpected, a solid financial plan can help you feel secure and confident. Reach out to learn how we can help you prepare for a prosperous 2025!
#HolidaySeason #FinancialWellness
For disclosure information, see thrivent.com/social