News and Insights
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.
š±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?
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#ThisOrThat #CompoundInterest #MoneyMatters
Join us December 7th from 8 am to 11 am for Shred Day!
šUrban 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!
Donāt 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.
Longer life spans, health care inflation, and high health costs for early retirees are driving these numbers. Letās review your plans to cover health expenses in both early and late retirement.
***According to https://bit.ly/4fdD3DJ
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. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.
A small shift today can lead to a massive difference tomorrow. šŖ Whether it's saving more, investing wisely, or reducing debt, building strong habits now sets the tone for success in the new year. š
For more information visit Thrivent.com/social.
#FinancialFreedom #2025Goals #MoneyMatters #WealthBuilding #SmartMoneyMoves
As you near retirement, are you and your spouse aligned on what those years will look like? Itās never too late to discuss your vision. In fact, you may be surprised at how a solid retirement plan can enhance your current lifestyle. Schedule an appointment to learn how we can help.
(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.
Great news! Thrivent will provide a record $564 million payout of dividends and nonguaranteed policy enhancements to clients in 2025.
Dividends are one way we show our continued commitment to helping clients build their financial futures and live more generous lives. Learn more: http://bit.ly/3As887D
Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.
Our team helps you plan and prepare for that!
š±(210) 477-8801
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. 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.
We want your feedback! Click on the below link ā¬ļøā¬ļø
https://forms.office.com/r/33sYBVQz0z
No products will be sold. For more information visit Thrivent.com/social.
It's that time of year againāpumpkin spice everything! But letās make sure your financial advice is as comforting as your favorite fall drink. šā Whatās one goal you're working on this fall?
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 help our clients #prepare for life and #legacy to build your nest egg and help ensure your wealth and values can be efficiently transitioned to future #generations. 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. 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. #investors #investments #equity #equitymarket #wealth #investmentcommunity
Limited availability through the end of 2024 for new clients, schedule your appointment now!
Use the below link to schedule an appointment with Karlyā¬ļø
https://bit.ly/3Wmr5B0
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.
It's important to review your social security earnings statement on a consistent basis as soon as you start paying social security. We can help you examine them!
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. Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration
Your kids have found independence. Here are six tips to refocus your finances.
1. Rebalance your budget
2. Review your savings strategy
3. Reevaluate your home
4. Revisit insurance needs
5. Update estate plans
6. Embrace new adventures
https://bit.ly/3XSwpwv
For more information visit Thrivent.com/social.
We can help with that!
See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
Now is an ideal time to schedule an appointment with one of our knowledgeable professionals.
š±(210) 477-8801
#openenrollment
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.
Just like a good harvest, wealth grows with time and care. š¾ Whatās one habit youāll plant this season to nurture your financial future?
š±(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.
Join us for this informative workshop!
This workshop demonstrates that, whether retirement is just around the corner or still some time away, implementing strategies now can help you gain confidence that your nest egg will last.
Register using the below link.
https://us06web.zoom.us/meeting/register/tZwucuGhpj0qHNDx9eRCR2wZZc9j67f6iaOD
Thursday, October 17, 2024 @ 6:30 pm over Zoom
No products will be sold. For more information visit Thrivent.com/social.
Together, we can review your options to see what makes the most sense for your lifestyle.
š± (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.