News and Insights
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
Have you considered Roth conversions? Let's analyze your options! Schedule an appointment to dive deeper into your personalized strategy.
#TaxPlanning #RothConversion #RetirementPlanning #FinancialFreedom
For disclosure information, see 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.
Join us 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.
Our Shredding Event will be rescheduled due to rain. Please call our office with any questions.
📱210-477-8801
**Stayed tuned for a NEW date!
For more information visit Thrivent.com/social.
We're here to serve.
Join us December 7th 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.
Our #mission is to help empower future-focused individuals and families to make thoughtful, informed financial choices that reflect their values, generous spirit and unique life goals.
📱210-477-8801
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.
True Path Planning specializes in financial advice, dedicated planning services, investments, insurance and more. We look forward to helping you discover your life’s true path.
📱210-477-8801
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.
We're here to serve.
Join us December 7th 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.
When you work with True Path Planning, we hope our warmth, positivity and expertise shine through each time we meet.
For more information visit Thrivent.com/social.
You're invited to our workshop, Savvy Tax Retirement Strategies!
Don’t miss out on potential opportunities to maximize your retirement income!
TODAY, November 21 | 6:30pm | Zoom RSVP to: https://bit.ly/48yUkoz
No products will be sold. For disclosure information, see thrivent.com/social 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.
Our mission is to help empower future-focused individuals and families to make thoughtful, informed financial choices that reflect their values, generous spirit and unique life goals.
📱210-477-8801
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.
Comment with your choice! Compound interest means time is often the biggest factor in growing your money. Which path would you choose?
For more information visit Thrivent.com/social.
#ThisOrThat #CompoundInterest #MoneyMatters
Join us December 7th 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.
You're invited to our workshop, Savvy Tax Retirement Strategies!
Don’t miss out on potential opportunities to maximize your retirement income!
November 21 | 6:30pm | Zoom RSVP to: https://bit.ly/48yUkoz
No products will be sold. For disclosure information, see thrivent.com/social 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.