How to invest during a market downturn
Choosing what to invest in during a market downturn depends on a few factors, such as your financial goals, time horizon and risk tolerance. This resource provides investment opportunities for your consideration, so you can make thoughtful decisions about how you want to invest. Let’s connect if you’d like to discuss what changes you can make to your investment portfolio to help hedge against risk and position you to reach your long-term goals.
Social Security Fairness Act: How the WEP & GPO repeal may affect your benefits
Earlier this year, the Social Security Fairness Act was signed into law. If you or a loved one has ever worked in the public sector, the SSFA may impact retirement income and prompt you to consider some strategy adjustments. Take a look at this resource for more information. If you’d like to discuss how this act may impact your retirement plans, let’s set up a meeting.
Charitable Contributions: Five Frequently Asked Questions
The 2024 tax season behind us, though the practice of thoughtful giving remains essential. Consider ways to reduce your 2025 tax bill, while contributing to the causes closest to your heart. Join Legacy Consultants in conversation, today. Thrivent and its financial professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional. For additional disclosures, see Thrivent.com/social.
10 Ways to Refine Your Financial Plan for a More Secure Future
The early part of a new year offers an opportunity for reflection — a chance to pause, assess where we’ve been and determine where we’re headed. It can also be an ideal time to adjust your financial strategy, so your wealth continues to serve your broader life goals. For disclosure information, see Thrivent.com/social.